---
title: Establish Advertiser Client Team
description: Here's how to Establish Advertiser Client Team in Bionic for Agencies.
---

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# Establish Advertiser Client Team

## Here's how to Establish Advertiser Client Team in Bionic for Agencies.

Establishing an Advertiser Client Team allows [Bionic for Advertisers users](https://www.bionic-ads.com/advertisers/) to access Advertiser data.  This is a separate platform that provides your clients view-only access to campaigns (media plan, flowcharts, allocations, and performance) and the approval control of budgets.

When adding a member (user) to the Client Team, Bionic will grant that user access to the Bionic for Advertisers platform.

NOTE: Adding a member to the Client Team will grant access to see the Advertiser only. You can control [which campaigns are shown individually](https://help.bionic-ads.com/knowledge/share-campaigns-with-clients?hsLang=en).

In this article, we'll cover:

1. [View Client Team](https://help.bionic-ads.com/knowledge/establish-advertiser-client-team#client-team)
2. [Filter Your View](https://help.bionic-ads.com/knowledge/establish-advertiser-client-team#filter)
3. [Add Client Team Member](https://help.bionic-ads.com/knowledge/establish-advertiser-client-team#add)
4. [Re-send Invitation](https://help.bionic-ads.com/knowledge/establish-advertiser-client-team#resend)
5. [Revoke Access](https://help.bionic-ads.com/knowledge/establish-advertiser-client-team#revoke)
6. [Re-open Access](https://help.bionic-ads.com/knowledge/establish-advertiser-client-team#reopen)

### View Client Team

The Client Team view provides general information about current and prior client team (Bionic for Advertisers) members. 

Here's how to get to the Client Team view:

1. In an Advertiser, go to the **Settings Tab**.
2. Click on **Client Team** section.

![A screenshot of the client team section in the settings tab of an Advertiser.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/client-team-rev.png?width=688&height=336&name=client-team-rev.png)

Here is an explanation of the Columns presented in the Client Team View:

**Name **- Full name of the member (Includes photo when available).

- **Member Status** - This reflects the status of the user account (not reflective of access to this Advertiser). A Member will have one of the following three statuses: 
    - **![active](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/active.png?width=36&height=41&name=active.png)  Active** - Member has an active Bionic for Advertisers account.
    - **![inactive](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/inactive.png?width=25&height=25&name=inactive.png)    Inactive** - Member's Bionic for Advertisers account is deactivated (login disabled).
    - **![pending](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/pending.png?width=32&height=37&name=pending.png)   Pending** - Waiting for user to activate their Bionic for Advertisers account.
- **Access ID **- Unique ID reflecting this Advertiser's access permission.
- **Access** - Reflects the user access to this Advertiser. A Member will have one of the following two statuses: 
    - **Open** - Member has access to the Advertiser.
    - **Revoked** - Member does not have access to the Advertiser.

- **Title** - Company Title for the user.
- **Company** - The name of the Organization the member is set up under.
- **Email** - The Email address for the user.
- **Phone** - The Phone number for the user.
- **Last Login** - The Date/Time the member last logged in.
- **Created** - The Date/Time the member was created.

### Filter Your View

You are able to filter down your Client Team list in a variety of ways:

1. Search by Name
2. Filter by Status

#### Search by Name

Here's how to filter using the search box:

1. In the search box, enter the **full or partial name** of a user.

![A screenshot of how to use the search box in the client team section.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/search-client-team.png?width=688&height=266&name=search-client-team.png)

The view will automatically filter as you type.

#### Filter by Status

Here's how to filter using the All Access filter:

1. Click on the **All Access** filter.
2. Select filter using the **checkbox**.
3. Press **Apply**.

![A screenshot of how to use the All Access filter in the client team section.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/filter-client-team.png?width=688&height=314&name=filter-client-team.png)

### Add Client Team Member

Here's how to add a new client team member:

1. Go to the **Client Team section** of the Settings Tab of an Advertiser.
2. Click **Add Member**.
3. Enter the **email address** of the user you want to add.
4. Press **Add Member**.
5. Enter **Member Details**. *(Note: Bionic will attempt to identify user's organization based on email domain, if found, it will automatically fill in the Company Name field for you.)*
6. Press **Add Member**.

![A screenshot of the client team section in the settings tab of an Advertiser.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/add-client-team.png?width=688&height=290&name=add-client-team.png)

![A screenshot of the Add Member email dialog.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/add-client-team-1-rev.png?width=688&height=477&name=add-client-team-1-rev.png)

![A screenshot of the Add Member details dialog.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/add-client-team-2.png?width=688&height=781&name=add-client-team-2.png)

### Re-send Invitation

Here's how to re-send Bionic for Agencies invitation to a member:

1. Select the **checkbox** next to the name of the user(s) you want to re-send invitation.
2. Press **Re-send Invitation**.

