What are the different team roles and what do they have access to?
Bread & Butter doesn't charge per seat, so invite everyone who touches a lead, a campaign or an invoice. Each person gets one of five roles, and the role decides what they see in the dashboard and which reports they can run in their AI assistant.
In short: Owner and Administrator see and change everything. Accounting looks after the plan and the invoices. Marketer sees every report and runs Nurture, without the technical settings. Sales sees the leads, their profiles and their journeys, and runs the two sales reports, but not the marketing reports. Only the Owner and Administrators can invite people.
The five roles
Owner. The person who created the account. Everything an Administrator can do, plus the account itself: only the Owner can close it or hand it to someone else. To change the Owner, contact support through the chat.
Administrator. Full access: every setting, every integration, billing, the tracking code, the conversion tools, Lead Gen Autopilot, lead stages and the team. The rules that send Engaged Leads to a CRM and the Focused Score settings are Administrator-only.
Accounting. The plan, payment details, credits and monthly invoices. No dashboard, no reports, no settings. For the finance person who shouldn't have to ask an Administrator for an invoice.
Marketer. The Dashboard, the Focused Index, Attribution, Insights, Nurture and every report, without the technical configuration. Marketers see what the campaigns bring and act on it; they don't change integrations or the tracking code.
Sales. The leads: the Dashboard, every profile, the research, the journeys and the Nurture Action Queue for their own follow-ups. Sales doesn't see Attribution, Ads or the other marketing reports, and can't change campaigns, settings or the automated emails.
What each role sees
|
|
Owner and Administrator | Accounting | Marketer | Sales |
|---|---|---|---|---|
| Dashboard, profiles, journeys, research | Yes | No | Yes | Yes |
| Nurture Action Queue | Yes | No | Yes | Yes |
| Focused Index, Attribution, Insights | Yes | No | Yes | No |
| Settings, integrations, tracking code, conversion tools | Yes | No | No | No |
| Plan, credits, invoices | Yes | Yes | No | No |
| Invite and remove team members | Yes | No | No | No |
Reports in your AI assistant, by role
Once your AI assistant is connected to Bread & Butter, it can run the Bread & Butter reports on your account's data, and the reports it offers follow your role. See Bread & Butter MCP server connections.
For sales (Sales, Marketer, Administrator, Owner):
- Leads to follow up: who came back this week, who is ready to call and why, who is going cold. Run it weekly.
- Leads we found for you: where the month's Engaged Leads came from and how they raised their hand. Run it monthly.
For marketing (Marketer, Administrator, Owner):
- Scorecard: today, the last 7, 30 and 90 days, the year and all time side by side. Run it daily or weekly.
- Attribution & Leads
- Ads Spend (needs Google Ads connected)
- Exit Destinations
- AI Assistants & GEO
- Old School Website Analytics
Accounting has no reports. Asking for a report your role can't run returns a short note saying which role can. To have a report arrive on its own, see Run your Bread & Butter reports on a schedule.
Inviting your client as an agency
If you're a digital agency running Bread & Butter for a client, you can give the client's team their leads without opening up your performance reporting. Add them with the Sales role. They'll see the dashboard, open lead profiles, use research and run the two sales reports, but not Attribution, Ads Spend or the other marketing reports.
That leaves you free to work through the reporting first: move budget toward the channels and keywords that bring Focused visitors, fix landing pages, and walk your client through the results when you're ready. You can change their role at any time from the Team page.
Adding people
Open Team in the left menu, enter the email address, pick the role and send the invitation. The person arrives with a social login; there's no password to set. You can resend an invitation or change a role at any time from the same page.