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Managing clients

Work on client projects without owning them.

TokenShield AI distinguishes between owning a project and having access to a project. Trust Professionals and agencies typically do not own client projects — they are granted access by the project owner.

How a client grants you access

  1. The project owner opens Team inside the project.
  2. The owner adds your account by email and assigns a role.
  3. You see the project appear in your Workspace.

What you can do on a client project

Exactly what the role grants — typically reviewing dashboards, scores, reports, and the Trust Page. Sensitive actions (billing, deleting the project, transferring ownership) remain with the project owner.

Disconnecting from a client

Either the project owner or you (as a team member) can remove access at any time. Your agency membership and professional profile are unaffected.