Roles and permissions
Every person in your organization is a Member, an Admin or an Owner. This table shows what each role can do.
The three roles
Member: works with testimonials every day.
Admin: also looks after settings, integrations and the team's invitations.
Owner: also manages the plan, changes roles, removes people and can delete the organization.
Each role includes everything in the roles before it. An organization can have several Owners. A common setup is one or two Owners, a couple of Admins and Members for everyone else.
What each role can do
Task | Member | Admin | Owner |
|---|---|---|---|
Capture, edit and review testimonials, and mark them Featured | Yes | Yes | Yes |
Approve, reject, archive and delete testimonials, one at a time or in bulk | Yes | Yes | Yes |
Create, edit and delete tags | Yes | Yes | Yes |
Create, edit and delete widgets | Yes | Yes | Yes |
Send and resend permission requests | Yes | Yes | Yes |
Accept or reject email matches, and use Find Email | Yes | Yes | Yes |
See what the plan includes on the Usage page | Yes | Yes | Yes |
Create, edit and delete projects, and set the default project | No | Yes | Yes |
Delete a permission request the author has not answered | No | Yes | Yes |
Ask an author again after they answered | No | Yes | Yes |
Run a bulk email search | No | Yes | Yes |
Import a CSV file, and Process AI Pending | No | Yes | Yes |
Change Sources | No | Yes | Yes |
Change General, Email and AI settings | No | Yes | Yes |
Manage integrations, and run an Endorsal import | No | Yes | Yes |
Create and revoke API tokens | No | Yes | Yes |
Export data and make a Full Backup | No | Yes | Yes |
Invite people, and resend or cancel invitations | No | Yes | Yes |
Sign out everyone's browser extension | No | Yes | Yes |
Open Plan & billing and see invoices | No | Yes | Yes |
Change or cancel the plan | No | No | Yes |
Change roles and remove people | No | No | Yes |
Delete the organization | No | No | Yes |
The Team page describes Admin as full access except deleting the organization. That wording is too broad: the last three rows of this table are for Owners only.
What Members see in Settings
Members see Sources, Profile & security, Browser extension and Sign-in activity. They can open Sources, but only an Owner or Admin can save changes there. The other Settings pages send them to Profile & security.
Everyone can manage their own password, email, two-factor authentication and extension sessions, and can leave the organization. The last Owner and the last member cannot leave.
Worth knowing
Members can publish. Approving puts a testimonial in your widgets, so a Member can make one live.
Members can delete. Deleting testimonials in bulk cannot be undone, and deleting a tag removes it for everyone.
Members can change widgets. That includes deleting a widget that is live on your website.
If something goes wrong
This action requires ADMIN role or higher
Your role is Member. Ask an Owner or Admin to do it, or ask an Owner to change your role.
This action requires OWNER role or higher
Your role is Admin or Member. Ask an Owner.
I need to change someone's role
See Managing members.
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