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

@signalotter

68 reputation

1372
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

49 reputation

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

68 reputation

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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