If none of the default roles fit, build your own. A custom role can have any combination of permissions and either SELF or ALL data visibility.
Go to Team Management → Manage → Roles.
Click Create role, or duplicate an existing role if it's close to what you want.
Give it a name and colour.
Pick the data visibility mode:
SELF — they only see their own data.
ALL — they see the whole agency (scoped to the creators they're assigned to).
Tick the permissions you want, grouped by category. Hover the tier label to remind yourself what Normal, Sensitive, and Danger mean.
Optionally set the role as the default for new invitations.
Save. The role is now assignable from the team members tab and the invitation flow.
To assign a role to an existing team member, open Team Management → Manage → Members and change their role inline.
These rules stop people from accidentally — or intentionally — granting themselves more access than they should have.
No privilege elevation. You can only assign a role whose permissions are a strict subset of your own. If the role includes a permission you don't have, the assign button is disabled.
Top-tier protection. Only the Owner can manage anyone who already has Admin-level access (including other Admins or custom roles that match Admin).
Every role change — creating, editing, deleting, setting the default, assigning to a member — is recorded. The log is on Team Management → Manage → Roles, and it shows who did what, when, and which permissions were added or removed.
Copy these as starting points.
A chatter you trust with clean-up and moderation. Duplicate Chatter and add:
fan:unsend_message
fan:moderate
queue:manage
Keep visibility on SELF so they still only see their own fans.
For new hires you don't want seeing fan spend yet. Duplicate Chatter and remove fan:view_financials.
Someone who reports on agency performance without touching fans or content. Start from a blank role with ALL visibility and grant only:
analytics:view_agency_overview
analytics:view_creator_performance
analytics:view_employee_performance
analytics:export_csv
tracking:view and tracking:analytics
Someone who only builds and manages shifts. ALL visibility, with just:
schedule:view
schedule:manage
team_members:view
You can only assign roles whose permissions are a strict subset of yours. If the role contains anything you don't have, you'll see it in the list but can't assign it. Ask an Owner or Admin to assign it instead.
No. Each agency has exactly one Owner. If you need another person with near-full access, assign them the Admin role — the only thing Admin cannot do is request payouts.
No. When a new permission ships, your existing roles stay exactly as they are — nothing new is granted silently. Review new permissions and add them to your roles manually if you want them.
Owner and Admin are locked. Team Leader and Chatter can be edited or deleted, but make sure no team members are still assigned to them first.
