Best way to manage automations for clients?

Hi :wave:

I was wondering what the best way is to manage automations on behalf of clients?

Can I create a team for each client within my own account and manage everything from there?
Or must each client set up their own account and plan and then add me to their organization?

Are both options viable or is there only one correct way to do this?

Thanks :pray:


Best practice is to have the client add you to their organization.

The Make MSA (Master Services Agreement) section 4.1 has the full details on Rights of Access.


Thanks a lot, David :pray: :blush:

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