Each user is assigned a role that defines what they can see and manage inside the platform.
This article explains the available roles, their permissions, and when to use each one.
Why Roles Matter.
Roles help you:
Protect sensitive account settings.
Limit access to specific products.
Give each team member only what they need.
Keep your workspace secure and organized.
Choosing the right role ensures smoother collaboration and fewer permission-related issues.
Available Roles in GrowthOptix.
GrowthOptix currently supports four roles.
Owner.
The Owner is the primary account holder.
Permissions include:
Full access to all applications and dashboards.
Full access to all accounts and billing settings.
User and collaborator management.
Plan upgrades and downgrades.
Account deletion.
There can be only one Owner per account. This role should be assigned carefully.
Admin.
Admins are power users who help manage the account.
Permissions include:
Full access to all applications and dashboards.
Access to integrations, notifications, and settings.
User and collaborator management.
Plan upgrades and downgrades.
Limitations:
Cannot delete the account
This role is ideal for trusted team leads or operations managers.
Marketing Analyst.
Marketing Analysts focus exclusively on marketing performance.
Permissions include:
Full access to Marketing Attribution.
Access to marketing dashboards and reports.
Limitations:
No access to Revenue Analytics.
No access to account-level settings or billing.
Best suited for marketing teams and performance analysts.
Revenue Analyst.
Revenue Analysts focus on financial and subscription insights.
Permissions include:
Full access to Smart Revenue Analytics.
Access to revenue dashboards and reports.
Limitations:
No access to Marketing Attribution
No access to account-level settings or billing
Ideal for finance, growth, or operations teams analyzing revenue data.
Role Comparison (Quick Overview).
Owner → Full access + account deletion.
Admin → Full access without deletion rights.
Marketer Analyst → Marketing Attribution only.
Revenue Analyst → Smart Revenue Analytics only.
Each collaborator sees only what their role allows.
Best Practices for Assigning Roles.
Keep the Owner role limited to one person.
Use Admin for trusted operators.
Assign Analysts based on the product they need.
Review roles periodically as your team evolves.
Where Roles Are Managed.
Roles are assigned when:
Inviting a new collaborator.
Managing existing team members from Settings → Collaborators.
Changes take effect immediately.
Good to Know.
Roles affect visibility and permissions, not data ownership.
Changing a user’s role does not impact historical data.
Each user can only have one role at a time.
Need Help?
If you’re unsure which role to assign or need help managing permissions, our support team is happy to help.