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All Features
Core Feature

Team Members & Permissions

Invite team members to any organisation, assign them a role, customise exactly which permissions they get, and restrict access to specific locations. Built for agencies managing customers who each have their own teams.

5 built-in roles. 51 granular permissions across 12 categories. Location-based access control. Custom permission overrides. Fully white-labelled.

Team management page showing members with roles, location access, and permission controls

5 roles for every type of team member

Each role inherits all capabilities of the roles below it, creating a clear chain of responsibility. Assign the right level of access instantly.

Owner

The Business Owner

Complete control over everything — locations, team members, API access, and all 51 permissions.

Full access to every feature

Create and delete locations

Invite and manage team members

Manage API tokens

Admin

The Operations Director

Full operational control without ownership responsibilities. Can delete content and disconnect integrations.

Delete reviews, widgets, campaigns, contacts

Disconnect integrations

Edit location settings

Everything a Manager can do

Manager

The Marketing Manager

Runs the review programme and creates marketing materials. Can create and edit — but not delete.

Create and edit widgets, forms, QR codes

Create and send campaigns

Manage contacts and integrations

Create scheduled reports

Responder

The Customer Service Rep

Monitors and responds to customer reviews. Front-line reputation management.

Respond to reviews

Edit review tags and visibility

Import reviews manually

Use AI Auto Respond

Viewer

The Stakeholder

View-only access to performance data and reports. Perfect for partners, investors, or franchise owners.

View dashboard and reviews

View campaign analytics

Export reviews and contacts

Manage their own notifications

51 permissions across 12 categories

Every permission is individually assignable. When a built-in role doesn't quite fit, add custom permission overrides — grant a Responder campaign access without making them a full Manager.

Custom overrides

Start with any role as a baseline

Grant additional permissions without changing the role

Summary view shows a quick "can do / cannot do" list

Detailed view shows every permission by category

Reviews

7 permissions

Widgets

5 permissions

Social Share

5 permissions

Forms & QR

4 permissions

Campaigns

6 permissions

Contacts

6 permissions

Integrations

4 permissions

Automations

4 permissions

Locations

4 permissions

Team

4 permissions

Reports

4 permissions

API Access

2 permissions

Location-based access control

Restrict any team member to specific locations. They only see reviews, campaigns, analytics, and data for their assigned locations. Everything else is hidden.

All Locations

The default. Team member can see and work with data across every location in the organisation.

Specific Locations

Restrict access to only the locations you select. Dashboards, reviews, campaigns, QR analytics, AI Insights, and reports all filter automatically.

Works with multi-location management — set location scope when inviting or editing any team member.

Simple invitation flow

Invite team members in seconds. They receive a branded email, accept the invite, and land directly in the organisation with the right permissions already applied.

1

Enter their email address

2

Choose a role (Viewer, Responder, Manager, or Admin)

3

Optionally customise individual permissions

4

Set location scope — all locations or specific ones

5

Send the invite — they receive a branded email and can accept immediately

New or existing users

Works for people who already have an account and for people who don't. New users create an account and are automatically added to the organisation.

Pending invitations

See all outstanding invites on the team page. Cancel any invitation before it's accepted.

Edit anytime

Change a member's role, adjust custom permissions, or update their location access at any time. Members can also leave an organisation on their own.

Control team size per plan

Set a maximum team member limit on each plan you offer. Starter plans might allow 2 members, premium plans might allow 15 — you decide. Agencies themselves get unlimited team members.

Usage tracking

Live count, limit, and remaining slots displayed on the team page

Custom limits

Set any number per plan, or unlimited for premium tiers

Upgrade prompts

When the limit is reached, the invite button shows an upgrade prompt

Permissions are enforced everywhere

Every page, button, and data query in the platform respects the team member's role and location access. Nothing leaks through.

Navigation

Menu items are shown or hidden based on the member's permissions. A Viewer won't see Campaigns. A Responder won't see Social Share.

Page access

Every page is protected. Accessing a page you don't have permission for is blocked automatically.

Action buttons

Destructive actions like delete and disconnect are hidden for roles that don't have those permissions.

Data filtering

All queries respect location assignments. Reviews, campaigns, analytics, and exports only show data from permitted locations.

Scheduled reports

Report visibility and creation follow the same permission rules. Users can only create reports for locations they can access.

Role hierarchy

You can only manage team members at a lower level than your own. Admins can't modify other Admins.

Fully white-labelled

Invitation emails are sent from your configured email provider. The team management page uses your brand colours and logo. Role descriptions and permission labels are fully translatable for non-English markets.

Learn more about white-label →

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