What are the different team roles and what do they have access to?
To ensure your team can collaborate effectively while keeping your core configurations secure, your account utilizes two distinct user roles. Best of all, we do not charge per seat or limit the number of users you can have on your account. We highly encourage you to invite your entire team, from your sales representatives to your marketing copywriters, so everyone has access to the insights they need to succeed.
The Administrator role provides full and unrestricted access to everything within your workspace. Users assigned to this role can change all system settings, manage billing, and oversee technical configurations. This level of access is designed for account owners, technical leads, or anyone who needs complete administrative control over the platform.
The Marketer role provides focused access tailored specifically for your marketing, sales, and client teams. These users have full access to the main dashboard, the nurture section, and all reporting features. This grants them exactly everything they need to manage visitor journeys, analyze daily insights, and run campaigns without exposing them to the underlying technical settings or billing information.