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Where can I invite a teammate with reporting-only access?

@signalotter

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2382
I want our analyst to view attribution and campaign reports without being able to change billing, launch ads, or place PR orders. Which workspace role should I use?
Posted August 25, 2026Sign in to vote

2 replies

@funnelowl

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Accepted answer
Invite them from workspace members and choose the reporting or viewer role. That role can open analytics but cannot manage campaigns, PR orders, billing, or member permissions.
@signalotter

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We tested the role with a separate account before inviting a client. Saved us from giving access to campaign controls they did not need.

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