Getting started5 min

Manage brands and clients

One workspace for one brand, three businesses or ten agency clients. Every brand has its own accounts, goals, budgets, rules and reports, and every brand is £20 a month.

1. Keep businesses apart

   Each brand is its own account inside your organisation, with its own connections, goals, rules, approvals, activity and monthly report. Nothing is shared between brands, and a person invited to one brand sees only that brand.

2. Add a brand

   From your organisation page choose Add an account and give the business name, what it does, where it works and its website. The new brand starts in dry run with its own setup steps: connect, goals, plan.

3. Map connections carefully

   Check account names and IDs before you connect them. An ad account belongs to one brand. If two businesses share a Google Ads account, separate them in Google Ads first, or the numbers of one will be read as the other’s.

4. Give each brand its own rules

   Goals, budgets and the limits Max works within are set per brand, and so is the hard stop. One client’s rules never apply to another.

5. Invite the right people

   On Team, invite an owner or a member for each brand. Owners connect accounts, set goals and budgets, approve plans and invite people; members see every screen and can approve or reject changes. Invitations work for fourteen days. A read-only client view, which sees results and reports and nothing else, is built and is switched on account by account.

6. Read the whole portfolio

   Your organisation page lists every brand with whether it is live, in dry run or paused. Open a brand for its overview, approvals and report. Each brand’s monthly report goes to the people you name on it.