Shape enables PPC teams with multiple members to easily manage or view Clients and Budgets under one corporate account. 

Each team member is assigned their own login and a specific role. 

Member Roles

Admin

Each Shape corporate account will have one Admin. The Admin will have full control over billing and team management. The Admin will also have the power to edit anything within the app (regardless of the Client or Budget).

Manager

A Shape account can have multiple Managers. Managers cannot change billing settings but can add, deactivate, or change the role of a team member similar to an Admin. Managers can change any and all Client or Budget names, fields, or settings as well.

Member

Members do not have the ability to edit billing, nor can they invite or update the role of a fellow team member. However, just like Admins and Managers, Members can make unlimited edits to all Clients and Budgets in a company’s Shape account.  

Read Only (Internal)

Read Only users have permission to make a very small number of changes to Shape (mostly impacting their personal view/filtering of Shape). Read Only users cannot change budget or automation settings.

Read Only users can:

  • Add/remove a tag from any client
  • Add/remove email setting from any tag
  • Add/edit/delete a note on a budget
  • Update their avatar and name
  • Change their password
  • Update any tag
  • Download a CSV report

PLEASE NOTE: Read Only users will be able to take steps as if they were creating a budget or applying a setting (for example), but when they click "Save" or "Submit" they will be denied from making that change.

Read Only users can view all clients/budgets within a Shape account, therefore, it is highly recommended that you only apply Read Only status to users in your organization. Do not add clients as Read Only unless you want them to have access to all client/budget data in Shape.