Assigning projects

Agencies see and analyze the projects that have been assigned to them by project owners. Assignment is always initiated by the project owner.

How assignment works

1. The project owner opens the project and goes to Agency settings.
2. The owner picks an agency to assign the project to.
3. The agency now sees the project in agency analytics and can place it in a client group.

What assignment does NOT do

• It does not automatically grant agency members access to the project.
• It does not transfer project ownership or billing.
• It does not change the Trust Page, scores, or community.

To give agency members hands-on access, the project owner adds them as project team members. See Managing clients.