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User roles

Every member of a workspace has one of three roles.

Owner

The person who created the workspace. Owners have the same permissions as Admins. Each workspace has exactly one Owner, and this role cannot be changed or removed from the app.

Admin

Everything a Member can do, plus workspace administration:
  • Team management: invite teammates, change roles, resend or cancel invitations, and remove members from Settings → Members
  • Scope: choose which advertisers and accounts are in scope for the workspace
  • Organization Instructions: edit the shared context that applies to the whole team. See Organization Instructions.
  • Skills: create, edit, enable or disable, and delete workspace Skills

Member

Standard access for day-to-day work: chat with Concord, manage campaigns and media plans, request and approve platform actions, and use reporting, within the scope set up by Admins. Members can view the scope, the members list, and Skills, but cannot modify them.
Platform connections are per user, not role-gated: every member, Admin or not, links their own advertising platform accounts from Settings → Connectors. Admins decide which advertisers and accounts are in scope. Each member then works on the accounts in scope that their own platform connection reaches. See Managing scope.

Best practices

  • Give Admin to workspace managers and whoever owns your platform connections
  • Assign Member to the rest of the team
Admins can change a member’s role at any time from the Role column in Settings → Members.