Roles: what owners, admins, managers and viewers can do
Every person in a workspace has one of four roles.
| Role | In one line |
|---|---|
| Owner | Owns the workspace. Can do everything an Admin can. |
| Admin | Manages people and connections, plus everything a Manager can do. |
| Manager | Changes rules, campaigns and alert rules. |
| Viewer | Sees everything. Changes nothing. |
How roles work
- Roles are per workspace. You can own one workspace and be a Viewer in another. In your list of workspaces, Member only means you are not the owner.
- Exactly one owner. The owner created the workspace, unless Tapper support has transferred it since. Ownership cannot be given or taken in Members; Tapper support transfers it on request at support@tapper.ai.
- Other roles are set at invitation. The owner or an admin picks the role (Manager by default) and can change it later: see Invite members and set their roles.
- Single sign-on can add people. They arrive with the role in Role for new members, Viewer by default, never as owner.
- The plan follows the owner. A workspace's seats, limits and included pages come from its owner's plan: see Billing.
- Your own settings are yours. Every role manages its own profile, password, two-factor authentication and theme in Profile.
What each role can do
| What | Owner | Admin | Manager | Viewer |
|---|---|---|---|---|
| See dashboards, reports, alerts, links and setup | Yes | Yes | Yes | Yes |
| Change detection rules, campaigns and audiences | Yes | Yes | Yes | No |
| Use Lift recommendations | Yes | Yes | Yes | No |
| Change links, alert rules, contacts and routing | Yes | Yes | Yes | No |
| Open Sources and Experiments | Yes | Yes | Yes | No |
| Connect or reconnect ad accounts, and connect, reconnect or disconnect alert channels | Yes | Yes | No | No |
| Disconnect an ad account | Yes | No | No | No |
| Change the workspace's settings and products | Yes | Yes | No | No |
| Invite members, change roles, remove members | Yes | Yes | No | No |
| Set up single sign-on | Yes | Yes | No | No |
| Create and delete API keys | Yes | Yes | No | No |
| Delete the workspace | Through Tapper support | No | No | No |
| Transfer ownership | Through Tapper support | No | No | No |
On a Lift only workspace, Sources, Experiments and Refunds are not there for any role: see Lift only: what your workspace includes and leaves out.
Controls you cannot use
A control your role cannot use is dimmed and says who can. For example, connecting an ad account says Only a workspace owner or admin can connect an account. Ask one of them to connect it for you. Ask the owner or an admin to make the change or to change your role. See Only a workspace owner or admin can connect an account.
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