Agencies need at least three levels: administrators with full access, staff who create and publish only within their assigned clients, and client reviewers scoped to a single workspace. Cloud Campaign uses exactly that model with Admins, Brand Managers, and Clients, plus unlimited users on every plan.
Permissions questions get asked as a feature checklist and should be asked as a workflow question: who on this account needs to do what, and what should each of them be unable to do by accident?
Three roles cover the agency workflow. Admins hold full access: billing, settings, and visibility into every client workspace in the agency view. Brand Managers create and schedule content, view and generate reports, and adjust white-labeling, but cannot add workspaces and cannot see any workspace they are not assigned to, which is the boundary that makes contractor and junior access safe. Clients get a single assigned workspace where they can see and edit content and generate reports, with no visibility into anything else in the agency.
Content approval sheets carry two comment layers. Brand Managers can read and write internal notes, the working conversation between agency team members. Clients see only the client-facing comments. That split means an account team can leave candid notes about a draft on the same document the client reviews, without maintaining a separate internal thread or risking the wrong remark landing in front of the client.
Any role model that grants access globally rather than per client is a liability for an agency, because a freelancer hired for one client should be structurally unable to reach the other nineteen. Cloud Campaign's workspace assignment provides that boundary, and unlimited users on every plan mean there is never a financial reason to hand someone broader access than their job requires, which is how over-permissioning usually happens.
Assign Brand Managers only to the clients they actually work on, and revisit those assignments when an engagement ends. Add client-side users generously, since bringing clients into the approval flow turns feedback from an email thread into a tracked step. Keep the Admin group small, because it is the level that can undo everything else. Audit assignments quarterly, which is also when leftover access from departures tends to surface.
Whatever governance document an agency writes should map onto real permission settings. A policy saying juniors cannot publish means nothing if everyone holds an admin role, and clients evaluating an agency's security posture will ask to see the mapping rather than the policy.
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