![A screenshot of how to re-send invitation to a member.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/resend-invitiation-client-teams.png?width=688&height=259&name=resend-invitiation-client-teams.png)

### Revoke Access

If you no longer want a member to access an Advertiser, here's how to revoke access:

1. Select the **checkbox** next to the name of the user(s) you want to revoke access.
2. Press **Revoke**.

![A screenshot of how to revoke access to a member.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/revoke-client-team.png?width=688&height=259&name=revoke-client-team.png)

### Re-open Access

If you want to reinstate a member who access has been revoked for this Advertiser, here's how:

1. Select the **checkbox** next to the name of the user(s) you want to re-open access for.
2. Press **Re-open**.

![A screenshot of how to re-open access to a member.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Establish%20Advertiser%20Client%20Team/reopen-access-client-team.png?width=688&height=258&name=reopen-access-client-team.png)

#### Next Steps:

- [Share Campaigns With the Client Team](https://help.bionic-ads.com/knowledge/share-campaigns-with-client-team?hsLang=en)
- [Secure Advertiser Access](https://help.bionic-ads.com/knowledge/secure-advertiser-access?hsLang=en)

- [Bionic for Agencies](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#main-content)
  
  
  
  
  
    - [Introduction to Bionic](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#introduction-to-bionic)
    - [Manage Your Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-your-advertisers)
    - [Manage Your Campaigns](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-your-campaigns)
    - [Create Perfect Media Plans](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#create-perfect-media-plans)
    - [Manage Your Ads](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-your-ads)
    - [Manage Your Vendor Database](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-your-vendor-database)
    - [Automate RFP Workflow](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#automate-rfp-workflow)
    - [Create Beautiful Flowcharts](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#create-beautiful-flowcharts)
    - [Share Campaigns With Your Client Teams](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#share-campaigns-with-your-client-teams)
    - [Report DEI Scorecard](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#report-dei-scorecard)
    - [Send Electronic Insertion Orders](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#send-electronic-insertion-orders)
    - [Manage Media Tasks](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#manage-media-tasks)
    - [Deliver Flawless Naming Conventions](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#deliver-flawless-naming-conventions)
    - [Automate Ad Server Trafficking](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#automate-ad-server-trafficking)
    - [Integrate Performance Data](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#integrate-performance-data)
    - [Monitor Plan Schedules](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#monitor-plan-schedules)
    - [Monitor Ad Spot Delivery](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#monitor-ad-spot-delivery)
    - [Monitor Ad Delivery Pacing](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#monitor-ad-delivery-pacing)
    - [Automate Reporting](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#automate-reporting)
    - [Deliver Perfect Client Dashboards](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#deliver-perfect-client-dashboards)
    - [Reconcile Vendor Bills](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#reconcile-vendor-bills)
    - [Generate Tracking URLs](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#generate-tracking-urls)
    - [Integrate Your Accounting](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#integrate-your-accounting)
    - [Administer Your Account](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#administer-your-account)
    - [Integrate Your Bionic Data](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#integrate-your-bionic-data)
    - [Customize Bionic for Agencies](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#customize-bionic-for-agencies)
    - [Troubleshoot Bionic for Agencies](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#troubleshoot-bionic-for-agencies)
    - [FAQ - Frequently Asked Questions](https://help.bionic-ads.com/knowledge/bionic-for-agencies?hsLang=en#faq-frequently-asked-questions)
- [Bionic for Ad Sales](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#main-content)
  
  
  
  
  
    - [Get Started](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#get-started)
    - [Respond to an RFP](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#respond-to-an-rfp)
    - [Manage Your Programs](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#manage-your-programs)
    - [Manage Ad Sales Users](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#manage-ad-sales-users)
    - [Handle Orders](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#handle-orders)
    - [Understand Program Performance](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#understand-program-performance)
    - [Benchmark Your Performance](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#benchmark-your-performance)
    - [Handle Sales Leads](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#handle-sales-leads)
    - [Troubleshoot Bionic for Ad Sales](https://help.bionic-ads.com/knowledge/bionic-for-ad-sales?hsLang=en#troubleshoot-bionic-for-ad-sales)
- [Bionic for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#main-content)
  
  
  
  
  
    - [Introduction to Bionic for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#introduction-to-bionic-for-advertisers)
    - [Manage Agency Teams](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#manage-agency-teams)
    - [Manage Campaign for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#manage-campaign-for-advertisers)
    - [Build Advertiser Flowcharts](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#build-advertiser-flowcharts)
    - [Monitor Schedules for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#monitor-schedules-for-advertisers)
    - [Monitor Media Investment Patterns](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#monitor-media-investment-patterns)
    - [Monitor Performance for Advertisers](https://help.bionic-ads.com/knowledge/bionic-for-advertisers?hsLang=en#monitor-performance-for-advertisers)

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