Administrator guide

This guide is for company administrators — users with the system_admin or company_admin role. It covers running your InsightsRN account: who has access, which creators are connected, and what you are paying for.

If you are doing day-to-day campaign work, the User guide is the one you want. Administrators need both — everything in the user guide applies to you as well.

What administrators can do that others cannot

Task	Required role
Invite, edit and deactivate users	system_admin or company_admin
Manage roles and permissions	Any role granted the roles-and-permissions permissions
Manage publisher connections	Administrators
Company settings	Administrators
Subscription and billing	Administrators

Everything else — campaigns, deliverables, clients, publishers, reports — is available to all roles, including company_staff.

The three roles

Role	Intended for
system_admin	The account owner. The company’s highest level of access, including roles and permissions.
company_admin	Managers. Users, company settings and billing, but not the roles system.
company_staff	Day-to-day campaign work.

Full breakdown: Roles and permissions.

Setting up a new account

1. Invite your team and give each person the right role.
2. Add the creators you will track as publishers.
3. Connect their social accounts — without this, no metrics are collected.
4. Check your plan limits cover the volume you expect.
5. Hand the User guide to your team.