Roles & permissions

Every workspace, agency, and enterprise role and what it can do.

Last updated 2026-07-01

Team Workspace roles

RoleCan do
OwnerEverything: invite or create members, manage roles, transfer, archive.
AdminInvite or create members, manage roles and settings; run analyses.
ManagerCreate and manage shared analyses and reports; cannot add members.
AnalystRun analyses and view shared results.
ViewerRead-only access to analyses and reports.

Agency roles

RoleCan do
Agency OwnerFull control: clients, members, budgets, settings, transfer.
Agency DirectorManage clients, members, and budgets (not ownership transfer).
Account ManagerManage assigned clients and run analyses for them.
StrategistRun analyses in assigned clients.
AnalystSupport role; view analyses.
ViewerRead-only.

Enterprise roles

RoleCan do
Enterprise OwnerFull control: link agencies/teams, transfer ownership.
Executive AdminManage members and settings; generate briefings.
Department DirectorOversee department analytics; manage linked containers.
Department ManagerRun analyses within departments.
Executive ViewerRead-only executive dashboards.
Platform admins are separate

The internal super_admin / ops_admin roles govern the Control Center, not customer containers. See Admin — Control Center.