To assign or change a role, see Add and manage organization members.
Roles at a glance
- Admin: Full access to every feature, plus organization management, including users and invitations, billing, and integrations. The only role that can change organization settings.
- Editor: Full access to product features, including managing prompts, assets, domains, and Knowledge Bases. No access to organization administration.
- Member: The standard role for day-to-day work. Views all analytics, works with Agents, Sheets, Profound Docs, Slides, and Skills, and uses AI Marketer (Aim), but can’t change the Answer Engine Insights (AEI) configuration or manage Knowledge Bases.
- Viewer - AEI Only: Views AEI data, Shopping, Prompt Volumes, Dashboards, and Context Manager. Creates, views, and edits Profound Docs, but can’t share, export, or delete them. Views Slides decks shared with them, but can’t create or edit decks. No access to Agents, Sheets, Pages, or Projects.
- Viewer - AEI + AI Marketer: Everything the Viewer - AEI Only role has, plus Aim for analytics, Aim in Profound Docs, and the ability to create and edit Skills.
- Agent Operator: Runs existing Agents, creates Agents and Sheets from templates, and works with Sheets, Profound Docs, Prompt Volumes, Skills, and Aim for analytics. Views AEI data, Shopping, Agent Analytics, Pages, Projects, Suggestions, and Slides decks shared with them. Creates Dashboards, edits Projects, and runs an Agent in a Project. Can’t create new Agents from scratch, edit Agents, manage Sheets, or create and edit decks in Slides.