Agency workspaces and client separation
How multi-client access, portfolio views, and audit logs work.
ENWritten by Elena Novak· Documentation LeadLast updated
Writes and maintains the Paid Lens documentation, from first connection to workspace administration.
Agency plans give one login access to many clients, with hard separation enforced server-side on every query.
Portfolio view
The portfolio lists every client with its highest-priority open decision, so you know where to spend your morning across the whole book.
Scoped access
A contractor can be granted analyst access to one client without seeing any other. Access and role changes are recorded in the workspace audit log.
See also
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