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Roles, brands and who can do what

Each person gets one or more roles on each brand. Roles decide what they can do. Each brand’s data is kept apart.

Updated 05-11-2026

Brands keep their data apart

Your account can run more than one brand. Each brand’s creators, campaigns and deals stay separate.

People see only the brands they have a role on. To switch brand, use the Brands list in the menu.

The roles

Client owner: owns the account, the plan and billing. Only the owner can let support into the workspace.

Client admin: acts as the owner, except for terms, plan, billing, support access and retention.

Brand manager: owns fit profiles, the brand profile, budgets and final creator picks.

Influencer executive: finds creators, runs outreach and agrees deals.

Agency strategist: acts as a brand manager on the brands it is given.

Performance and finance: owns product costs and fees, and sees everything in the brand.

Leadership: reads dashboards and reports.

Two roles add up

A person with two roles can do what both roles allow. Each role is set per brand, so someone can be a brand manager on one brand and read-only on another.

Invite someone

1. Go to Settings › Users.

2. Add their email and pick one or more roles for each brand.

3. Send the invite. It works for 7 days. After that, its status shows Expired and you can send a new one.

Needs you

Needs you, at the top of the app, lists what is waiting for you: reviews, overdue posts and alerts.

If your role can’t do an action, you can send it to the people who can. They see it in their Needs you.

Related reading

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Set up your workspace

Set-up has seven steps and takes about 15 minutes. Every step is optional, and you can stop and come back.

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Check what the AI suggests

The AI drafts, sorts and flags. A person reviews each flag before acting. The AI never moves a creator, sends a message or spends money.

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Ask chat to find creators

Chat answers from your own data: your creators, shortlists, campaigns and results. Ask in your own words.

Try it on your own creators.

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