Roles & permissions
Exactly what Owner, Admin and Member can each do.
The three roles
Member reads reviews and replies to them. It is the right role for staff who answer customers but should not touch connections or billing.
Admin does everything a Member can, plus managing review sources, AI settings and the team.
Owner does everything, plus billing and deleting the organization. There is one Owner per organization.
What each role can do
| | Member | Admin | Owner | |---|:---:|:---:|:---:| | Read reviews, dashboard and reports | Yes | Yes | Yes | | Reply to reviews, including AI drafts | Yes | Yes | Yes | | Export reports | Yes | Yes | Yes | | Submit a feature request or bug report | Yes | Yes | Yes | | Set their own notification preferences | Yes | Yes | Yes | | Connect, pause or disconnect review sources | | Yes | Yes | | Change AI Studio settings and the Health Radar | | Yes | Yes | | Turn the AI Analyst off, or erase its analysis | | Yes | Yes | | Edit organization name and logo | | Yes | Yes | | Invite members and cancel invitations | | Yes | Yes | | Change another member's role | | Yes | Yes | | Manage billing and the subscription | | | Yes | | Transfer ownership | | | Yes | | Delete the organization | | | Yes |
Rules worth knowing
Nobody can promote anyone to their own level or above. An Admin cannot create another Admin, and cannot hand out Owner. Owner moves only through an explicit ownership transfer.
Roles are per organization. You can be an Owner of one workspace and a Member of another. For an agency, this is how a junior account manager gets full access to one client and read-and-reply access to the rest.
Notification preferences are personal, and per organization. Being an Admin somewhere does not force alerts on you everywhere. See Notifications.
Transferring ownership
Go to Settings, then Organization, then Members, open the member you want to promote, and transfer ownership. You become an Admin in the same move. An Owner must do this before leaving or deleting their account, if the organization is to survive.