One organization holds the relationships
Northlight Talent is a multi-member organization. The client relationships sit at the organizational level, held by the agency itself, so the roster stays with the agency when an individual agent moves on.
Organizational account · 3 members · 4 clients under representation
The primary user administers the organization and its team assignments.
Assign who works each client
The primary user, Priya Nair, sets which members work which client. Build a team fresh by toggling members on each client, or apply a prebuilt team in one move. Assignments are per talent, which is how a real agency actually runs a desk.
Seat and assignment both have to apply
A member can act on a client only where a Permission Seat grants the capability and a per-talent assignment puts that member on the client. Both gates have to be open. The matrix below reads from the assignments you set in the previous step.
Submission on behalf of client
Submission on behalf of client
Submit matched clients to the opportunity
The Wander & Fork opportunity reaches Northlight Talent. The representative selects the clients who match and pushes them as one batch, each as a Submission on behalf of client.
Select at least one client to submit.
When representatives run their roster and submissions here, their whole client base follows. The organizational account with per-talent team assignment is how real agencies actually operate, and no current tool models that pairing.