AccountWatch

Team Roles

Create roles, assign team members to clients, and organize accountability.

Team Roles let you define the positions in your agency (Account Manager, Media Buyer, Creative Director, etc.) and assign people to those roles on a per-client basis. This powers role-based filtering, reporting, and accountability tracking.

How Roles Work

  1. Create roles that match your team structure — e.g., Account Manager, Media Buyer, Strategist
  2. Assign people to roles on each client's detail page — one person can hold different roles on different accounts
  3. Filter and report by role — see which team members are responsible for at-risk clients

Creating a Role

  1. Go to Settings > Team Roles
  2. Click Add Role
  3. Enter a role name (e.g., "Account Manager") and optional description
  4. Click Create Role

Assigning People to Roles

Assignments are made per client channel:

  1. Navigate to a client's detail page
  2. In the team section, select a role
  3. Assign one or more team members to that role for this client

The same person can be assigned different roles on different clients. For example, Sarah might be the Account Manager for Acme but the Strategist for BigCo.

Viewing Assignments

On the Settings > Team Roles page, expand any role to see:

  • Which clients have this role assigned
  • Who holds the role on each client
  • Total assignment count

Use Cases

  • Accountability — Know exactly who owns each client relationship
  • Coverage tracking — Identify clients with unassigned roles
  • Performance analysis — Filter health reports by account manager to spot patterns
  • Onboarding — New team members can quickly see their assigned clients and responsibilities

Next Steps