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Agency OS
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07Run the team

Everyone sees exactly what they should.

Invite people with a role and the app reshapes itself around it. A designer never stumbles into the books, a client never sees an internal note, and every change is on the record.

Team

Invite
  • AAditya RaoActive
  • NNeha KulkarniActive
  • MMeera IyerActive
  • RRohan DasActive
  • Kkiran@studio.exampleInvited
  • VVikram ShahSuspended

What it replaces

  • Sharing one admin password
  • Hoping nobody opens the finance sheet
  • Offboarding by changing every login
  • “Who changed this?”

07.1 · Team & access

Roles

  • Six staff roles and a client role

    Owner, Admin, Sales, Project manager, Finance and Member, plus Client portal. Each role's sidebar only shows what it can open.

  • Enforced in the data, not the UI

    One permission check guards every API route and page. Members' queries are filtered to their own projects at the database layer, so a hidden button is never the only protection.

  • Sensible guard rails

    The owner can grant admin and below; an admin can grant anything except admin. Nobody changes their own role, and the owner account can't be changed.

Project manager

Projects, tasks, content, requests and time, plus the analytics for them.

10 of 15 sections · enforced on the server

NNorthlight Studio
  • Dashboard
  • My work
  • Clients
  • Projects
  • Time
  • Workload
  • Content
  • Requests
  • SOPs
  • Insights

07.2 · Team & access

Accounts

  • Invite-only

    There is no public sign-up. Invites name an email and a role, last seven days, and can be resent or revoked.

  • Suspend in one click

    Suspending someone signs them out of every device immediately. Their history and work stay where they are.

  • Your own profile

    Everyone manages their name, photo and password, sees the devices they are signed in on and can sign out a lost laptop.

07.3 · Team & access

Everywhere you work

  • Installable app

    Add it to your iPhone home screen or Mac dock and it opens like a native app, with push notifications on the devices you opt in.

  • An audit trail

    Every change records who made it and when. When something looks wrong, you can find out what happened instead of asking around.

  • Fast between sections

    A placeholder appears the moment you click, and anything you opened in the last half-minute opens instantly.

Step by step

Adding someone to the team

  1. 1

    Invite

    Enter an email and pick a role. The invite link is emailed and shown to you.

  2. 2

    Accept

    They choose a name and password. No public sign-up page exists.

  3. 3

    Work

    The sidebar shows only what their role can open.

  4. 4

    Leave

    Suspend them and every session ends at once.

The details that matter

  • A staff account can never become a portal login
  • API changes always check the live session, never a cached cookie
  • Push and email both go out; a failed push never blocks an email
  • Phones get a bottom dock and 44 px tap targets
  • Light and dark themes, remembered on each device

Try it in the demo

Sign in as Rohan Das, the team member.

  1. 1Sign in as Rohan, a team member
  2. 2Notice what the sidebar does not show
  3. 3Then sign in as the owner and compare
Open the demo as Rohan