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Hi! I am the social media team manager at a marketing agency. I purchased the team plan but I am wondering what is the best way to set up our account. Should I create folders for each of my team members where each of their specific clients zap’s live? For example Joe’s Zaps, Mia’s Zaps, Etc. Each of my teammates have at least 50 clients they will need to manage with individual Zap’s for Facebook integrations to our clients pages. I will need to have access to all of their zaps and they will need to have access to mine so that we can cover for each other if we are out of office. I want each of us to be able to step in and edit or manage each other’s zaps when needed. 

 

What is the best way to set up my account for an agency? 

Hi @shaylynt 

Good question.

I’d recommend using Shared Zap Folders.

https://help.zapier.com/hc/en-us/articles/8496277647629-Share-folders-with-members-of-your-Team-or-Company-account