Roles & Permissions
Understand the role hierarchy and what each role can do.
Roles & Permissions
Setgreet uses a four-level role hierarchy: Viewer, Member, Admin, and Owner. Each role inherits all permissions from the roles below it and adds additional capabilities.
Role hierarchy
Viewer → Member → Admin → OwnerA Member can do everything a Viewer can, plus more. An Admin can do everything a Member can, plus more. The Owner has unrestricted access.
Permission matrix
| Permission | Viewer | Member | Admin | Owner |
|---|---|---|---|---|
| View flows | Yes | Yes | Yes | Yes |
| View analytics | Yes | Yes | Yes | Yes |
| View team members | Yes | Yes | Yes | Yes |
| Create and edit flows | -- | Yes | Yes | Yes |
| Publish and unpublish flows | -- | Yes | Yes | Yes |
| Create and manage apps | -- | Yes | Yes | Yes |
| Manage integrations | -- | Yes | Yes | Yes |
| Create experiments | -- | Yes | Yes | Yes |
| Create and manage segments | -- | Yes | Yes | Yes |
| Invite team members | -- | -- | Yes | Yes |
| Remove team members | -- | -- | Yes | Yes |
| Change member roles | -- | -- | Yes | Yes |
| Manage organization settings | -- | -- | Yes | Yes |
| Manage billing and subscription | -- | -- | -- | Yes |
| Transfer organization ownership | -- | -- | -- | Yes |
| Delete organization | -- | -- | -- | Yes |
Role details
Viewer
Viewers have read-only access. They can browse flows, view analytics dashboards, and see team member lists, but they cannot create, edit, or publish anything. This role is ideal for stakeholders who need visibility without the ability to make changes.
Member
Members are the standard role for team contributors. They can create and edit flows, manage apps, set up integrations, run experiments, and define audience segments. Members cannot manage other team members or access billing.
Admin
Admins handle team operations. In addition to all Member capabilities, they can invite and remove team members, change roles (up to Admin), and manage organization settings like the organization name and default preferences.
Admins can assign roles up to Admin level. Only the Owner can promote someone to Owner (via ownership transfer).
Owner
The Owner has unrestricted access to everything in the organization. This includes billing management, subscription changes, ownership transfer, and the ability to delete the organization entirely. There is exactly one Owner per organization.
Changing roles
Admins and Owners can change a team member's role:
- Go to Settings > Organization.
- Click the role dropdown next to the member's name.
- Select the new role.
Role changes take effect immediately. The affected member will see their updated permissions on their next page load.
Transferring ownership
The Owner can transfer ownership to another team member:
- Go to Settings > Organization.
- Click Transfer Ownership.
- Select the team member who will become the new Owner.
- Confirm the transfer.
After the transfer, the former Owner is demoted to Admin. Ownership transfer cannot be undone -- the new Owner must transfer it back if needed.