Four built-in roles control platform access.
Full access — billing, campaigns, team, settings. Limit to 1–2 people.
Creates campaigns, views all reporting, invites Reps. No billing access.
Views and responds to assigned campaigns. Sees own analytics only.
Read-only access to shared dashboards.
Settings → Team → [Member] → Edit Role. Effective immediately.
In Campaign Settings, Assigned Reps restricts which reps see that campaign. Managers and Admins see all campaigns.