Roles and permissions
Four roles. Buying and billing are the lines that matter.
| Permission | Owner | Admin | Analyst | Client viewer |
|---|---|---|---|---|
| View dashboards, answers, sources | Yes | Yes | Yes | Yes |
| Export CSV and reports | Yes | Yes | Yes | Yes |
| Edit prompts, themes, topics | Yes | Yes | Yes | No |
| Buy or pause credits | Yes | Yes | Within limit | No |
| Add or remove sites / clients | Yes | Yes | No | No |
| Billing, cap, invoices, payment | Yes | View | No | No |
| Invite and manage members | Yes | Yes | No | No |
| API keys and agent spend caps | Yes | Yes | No | No |
| Delete workspace | Yes | No | No | No |
Owner is whoever pays; there is exactly one per workspace. Agencies can scope Analysts and Client viewers to specific client sites. Client viewers never see pricing, other clients or the agency’s bill. Analysts can buy within the account-wide monthly limit. Only the Owner and Admins can change the limit. During the private beta, buying, billing, API keys and ownership transfer aren’t available yet.