Every agency starts with four built-in roles. This article describes what each one can do and when to use it. New team invitations default to Chatter unless you pick a different role.
You can find and edit all roles under Team Management → Manage → Roles.
The Owner is the agency's top authority. They have every permission and see all data across the agency. Use this role only for the person ultimately responsible for the account — the Owner can request payouts, change billing, and manage every other role.
Can do: everything, including request payouts and manage billing.
Sees: all data across every creator and team member.
Protection: cannot be demoted or removed. The Owner role is locked.
Admin gives someone full day-to-day control of the agency. They can manage creators, team members, roles, billing, AI, and every tool on the dashboard. The only thing an Admin cannot do is request payouts — that stays with the Owner.
Can do: everything except request payouts.
Sees: all data across every creator and team member.
Assign to: a co-founder, head of operations, or anyone you trust with financial settings.
Protection: only the Owner can assign, edit, or remove someone with the Admin role.
Team Leader is built for people running day-to-day operations — leading chatters, building scripts and templates, configuring automations, and viewing performance across the whole team. They don't get access to billing, payouts, or the ability to create and edit roles themselves.
Can do: manage fans, scripts, templates, mass messages, content, vault, automations, segments, tracking, schedules, AI configuration, and agency settings. Can invite and manage team members. Can view fan financials and full agency analytics.
Cannot do: manage billing, request payouts, create or edit roles, remove team members, or access the embedded browser.
Sees: all data across the agency.
Assign to: shift managers, senior chatters promoted into a leadership role, or operations staff.
Chatter is the default role for new hires. It's focused on messaging fans and running shifts. A Chatter only sees the fans assigned to them and their own performance — they don't see other chatters' stats or other people's conversations.
Can do: view and message their fans, edit fan names, manage lists, cancel scheduled messages, view the vault, view scripts, use and create templates, send mass messages, view the inbox, view schedules, and view notification settings. Can see fan financials so they know who the big spenders are.
Cannot do: moderate or unsend, manage the queue, change scripts, edit content or vault, touch AI configuration, see other team members' performance, or open any admin/billing area.
Sees: only their own fans and their own performance (SELF visibility).
Assign to: any chatter on your team. This is the role new invitations land in by default.
Need full control, including payouts? Owner.
Need to run the whole dashboard but not request payouts? Admin.
Running operations, managing the team, but not touching money? Team Leader.
Chatting with fans on their own assigned inbox? Chatter.
If none of these fit exactly, you can build a custom role with any combination of permissions. See Creating and assigning custom roles for how to do that.
