Role Definitions

Role	Definition
Owner	Original creator or transferred owner of the business
Admin	Elevated user with management privileges
Member	Standard business member with limited access

Capability Matrix

Capability	Owner	Admin	Member
Dashboard Operations
View all dashboards	✅	✅	⚠️ Depends on dashboard sharing settings
Edit all dashboards	✅	✅	❌ Only dashboards where granted editor access
Delete any dashboard	✅	❌	❌
Manage dashboard permissions	✅	✅	❌
Business Settings Access
View business settings	✅	✅	❌
Customer Data Deletion	✅	✅	❌
Team Management
View team members	✅	✅	❌
Invite new users	✅	✅	❌
Remove users	✅	✅	❌
Change user roles	✅	✅	❌
Transfer ownership	✅	❌	❌
Billing & Plans
Access billing page	✅	✅	❌
View invoices	✅	✅	❌
Manage subscription/plans	✅	✅	❌
Feature Pages
Integrations page	✅	✅	❌
Triple Whale Labs	✅	✅	❌
Sonar Settings	✅	✅	✅
AI Settings
Chat	✅	✅	✅
Automations	✅	✅	✅
AI Credits Usage page	✅	✅	✅
Business Configurations
Reports	✅	✅	✅
Cost Settings	✅	✅	✅
Pixel Settings	✅	✅	✅
Tracking Settings	✅	✅	✅
Clicks & Views Attribution	✅	✅	✅
Traffic Rules	✅	✅	✅
Custom Categories	✅	✅	✅
Global Filters	✅	✅	✅

Beyond roles, individual users can have specific feature flags toggled:

Capability	Effect When Blocked
Expenses Access	User cannot see expenses, net profit on summary page, or cost settings page
PII Access	User cannot access PII data

These can be configured per-user regardless of their role.