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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.