When using LPO/CRO tools in collaboration with agencies or production companies, permission management challenges often arise, such as: "We don't want to share all data, but we want them to freely operate within their assigned scope" or "An agency manages multiple clients, but it's problematic if a person in charge of Client A can view Client B's data."The Creative Drive CRO permission and partner management feature allows you to combine per-user permission settings (view only, editable, administrator) with client-level viewing scope restrictions.There is no limit on the number of registered users, and an admin dashboard for agencies is also available.
We solve these challenges
- I want to invite agencies or production companies, but it ends up giving them access to all data
- There is a limit on the number of tool users, and not all stakeholders have been added
- An agency manages multiple clients and is concerned about data mixing between clients
- Manual CSV exports and manual work are required to share monthly reports with management
What you can do
- Unlimited registered users
- Permissions can be divided into levels such as view-only or full editing access
- You can restrict the visible scope per client
- There is also an admin panel for agencies
How it works
Creative Drive CRO's permission and partner management is designed with a combination of account-level permissions (Administrator, Editor, Viewer) and project (client)-level access control.With an agency account, you can manage multiple projects for your clients, and team members can only access the projects they have been assigned to.User invitations are sent by email address, and there is no limit on the number of registrations.Operation history is recorded, allowing you to check later who changed which settings and when.
Use it in situations like this
Grant editing permissions to a production company and outsource LP creation
Invite members of the production company as users and grant them permissions for LP creation and block editing.By restricting reports and content distribution settings to read-only access, you can provide an environment where users can access only what is necessary for their production work.
Agencies manage multiple clients in a single dashboard
With an agency account, you can manage projects for multiple clients in a single dashboard.Assign a person in charge for each client; they can only access projects belonging to that client.
Add users with report view-only access and share with management
By inviting executives and managers as read-only users, you can complete monthly report sharing entirely within the tool.You no longer need to go through the hassle of exporting and sending CSVs or PDFs.
Getting started
Invite users by email
Invite users by entering their email address in Member Management on the admin screen.The account will be activated once the invited user approves the email.
Set permission level
Select the permission level (Admin, Editor, or Viewer) for the user you want to invite.Agency members are granted access to the projects of their assigned clients.
Set access restrictions per client (for agencies)
If you manage multiple clients under an agency account, specify which projects (clients) each person can access.
Check changes in operation history
You can check the operation log in the admin panel to see when, who, and which settings were changed.
FAQ
Related features
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