Understanding roles and permissions
Every member of your Campaignly workspace is assigned a role that determines what they can see and do. Roles control access to campaigns, client data, and team settings.
There are three roles in Campaignly: Owner, Admin, and Member. Each role has different permissions.
Owner
The Owner is typically the person who created the workspace. There's only one Owner per workspace.
Owners can:
- Create, edit, and delete campaigns
- Manage all clients and projects
- Add, remove, and reassign team members
- Change team member roles
- Access billing and workspace settings
- Delete the entire workspace
- View all reports and analytics
Owners have unrestricted access to everything in the workspace.
Admin
Admins have broad permissions but can't manage billing or remove the Owner.
Admins can:
- Create, edit, and delete campaigns
- Manage all clients and projects
- Add and remove team members (except the Owner)
- Change roles for Members only
- Access workspace settings
- View all reports and analytics
- Edit workspace name and basic details
Admins cannot access billing settings or change the Owner's role.
Member
Members have the most limited access. They can work on assigned campaigns but can't manage team or workspace settings.
Members can:
- Create and edit campaigns they're assigned to
- View and edit projects assigned to them
- See clients and projects they have access to
- View reports for campaigns they work on
- Cannot add or remove team members
- Cannot change workspace settings
- Cannot access billing
Assigning and changing roles
Only Owners and Admins can change member roles.
- Go to Team in the left sidebar
- Find the team member you want to change
- Click the role dropdown next to their name
- Select the new role
- Click Save
The change takes effect immediately. The team member will see updated permissions when they refresh their browser.
Important notes
Owner transfer: If you need to make someone else the Owner, contact support. Owners can only be changed through our support team to prevent accidental loss of workspace control.
Removing members: Owners and Admins can remove any team member. Removed members lose access to the workspace immediately but can be re-invited later.
Client access: All roles can see the same clients and projects they're assigned to. Roles don't restrict client visibility — assignments do. Talk to your Owner or Admin about being added to specific projects if you can't see a client.
Member limitations: Members assigned to a campaign can edit it, but they can't create new campaigns from scratch or change campaign settings like budget or duration. Only Admins and Owners can do that.