How Automation Agencies handle multiple users

How To
1

Hello there,

Fellow Automation Agency owner here:

Curious to know how other agency owners handle different staff members working on different client accounts

My setup is currently:

  • Staff in my Organization
  • My Account is connected to client orgs
  • Client use 1Password or Bitwarden to access my account

Problem with that is that sometimes I cannot access my own account.

What’s the setup that other agencies are using in regards to working across multiple clients at the same time?

Curious to hear your thoughts

2

Are you talking about the Make account here? Each Make account can only be logged in on a single device at any time. Logging into Make dashboard will invalidate all other Make sessions on other devices.

What do you mean by “client orgs” here? What is connected to what?

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3

Are you talking about the Make account here? Each Make account can only be logged in on a single device at any time. Logging into Make dashboard will invalidate all other Make sessions on other devices.

Yes, I’m talking about my main Make.com account with my main email

What do you mean by “client orgs” here? What is connected to what?

Client Orgs are single Client Organizations

My current setup is the following:

  • 1 Organization for each client (my business included)
  • Each client adds me as a user
  • Employee uses my account to do the work

I’d like to understand what’s the setup that I should use to have multiple employees work across different client organizations? Should each one of my employees be added to the client org? Or are there any other ways ??