Owner, Admin, and Member Roles
Permission matrix for billing, settings, exports, and ownership transfer.
Each user on a company has one role: Owner, Admin, or Member.
Permission matrix
| Action | Owner | Admin | Member |
|---|---|---|---|
| View dashboard, sales, affiliates | Yes | Yes | Yes |
| Export affiliate list CSV | Yes | Yes | Yes |
| Edit portal, campaigns, tracking | Yes | Yes | No |
| Export payout CSV | Yes | Yes | No |
| Mark commissions paid | Yes | Yes | No |
| Settings toggles (auto-accept, fraud) | Yes | Yes | No |
| Billing & upgrade | Yes | No | No |
| Auto-upgrade toggle | Yes | No | No |
| Delete company | Yes | No | No |
| Transfer ownership | Yes | No | No |
| Invite / change roles | Owner only | — | — |
Members who attempt a mutation-only action see a role error.
Owner-only actions
- Subscribe, upgrade, billing portal
- Toggle auto-upgrade on plan cap
- Delete company account
- Transfer Owner role to another user (you become Admin)
Admin actions
Nearly all day-to-day program operations except billing and ownership.
Member actions
View performance and export the affiliate directory. Suitable for finance viewers or support staff who shouldn't change commission rules.
Transfer ownership
In Settings → Team, select the new Owner from the dropdown and confirm. Your role downgrades to Admin.
Only one Owner per company.
Updated