Team roles

Every person in a workspace has one of four roles.

• Owner: everything, including inviting admins and changing anyone's role. A workspace always keeps at least one owner.
• Admin: connects and removes platform logins, changes organization settings, gives client viewers access, sees the activity log, and invites members and client viewers.
• Member: works with clients, ad accounts, reports, share links, scheduled emails, budgets, alerts and CSV uploads. Members cannot connect logins or change workspace settings.
• Client viewer: logs in to the client portal and sees only the clients and reports you give them. They can read and write comments on those clients.

Roles are changed on the Team page with the menu next to each person. Owners can change anyone's role. Admins can switch people between Member and Client viewer.