Safer client sharing
Share dashboards and reports without exposing data from accounts a user should not see.
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Product feature
Role-Based Access Control
Role-based access control helps agencies share reporting safely. Give teammates and clients access to exactly what they need, while keeping sensitive account data protected with permission-based controls.
Get started freeWhy agencies use Role-Based Access Control
Better internal governance
Control which teammates can view, edit, or manage specific clients and workspaces.
Enterprise-ready delivery
Support larger agency teams and client organizations that require structured permission models.
What you can do with Role-Based Access Control
Key capabilities included in this part of the ZapDigits platform.
- User permissions
- Client access controls
- Team role management
- Secure sharing
- Sensitive data protection
- Stakeholder-level visibility
How to get started
Step 1
Choose your feature setup
Enable the capability in ZapDigits and configure it for your agency workflow.
Step 2
Apply it to client work
Use the feature inside dashboards, templates, reports, or client delivery workflows.
Step 3
Share polished results
Deliver branded, consistent client reporting that scales across accounts.
Related product features
Explore other ZapDigits capabilities that work well with Role-Based Access Control.
Custom Domain & White-Label Reporting
Publish reports on your own domain with your logo, brand colors, and styling so every client touchpoint looks fully in-house.
Dataset API & Data Pipeline
Build advanced reports with reliable dataset pipelines and API-powered inputs for deeper analysis and custom use cases.
FAQ
Role-Based Access Control questions
Common questions about Role-Based Access Control in ZapDigits.
From the blog
Related articles
Latest posts about reporting, dashboards, and marketing analytics that relate to Role-Based Access Control.
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Ask an agency owner why clients churn and you'll usually hear the same answers: budget cuts, a new CMO who wants to bring things in-house, a merger, the economy. Pricing comes up a lot too.
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The Agency Guide to Better Client Reporting
Client reporting has changed dramatically over the years.
Read articleReady to use Role-Based Access Control?
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