Roles and permissions

Pointerly separates a member’s team role (Owner / Admin / Member / Viewer / Partnership) from their permission preset (Admin, Manager, Editor, Viewer, Custom, Partnership). Use presets and the module matrix so people get the right create / edit / export / billing access without oversharing.

What you'll achieve

• Understand roles vs presets
• Open Edit permissions for a member
• Apply a base preset or team role template
• Fine-tune module actions and resource scopes, then save

Before you start

• You can edit_permissions (or equivalent manage access) on team_members
• Target user is not the Owner (owner access cannot be edited)
• Prefer starting from a preset; only switch to Custom when you need exceptions

Concepts

Team roles

Permission presets

Effective access is a snapshot of granted module actions (and optional resource limits). Billing view/manage and inviting others are sensitive—grant deliberately.

Rewards (wallet, invite link, challenges, promotions) is treated like money: Owner and Admin get view + manage (join challenges, claim promotions), Manager and Viewer get view only, and Editor, Collaborator and Partnership get nothing unless you grant it. Brand sponsors never see a sponsored creator’s Rewards. See Rewards FAQ and troubleshooting.

Steps

1. Open a member’s permissions

1. Go to Dashboard → Team → Members.
2. On the target row (not Owner, not yourself if the UI hides self-manage), click Permissions.
3. The Edit permissions sheet opens with an effective-access summary (enabled action count + resource count).

2. Apply a base preset or role template

1. Under Base preset, choose admin, manager, editor, viewer, partnership, or custom.
2. Click Apply to replace the member’s preset grants.
3. Optional: under Role template, pick a team-saved template and Apply (templates are managed in team access settings when your plan supports them).
4. Confirm the summary count updates.

3. Fine-tune the module matrix

1. Review Module access. By default only modules with effective access (plus sensitive modules) are shown—click Show all modules to add new areas.
2. Toggle actions per module (view, create, edit, delete, export, publish, enable, … depending on the module).
3. Use resource scope controls to limit access to specific resources when offered.
4. Click Save permissions. Owner rows remain non-editable.

Changes save as explicit grants/revokes over the member preset.

4. Change role from the roster (when needed)

1. Open the member ⋮ menu → Change Role.
2. Make Admin (Owner only), Make Member, or Make Viewer.
3. Changing role resets legacy role defaults—re-check Permissions afterward if you rely on custom grants.
4. Never use Change Role to create a second Owner—use ownership transfer.

Tips

• Invite with Editor for creators who publish links/content; use Viewer for stakeholders who only need analytics.
• Keep billing manage on Owners (and rare Admins if you later grant overrides)—Admin preset intentionally excludes billing manage.
• Partnership invites are Enterprise/brand-feature gated; see Invite members.
• After tightening permissions, ask the member to refresh—cached nav may hide modules until the next load.

Troubleshooting

Related

• Team overview
• Invite members
• Billing overview