User roles and permissions
This page compares the five portal roles side‑by‑side.
| Capability / Area | Admin | Editor | Member | Publisher | Buyer |
|---|---|---|---|---|---|
| Portal access scope | Org‑wide | Org‑wide (cannot limit to selected campaigns) | Staff role in same workspace as admins; org tools and reporting | Own linked campaigns only | Own buyer activity only |
| Manage billing (subscription, payment method) | ✅ | — | — | — | — |
| View/download invoices | ✅ | — | — | — | — |
| Invite/manage members and change roles | ✅ | — | — | — | — |
| Admin menu visible | ✅ | — | — | — | — |
| Audit log visible | ✅ | — | — | — | — |
| Organization API keys | ✅ | — | — | — | — |
| QAI Control profiles and QAI rules (create, edit, pause, delete) | ✅ | ✅ | — | — | — |
| Pause/resume traffic on publishers, buyers, campaigns, targets, RTBs | ✅ | ✅ | — | — | — |
| Ask AI+ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Stats / Reporting | ✅ | ✅ | ✅ (whole org) | ✅ (own publisher only) | ✅ |
| Campaigns | ✅ | ✅ | Not available | ✅ | — |
| Publishers | ✅ | ✅ | Not available | — | — |
| Buyers | ✅ | ✅ | Not available | — | — |
| Targets / RTBs | ✅ | ✅ | ✅ | ✅ | ✅ (own targets only) |
| RTB Pulse | ✅ | ✅ | ✅ | — | ✅ |
| Routing plans | ✅ | ✅ | Not available | — | — |
| IVRs | ✅ | ✅ | — | — | — |
| Call flows | ✅ | ✅ | — | — | — |
| Voice Agents | ✅ | ✅ | ✅ | — | — |
| Numbers | ✅ | ✅ | Not available | ✅ (own only) | — |
| Block incoming calls | ✅ | ✅ | — | — | — |
| Integrations | ✅ | ✅ | ✅ (Google Ads, Meta visible) | — | — |
| Custom Tags | ✅ | ✅ | ✅ | — | — |
| Webhooks | ✅ | ✅ | ✅ | — | — |
| Slack Integrations | ✅ | ✅ | ✅ | — | — |
| My Account | ✅ | ✅ | ✅ (Profile, Organization only) | ✅ | ✅ |
| See publisher payout | ✅ | — | — | — | — |
| See buyer revenue | ✅ | — | — | — | — |
Notes
- Admin: Full access, including billing; members (invite and role changes) via Admin → My account → Organization tab → Members → + Invite; Audit log; and organization API keys.
- Editor: Can create, edit, pause, and delete QAI Control profiles and QAI rules; can pause and resume traffic on publishers, buyers, campaigns, targets and RTBs; can use Ask AI+; can work with Stats, Reporting, QAI Analysis, Campaigns, Publishers, Buyers, Targets/RTBs, Routing plans, IVRs, Call flows, Voice Agents, Numbers, Block incoming calls, Integrations, Custom Tags, Webhooks, Slack Integrations, and My Account. Cannot invite or manage members, change roles, see the Admin menu or Audit log, manage billing, or use organization API keys. Editor access is org‑wide and can’t be limited to selected campaigns.
- See also: Create, invite, and pause a publisher.
- Member: For your own staff (operators) who should work in the account without owning it. Access to organization tools and reporting in the same workspace as admins, with fewer account‑admin actions. Do not invite publisher or buyer partners as Members — they won’t map to a publisher or buyer record and would see the whole account.
- Publisher and Buyer users only ever see their own calls, numbers, and targets. Staff roles should be Admin, Editor, or Member.