Role Overview: What Each Role Can Do

Assign roles to control what teammates can see and do—without drowning them in settings.

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At a Glance

• Admin: Full access everywhere.
• User: Can do the work; limited settings.
• Viewer: Read-only visibility.
• Coupons: Coupon redemption only.

Role Access Cheat Sheet

Area / Action	Admin	User	Viewer	Coupons
Create / Edit / Delete (general)	✅	✅	❌	❌
Coupons (navigate)	✅	❌	❌*	✅
Account Settings → General	✅	❌	❌	❌
Account Settings → Team Members	✅	❌	❌	❌
Account Settings → Accounts	✅	❌	❌	❌
Dashboard	✅	✅	✅	❌
Audience (list & details)	✅	✅	✅**	❌
Lead Magnets (within Audience)	✅	✅	❌	❌
Campaigns	✅	✅	✅ (read-only)	❌
Analytics	✅	✅	✅ (read-only)	❌
Billing	✅	✅	✅ (read-only)	❌
Developers	✅	✅	✅ (read-only)	❌

* Viewer “Audience” access excludes Lead Magnets and coupon creation.
** Viewers can open Audience pages but not Lead Magnets nor coupon creation.

Who to Choose (when in doubt)

• Pick Admin for owners/leads who configure settings and teams.
• Pick User for marketers who build audiences, send campaigns, and analyze results.
• Pick Viewer for stakeholders who just need to see performance.
• Pick Coupons for staff who only handle redemptions.

To assign a role: go to Account Settings → Team Members, choose the user, select the Role, and Save.