Roles
Each person has a role in each account they are in. Your role can be different in each account.
- Owner: can do everything, including changing the plan and handing over ownership. Each account has one owner.
- Admin: runs searches, buys tokens, invites and manages people.
- Member: runs searches with the account’s tokens and sees every report.
- Viewer: sees every report but runs no searches.
What each role can do
Section titled “What each role can do”The same table is in Users & permissions, under What each role can do.
| What they can do | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| See every search, tracking, comparison and report of the account | Yes | Yes | Yes | Yes |
| Download PDF and CSV, open share links | Yes | Yes | Yes | Yes |
| Run searches, trackings and comparisons (spends tokens) | Yes | Yes | Yes, within their limit | No |
| Delete a search | Any | Any | Their own | No |
| Create their own AI access key | Yes | Yes | Yes | Read only |
| Invite and remove people, change roles, set limits | Yes | Yes, except the owner | No | No |
| Buy tokens | Yes | Yes | No | No |
| Change plan and payment method, see invoices | Yes | No | No | No |
| Hand over ownership, delete the account | Yes | No | No | No |
- A member cancels, pauses or deletes only what they created themselves: their searches, their trackings and their head-to-heads. The owner and admins can do it with anyone’s.
- Creating and stopping share links is for members and the roles above. A viewer only opens links.
- The owner and admins see what each person spent. A member sees only their own spending.
- A viewer can create AI access keys, but read-only ones. Read Access keys.
What you see by role
Section titled “What you see by role”The menu of your area shows only what your role can use. A viewer does not see New search or Compare. A member and a viewer do not see Plan and billing.
If you open a page your role does not allow, you see a sentence that explains it and a link. For example, a viewer who opens New search reads that their role can only read, with the link Go to the searches.