Understanding User Roles

Roles allow you to control what different users can see and do within your account. This is crucial for security and proper workflow management.

Default Roles

Admin: Has full access to all settings, including billing, user management, and integrations. Can view and edit all data.
Member: Can create and edit content but cannot access account-level settings like billing or user management.
Viewer: Has read-only access. Cannot create or edit any data.

Creating Custom Roles (Enterprise Plan Only)

If you are on our Enterprise plan, you can create custom roles with granular permissions. To do this, go to 'Settings' > 'Users & Permissions' > 'Roles' and click 'Create New Role'. You can then select the specific permissions for this new role.