Agencies: MCC, team roles and the client portal

Connect your manager account (MCC) once and work every client account under it. Group accounts by client, limit your team to specific clients, and send changes that need the client's OK to a branded approval page. The client doesn't need a Taseli account.

Connect your MCC

Sign up as an agency
Choose “I'm an agency”.
Connect Google Ads
Use the Google user that can reach your MCC (see Connect Google Ads).
Select client accounts
On “Choose accounts” the MCC shows as a tree; the MCC itself can't be selected.

The Agency plan includes 10 accounts, with more available per account. The 14-day agency trial includes up to 5 client accounts, the client portal and white-label.

Set up clients

Create a client
Assign its accounts.
Add a contact person
This is who gets approval requests.
Set the approval policy
Choose what the client must approve, what they're only told about, and the channel and timing.

Must approve, for example: budget changes above 10%, creating a campaign, pausing a campaign.
Only notified, for example: adding negatives.
Channel and timing: WhatsApp, a reminder after 24 hours and expiry after 5 days by default.

Invite your team

Settings › “Team”: invite people with a role and, if needed, limit them to specific clients. Someone limited to client A can't open client B.

Role	Can do
Owner	Everything, including billing
Admin	Everything except billing
Manager	Create and approve proposals, restore, rules, reports
Analyst	View and create proposals; cannot approve
Client approver	Approve their own client's proposals that require it
Client viewer	View their own client's data and reports

How client approval works

1Matches “must approve”
2Your team approves
3Client gets WhatsApp
4Client approves
5Runs

The client's message reads “Your agency proposes …” with “Approve” and “I have a question”. It opens a page with your logo and colors and the proposal in plain words. “I have a question” posts a comment on the proposal and alerts your team. The proposal stays pending until both approvals exist.

Troubleshooting

Former agencies still have access. Setup lists other active managers on each account. Their changes show as external.

The client didn't get the message. Check the contact's WhatsApp number and the client's approval channel. Reminders go out after the reminder period; the proposal expires after the expiry period.

A team member sees a 404. They're limited to other clients. Change it in “Team”.