Configure

Team & Roles

Invite teammates and control access by role. Analysts are read-only; only owners can manage billing and grant the Owner role.

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Owner

Full access, billing, API keys.

Admin

Everything except billing.

Marketer

Campaigns, flows, segments, analytics. No API keys.

Analyst

Read-only analytics and segments.

Agency Admin

Manages all client accounts.

Agency Member

Access to assigned client accounts only.