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Team

Specialized Tools for Each Team Role

Management software for Project Managers, Creative Directors, Account Managers, Lawyers and more professional roles.

8+

Specialized roles

3hr/wk

Time saved per collaborator

100%

Predefined role-based access

Collaboration Software for Professional Teams

Tools and functionalities optimized for each role: from project managers to lawyers and accountants.

Personalized views by role

PMs see project dashboards, creatives see pending deliveries, Account Managers see client status. Everyone sees what they need, without noise or distractions.

Smart notifications

Receive only relevant notifications for your role: pending approvals if you're a leader, new feedback if you're an executor, client updates if you're an Account Manager.

Role-based access

Each user type (Admin, Staff, Client) has fixed and clearly defined access. Admins and staff can see all client information, while clients only see information about their own project.

Frictionless collaboration

Contextual comments on deliverables, one-click approvals, real-time updates. Everything designed to make collaboration smooth, not an obstacle.

Project Manager

Coordinate projects, deadlines and teams with full visibility of each deliverable's progress.

  • Centralized dashboard
  • Clear timeline
  • Automatic notifications
  • Progress reports

Ideal for PMs managing multiple projects

Creative Director

Review work, give structured feedback and approve deliveries without losing creative context.

  • Centralized reviews
  • Contextual feedback
  • Iteration history
  • Formal approvals

For CDs leading creative teams

Account Manager

Manage client relationships with a clear view of all active projects and their status.

  • Project overview
  • Client status
  • Automated updates
  • Professional communication

For AMs managing multiple clients

Producer

Organize resources, schedules and deliveries for smooth production from start to finish.

  • Production calendar
  • Assigned resources
  • Task tracking
  • Deadline control

For production and operations managers

Strategist

Share insights, plans and strategic reports with teams and clients clearly.

  • Organized delivery
  • Secure sharing
  • Professional presentation
  • Controlled access

For strategy and consulting professionals

Designer

Upload work, receive clear feedback and maintain an organized portfolio of all your deliveries.

  • Agile upload
  • Clear feedback
  • Organized versions
  • Automatic portfolio

For graphic designers, UI/UX and visual creatives

Copywriter

Share copy, receive specific comments and keep text versions organized.

  • Text versioning
  • Inline comments
  • Fast approvals
  • Change history

For creative writers and content strategists

Developer

Coordinate technical deliveries, documentation and assets with design and product teams.

  • Technical docs
  • Design-dev coordination
  • Organized assets
  • Clear specs

For front-end, back-end and full-stack devs

Lawyer / Legal Manager

Manage cases, legal documents and client communications in an organized and professional way.

  • Organized cases
  • Document versioning
  • Formal communication
  • Complete history

For lawyers, legal advisors and law firms

Accountant / CPA

Organize tax documentation, filings and recurring accounting deliveries with multiple clients.

  • Client-based docs
  • Fiscal periods
  • Automatic delivery notifications
  • Client portal

For accountants, tax advisors and accounting firms

Frequently asked questions about teams

Answers about permissions, roles, collaboration and team management in Aprolio

Does each team member need a specific role in Aprolio?

Not necessarily. Aprolio has predefined roles that cover the vast majority of team structures: Admin, Staff and Client. Each role has fixed access by design, which simplifies management and ensures security automatically.

Can I limit what each team member can see?

Yes, absolutely. You can control access to projects, clients and functionalities per user or per role. For example, an Account Manager can have access to all projects in their client portfolio, while a designer only sees projects they're working on.

Are clients separated from the internal team?

Yes, users with the Client role have limited access: they only see their own projects, cannot see data from other clients or the internal team. They have a separate experience optimized for reviewing, commenting and approving their deliverables.

Does Aprolio support multiple teams or departments?

Yes, you can organize users into teams or departments and assign projects by team. Useful for agencies with different business units or companies with separate departments that need to occasionally collaborate.

How does collaboration work between different roles?

Aprolio centralizes collaboration: contextual comments on deliverables, automatic notifications and real-time updates. Each role sees what they need: the team sees the status of assigned projects and deliverables, and clients see the progress of their own projects.

Can I invite external collaborators without giving them full access?

Yes, you can invite external collaborators (freelancers, providers) with permissions limited to specific projects. They only see and work on what you assign them, without access to sensitive information from other clients or projects.

Empower your entire team

Give each team member the tools they need to do their best work.