What are the different team roles and what do they have access to?
Your account has five user roles, so each person on your team sees the tools they need and nothing they should not touch. There is no limit on the number of users and no per-seat charge, so invite the whole team: sales reps, marketers, content writers and finance.
In short: the Owner and Administrators have everything, including settings, integrations, billing and team management, and they are the only roles that can invite users. Accounting manages the subscription and invoices. Marketer runs the dashboard, Opportunities, Attribution and Nurture campaigns. Sales works individual profiles and can send Nurture emails to their leads, but does not see the marketing reporting. Add people from Team in the left menu and change a role at any time.
The Five Roles
From most to least access:
| Role | Can | Cannot |
|---|---|---|
| Owner | Everything. The account's original creator: all settings, integrations, billing, team management, and the configuration behind Focused Score. Only an Owner can transfer ownership or close the account. |
|
| Administrator | Everything an Owner can, except transfer or close the account. Invites and manages users. | Transfer ownership or close the account. |
| Accounting | Manage the subscription, upgrade or downgrade the plan, update the payment card, download invoices. | See the dashboard, profiles, reporting or settings. Invite users. |
| Marketer | The dashboard, Opportunities, Attribution reporting, Focused Index, Nurture campaigns and drafts. | Change integrations, billing or account settings. Invite users. |
| Sales | Open individual profiles: the Intelligence Brief, journey and company research. Review and send Nurture AI emails to their leads. | See Attribution and the other marketing reporting; change campaigns, integrations or settings. Invite users. |
Owner and Administrator are for account owners, technical leads, or the agency that runs the account. These are the only roles that can invite users and assign roles, the only ones that can set up or change the integrations that send leads to your CRM, and the only ones that touch the settings behind Focused Score. Keep them to one or two people.
Accounting is a purpose-built role for your finance team. It sits above Marketer in the order because it can act on billing, but it sees nothing of the marketing side: no dashboard, no profiles, no reporting.
Marketer is for campaign managers and marketing leadership. It covers everything needed to run and measure the marketing: the funnels, the reporting, and Nurture.
Sales is for SDRs and account executives. They work the profiles, read the research, and send the outreach, but the reporting that tells marketing what is working stays with marketing.
Who Fits Which Role
- Whoever installs and runs the account (Owner or Administrator). In most companies this is one of three people: the digital agency that manages your website, the head of marketing who owns the tool, or the WordPress or website administrator who looks after the site itself. Whoever it is, they need the parts of the product nobody else should touch: the tracking script and the platform-specific snippets under Settings, App & Domains for adding a domain or a subdomain, the custom auth domain, the integrations that connect Bread & Butter to your CRM, Slack and analytics, Focused Score's configuration, billing, and the Team page for inviting everyone else. Give this to the person who would be the one to fix it if tracking stopped.
- Finance operations (Accounting). They manage the payment method and pull billing records at month end without waiting on the administrator, and never see a lead.
- Marketing leadership (Marketer). They use Attribution and the Focused Index to see which campaigns are producing pipeline and how traffic quality compares to the network, and take those numbers to the board.
- Content and copywriters (Marketer). They filter Opportunities to see which blog posts and landing pages are moving visitors into Engaged Leads, and refine their writing against real behaviour.
- Sales representatives (Sales). They open a high-intent profile, read the Intelligence Brief for context such as recent company news or a career change, and send the Nurture draft or their own email from there. They cannot alter a campaign or a setting by accident, and the marketing reporting stays out of their way.
Roles are per person, so a small team can give one person two hats by making them an Administrator, while a larger team keeps the split clean. If your agency runs the account, make them an Administrator and give your own marketing lead the Marketer role, so the day-to-day reporting is yours and the plumbing is theirs.