Team & Permissions

Team Roles & Permissions

What owners, admins, members and client users can each do.

The Roles

  • Owner — full control, including billing and deleting the account
  • Admin — everything except billing ownership
  • Member — day-to-day work: reply, assign, manage customers
  • Client — a read-only view for the businesses you choose, available on Agency plans

Where Permissions Apply

Roles are enforced in the database itself, not just hidden in the interface. A member can't reach admin data by guessing a URL, because the permission check happens on the server for every request.

Inviting Teammates

Invite people from Settings > Team. They'll receive an email invitation and choose their own password — or use a magic link.

Client Access

Agency plans can give a client a view-only login limited to their own business. They see their reviews and reports, and nothing belonging to your other clients.

Seats

A seat is anyone who can reply. View-only access doesn't consume a seat.

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