Roles
| Role | What they can do |
|---|---|
| Agency owner | Everything, including team, agency settings and billing. |
| Agency admin | Full agency access, including team, agency settings and billing. |
| Account manager | Clients they're assigned to: marketing work, analysis, approvals and agency invoices. |
| Marketer | Create and edit marketing work and run analysis for their clients. |
| Analyst | Run analysis and read data for their clients. |
| Viewer | Read only. |
A few specifics:
- Approving content needs an owner, admin or account manager, and the approver must be a different person from the author.
- Connections (connecting, syncing, reconnecting, disconnecting) are managed by owners and admins.
- Agency invoices are for owners, admins and account managers.
- Billing, Team and Agency & invoicing settings are for owners and admins.
Client access
- Owners and admins see every client automatically.
- Everyone else sees only the clients they have been given access to.
- The Account manager shown on a client profile records who owns the relationship. It does not by itself give someone access.
Clients themselves do not get GrowthPilot accounts.