— visible
CV Media · Internal
Client Operations
Restricted — team access only
Incorrect password
Restricted — team access only
Choose the primary editor responsible for this client.
Choose the preferred shift for this hybrid client.
Move this client to a different shift bucket.
Choose the Client Success person who handles this shift.
Select one or more editors to support this client. The Lead Editor stays separate.
Select one or more options.
Fill in the client's core info. You can edit credentials and other fields after saving.
Add, edit, or remove login credentials for this client. Each row needs at least a Tool name.
Capture what went well and what to improve this period, drawn from client meetings, ClickUp, WhatsApp, Slack, and Google Chat.
Add or edit a tool / software entry. This goes into the shared CV Media tools list.
Add, edit, activate, or remove anyone on the team — editors, Client Success, or any role. Tap a row to edit full details (role, shift, supervisor).
Set this person's role, shift, and supervisor. Changes save when you click Save.
Are you sure?
Enter a role password to change how the dashboard looks.
Creatives: active clients + active tools.
Client Success: credentials + operations.
AI Generative: AI tools only.
Lead Gen: clients + lead-gen view.
Admin: full edit access.