> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theagencyengineer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace: teams, roles, and settings

> Configure how people collaborate: membership, roles, and org-wide preferences.

Your workspace is the agency control plane. From here you can:

* **Manage multiple client businesses** in the [All Accounts](/product/all-accounts) list, each with its own Meta Ads and GoHighLevel connections, KPIs, and targets.
* **Invite teammates** and assign them to specific businesses (or all businesses) with the [Create User wizard](/getting-started/workspace/invite-teammates).
* **Define roles** using the built-in **Agency Owner**, **Agency Admin**, and **Team Member** roles, or create custom roles like **Media Buyer**, **Strategist**, and **Tech** from [Agency Roles Management](/getting-started/workspace/roles-permissions).
* **Enforce 2FA** per user and toggle **Force 2FA** so account managers with client data stay protected.

## How the pieces fit together

<Steps>
  <Step title="Add each client as a business">
    Use **All Accounts → + Add Business** to create one business per client brand. Each business gets its own Facebook (FB) and GoHighLevel (GHL) integration so KPIs stay isolated.
  </Step>

  <Step title="Create roles">
    Decide which permissions each job function needs. Use built-in roles or build custom ones in **Agency Roles Management**.
  </Step>

  <Step title="Invite teammates">
    Create users, assign a role, and pick whether they get access to **all businesses** or a **specific subset**.
  </Step>

  <Step title="Review regularly">
    Use the **User Management** dashboard (Total Users, Active, Super Admins, Admins) to keep access current as the team changes.
  </Step>
</Steps>

## Sections in this guide

<CardGroup cols={2}>
  <Card title="Invite teammates" icon="user-plus" href="/getting-started/workspace/invite-teammates">
    Three-step Create User wizard: Basic Info, Roles & Permissions, Business Access.
  </Card>

  <Card title="Roles & permissions" icon="shield" href="/getting-started/workspace/roles-permissions">
    Built-in roles, custom roles, and the 79-permission catalogue.
  </Card>

  <Card title="Organization settings" icon="building" href="/getting-started/workspace/organization-settings">
    Agency-wide settings, branding, and team seat usage.
  </Card>

  <Card title="All Accounts" icon="table-cells" href="/product/all-accounts">
    See every business and its FB/GHL connection status in one table.
  </Card>
</CardGroup>