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Roles decide what a teammate can do inside an organization. Each organization tracks roles separately — someone can be an admin of one workspace and a member of another.

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The four roles

Admin

Full access. Can manage billing, team, integrations, and delete the organization.

Manager

Run day-to-day operations — programs, affiliates, outreach, payouts — but can’t touch billing or remove admins.

Member

Operational access — use the app, manage affiliates and content — without sensitive settings.

Affiliate

A partner account, not a team seat. Affiliates sign in to their own portal, not the main app.

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What each role can do

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Changing a role

Admins can change any teammate’s role under Settings → Team. Open the actions menu on a row, pick a new role, and the change takes effect immediately.

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Tips

  • Use Manager liberally — most non-admin teammates need this level to get real work done.
  • Reserve Admin for people who actually need Billing and Team control. Two admins is usually enough; three is comfortable.
  • Never share a single login between teammates. Create individual seats so audit trails and notifications make sense.

Invite team

Get new teammates into the workspace.

Team settings

Manage the roster day-to-day.