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Roles and permissions

Every user belongs to one company and carries exactly one role in it. Three roles are seeded on every company:

RoleIntended for
system_adminThe account owner — the company’s highest level of access
company_adminManagers — users, company settings and billing
company_staffDay-to-day campaign work

These are the defaults, not the limit. Anyone with the roles-and-permissions permissions can create additional roles with any permission set — see Roles and permissions. The table below describes the seeded three; a custom role can reach whatever its permissions allow.

Areasystem_admincompany_admincompany_staff
Campaigns, deliverables, clients, publishers
Dashboard and reports
Personal settings
Team and users
Company settings
Subscription and billing
Roles and permissions

The ticks describe the seeded roles. Access is ultimately decided by the permissions a role carries, not by its name, so a custom role can be given any of the above — see Roles and permissions.

Roles are not the whole story. Access can also be granted per campaign, so staff see only the campaigns they are assigned to.