Roles and Permissions | SmartReach.io

Everyone in a team has one role. The roles are the same in every team, and what each role can do is fixed. You pick a person's role when you invite them, and you can change it later: see Edit Role Of A Member.

To see the roles and who holds each one, open Settings and choose Roles & permissions. In an agency account, the same page is also under Agency Settings.

The six roles

Role	Who it is for	Can	Cannot
Owner	The person who created the organization. There is one Owner.	Everything, in every team: people, roles, settings and billing.	Nothing is held back.
Agency admin (agency accounts only)	An agency's operations lead, who is in every client team, present and future.	Everything an Admin can, in every team, and the organization's people and settings.	Billing, unless the Owner also makes them a Billing Manager.
Admin	The person who runs a team.	Everything inside the team: its people and their roles, team settings, and every teammate's mailboxes, accounts, prospects and campaigns.	Organization settings, other teams, and billing unless the Owner makes them a Billing Manager.
Editor	Someone who works everyone's pipeline but does not manage people or settings.	Sees, edits and deletes any teammate's prospects, campaigns, templates, tasks and automations, starts or stops any campaign, and edits the team's block list.	Manage people, roles, team settings or webhooks, or connect, edit or disconnect a teammate's mailbox or account. Billing only if the Owner makes them a Billing Manager.
Member	A rep working their own book.	Everything on their own prospects, campaigns, templates, tasks and mailboxes. Sees teammates' work without changing it, and edits the team's block list.	Edit or delete teammates' records, or manage people, roles, team settings or webhooks. Billing only if the Owner makes them a Billing Manager.
Viewer	A client, a manager or a trainee who only needs to look.	Reads what a Member reads, and downloads reports.	Create, edit, delete, send or start anything in the team, or change a team setting. Billing only if the Owner makes them a Billing Manager. A Viewer has no API access.

Billing Managers

Billing is not part of a role. The Owner always manages billing, and can make any other person a Billing Manager, whatever their role. A Billing Manager can see invoices, change the plan, and buy credits, domains and mailboxes.

Only the Owner can choose Billing Managers:

Open Roles & permissions.
Under Billing Managers, switch a person on or off.

Everyone who could manage billing before November 2026 is a Billing Manager now.

API access for Viewers

A Viewer has no API access. A request made with a Viewer's API key, or through a Viewer's Zapier connection, is refused. To use the API or Zapier, the person needs another role.

If your team changed a role earlier

Until November 2026, the permissions of a role could be edited. Roles can no longer be edited.

If your team changed a role, it still works exactly as you left it, and nothing changed for your people. On the Roles & permissions page that role has (customised by you) after its name, for example Member (customised by you), with a list of how it differs from the standard role. A team that still has an earlier default sees Member (older standard).

The Owner can leave the role as it is, or choose one of these on the role's card:

Switch to Editor (Member only): everyone who is a Member becomes an Editor. The Member role goes back to the standard one, for people you make a Member later.
Reset to standard Member or Reset to standard Admin: everyone with that role gets the standard role.
Ask support to customise further: opens a chat with our team, if neither fits.

Before a switch or a reset, SmartReach lists what your people gain and what they lose. Neither can be undone from this page. Afterwards you can move individual people to another role from User management.