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.
What each role can do
| Area | Admin | Manager | Member | Affiliate |
|---|---|---|---|---|
| Dashboard & analytics | ✅ | ✅ | ✅ | View own |
| Affiliate Programs | ✅ | ✅ | View | — |
| Affiliates | ✅ | ✅ | ✅ | — |
| Creator Search | ✅ | ✅ | ✅ | — |
| Outreach | ✅ | ✅ | ✅ | — |
| Social Listen | ✅ | ✅ | ✅ | — |
| Payouts (run) | ✅ | ✅ | — | — |
| Payout provider settings | ✅ | ✅ | — | — |
| Integrations (connect/disconnect) | ✅ | ✅ | View | — |
| Stores (connect Shopify) | ✅ | ✅ | — | — |
| Settings → General | ✅ | ✅ | Own profile | — |
| Settings → Notifications | Own | Own | Own | — |
| Settings → Billing | ✅ | — | — | — |
| Settings → Team (invite/remove) | ✅ | — | — | — |
| Creator portal (own link, earnings) | — | — | — | ✅ |
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.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.
Related
Invite team
Get new teammates into the workspace.
Team settings
Manage the roster day-to-day.