The four default roles

Every agency starts with four built-in roles. This article describes their starting permissions and when to use them. Chatter is the initial default role, but the agency can change its default. New invitations preselect the current default role when it is available to the inviter.

You can find roles under Team → Roles. Owner and Admin are protected system roles and cannot be edited. Other roles can be edited when your role-management access and role hierarchy allow it.

Owner

The Owner is the agency's top authority. They have every permission and see all data across the agency. Use this role only for the person ultimately responsible for the account — the Owner can request payouts, change billing, and manage every other role.

• Can do: everything, including request payouts and manage billing.

• Sees: all data across every creator and team member.

• Protection: cannot be demoted or removed. The Owner role is locked.

Admin

Admin gives someone broad day-to-day control of the agency, including creators, team members, billing, AI, and dashboard tools. Its permission list includes every permission except requesting payouts, which stays with the Owner. Role hierarchy and protected-role restrictions still apply.

• Can do: use all role permissions except request payouts, subject to role hierarchy and protected-role restrictions.

• Sees: all data across every creator and team member.

• Assign to: a co-founder, head of operations, or anyone you trust with financial settings.

• Protection: only the Owner can assign, edit, or remove someone with the Admin role.

Team Leader

Team Leader is built for people running day-to-day operations — leading chatters, building scripts and templates, configuring automations, and viewing performance across the whole team. They don't get access to billing, payouts, or the ability to create and edit roles themselves.

• Can do: manage fans, scripts, templates, mass messages, content, vault, automations, segments, tracking, schedules, AI configuration, and agency settings. Can invite and manage team members. Can view fan financials and full agency analytics.

• Cannot do: manage billing, request payouts, create or edit roles, remove team members, or access the embedded browser.

• Sees: all data across the agency.

• Assign to: shift managers, senior chatters promoted into a leadership role, or operations staff.

Chatter

Chatter is the initial default role for new hires. It's focused on messaging fans and running shifts, with Personal (SELF) visibility for employee performance. Personal visibility is not a private-conversation boundary: access to fan conversations also depends on messaging permissions and creator access.

• Can do: view and message fans for creators they can access, edit fan names, manage lists, cancel scheduled messages, view the vault, view scripts, use and create templates, send mass messages, view the inbox, view schedules, and view notification settings. Can see fan financials so they know who the big spenders are.

• Cannot do: moderate or unsend, manage the queue, change scripts, edit content or vault, touch AI configuration, see other team members' performance, or open any admin/billing area.

• Sees: their own employee performance (SELF visibility). Do not use this setting to assume other team members' conversations are hidden; review creator access and messaging permissions separately.

• Assign to: chatters on your team. Check the selected role when inviting someone, because the agency's default can change.

Quick comparison

• Need full control, including payouts? Owner.

• Need to run the whole dashboard but not request payouts? Admin.

• Running operations, managing the team, but not touching money? Team Leader.

• Chatting with fans without team administration access? Chatter.

If none of these fit exactly, you can build a custom role with any combination of permissions. See Create and assign custom roles for how to do that.