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Team, roles and Property access

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Understand Owner, Administrator, Manager, Staff and Viewer capabilities and Property scope.

Open Settings → Team. Only Owners and Administrators can manage membership. A role defines permitted action types; Property assignment defines where a restricted role can use them. These are separate controls.

Capability Owner Administrator Manager Staff Viewer
Property scope All All Assigned Assigned Assigned
Business/Property settings Manage Manage No No No
Surveys and Guest data Manage Manage Manage assigned Manage assigned Read only
Automations/templates Manage Manage Manage assigned Read only Read only
Feedback Cases Manage Manage Manage assigned Manage assigned Read only
Reputation replies Manage Manage Manage assigned No No
AI Configure/generate Configure/generate Generate assigned View assigned No
Analytics export Yes Yes Assigned No No
Billing View/manage subscription View/edit profile No No No
Support tickets Own tickets Own tickets Own tickets Own tickets Own tickets
Team Full, including Administrators Manager/Staff/Viewer only No No No

Owners and Administrators have organization-wide Property access. Managers do not automatically see all Properties. Staff can operate Guest/Survey/Feedback work on assignments but cannot configure communications or Reputation replies. Viewer is read-only on assigned operational records.

Use Manage beside a member to change role, Active/Suspended/Removed status and Property assignments; current-password confirmation is required. Suspending/removing revokes sessions. The last active Owner cannot be removed or downgraded. See Invitations and ownership.

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