User Roles

Every team member has a role in each company they belong to. The role decides which pages they see and which actions they can take. Roles are per company, so the same person can be an Admin in one workspace and Support in another.

Built-in roles

Role	Typical use	Can do
Admin	Owners, managers	Everything: settings, billing, users and roles, integrations, promotions and claims, deleting the company.
Moderator	Campaign and operations team	View, update and delete most things — promotions, products, claims, labels, the inbox — but no company management (settings, users, billing).
Support	Read-only colleagues, agencies	Read-only access to promotions, products and claims. Can look things up for a customer but not change them.

The exact permission list for each role is shown under Settings → Roles.

Custom roles

Need something in between? Admins can create custom roles under Settings → Roles:

1. Press Add Role and give it a name and description.
2. Tick the permissions it should have — for example claim:update without company:settings.
3. Save, then assign the role to users under Settings → Users.

Custom roles belong to your company only; other companies never see them. A custom role can’t be deleted while users still hold it — move those users to another role first.

Good practice

• Keep at least two Admins, so you are never locked out when someone leaves.
• Give the smallest role that lets someone do their job; you can always upgrade.
• Use Support for agencies or temporary staff who only need to look things up. Need them to reply in the inbox or add notes? Create a custom role with just those permissions.
• Review the user list when people change teams.

Related

• User Management
• Account Setup