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Share access without sharing everything

Team Collaboration

Invite team members, manage roles, and keep access aligned with the connected data sources each person needs to do their work.

Team Collaboration preview
Team invitations
Role-based permissions
Scoped data-source access
Overview

What Team Collaboration does

Team Collaboration covers the invitation, role, member, and scoped access workflows that let teams work in AKM without every user seeing or controlling everything. It is important for agencies, internal departments, and leadership access.

The feature connects to plan permissions. Teams can invite members, assign roles, manage access, and align visibility with the data sources or workflows each person needs.

Why it matters

Built for practical marketing work

Bring analysts, managers, and client stakeholders into the same AKM workspace.

Limit access by role and data source instead of over-sharing accounts.

Keep collaboration tied to the reports, workspaces, and integrations already in use.

Workflow

How Team Collaboration works in AKM

1

Create a team

Group users around a company, department, or client relationship.

2

Invite members

Send invitations and choose the role that matches each member responsibility.

3

Scope access

Assign services and data sources so every user sees the right operational surface.

Invite the right people

AKM supports team invitations so companies can bring analysts, managers, clients, and stakeholders into the same product environment while keeping access controlled.

Create teams around departments, companies, or client groups
Invite members through the team workflow
Use invitation acceptance routes for onboarding

Use roles to reduce oversharing

Not every user needs the same level of access. Role-aware collaboration helps admins match permissions to the work each person should perform.

Assign roles that match user responsibility
Separate management access from viewing access
Review members as the team changes

Scope access to services and sources

Marketing data can be sensitive. Scoped access keeps collaboration useful while limiting visibility to relevant data sources, services, or report workflows.

Align user access with connected data sources
Keep client or department data separated where needed
Use plan features to manage team capacity
Operational detail

What teams should expect

Team routes

The product includes team lists, team detail, invite, and member editing workflows.

Plan gating

Team management is controlled by plan features so access scales with the customer subscription.

Collaboration surface

Roles and scoped access support shared reports, integrations, workspaces, and account management.

Common use cases

Agency-client collaboration
Internal marketing teams
Executive read-only access

Explore next

Continue through related AKM features, connector pages, or setup guidance.

Report BuilderAI WorkspacesBilling and plansData IntegrationsAKM Assistant
FAQ

Common questions

Can AKM invite team members?

Yes. AKM includes team invitation and acceptance workflows for onboarding additional users.

Can access be limited by role?

Yes. Team management is built around role-aware access and scoped visibility where enabled.

Which teams benefit most?

Agencies, in-house marketing teams, analysts, managers, and executive viewers benefit when reporting access needs to be shared carefully.

Ready to see Team Collaboration in action?

Start with connected data, then build the reports, conversations, and workflows your team needs.

Ready to Unify Your Marketing Data?

Join hundreds of marketing teams who have simplified their analytics with AKM. Start your free trial today.

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