Roles & Permissions
Who can do what in a workspace, a campaign and an agency.
ViewsBase has three levels of access for your team: the workspace, each campaign and, for agencies, the agency. Creators have their own accounts. See Creator Accounts.
Everyone signs in with their email and a 6-digit code. There are no passwords.
Two rights
Two ideas explain every role:
- Settings. Change what a campaign is and how it runs: name, counting rules, joining, Discord servers, payout methods, pausing and restarting.
- Work. Do the daily work inside a campaign: add creators, set offers, price and finalize posts, approve applications and pay creators.
Workspace roles
You set these on the Members page.
Admin
Full access to every campaign and to the workspace.
- Create, edit and delete campaigns
- Everything a campaign admin can do, on every campaign
- Invite people and manage Members
- Make someone a campaign admin
- Billing, workspace settings and the activity log
Typical person: the account owner or a team lead.
Member
A member opens only the campaigns you pick for them. Their campaign role decides what they can do there.
Campaign roles
| Admin | Editor | Viewer | |
|---|---|---|---|
| See campaign data and filter it | Yes | Yes | Yes |
| Add and edit creators and their offers | Yes | Yes | No |
| Pause or resume one creator | Yes | Yes | No |
| Approve or pass on applications | Yes | Yes | No |
| Price, reject and finalize posts, add posts | Yes | Yes | No |
| Refresh one post (Scale and up) | Yes | Yes | No |
| Mark posts paid, export payouts, send payment requests | Yes | Yes | No |
| Change campaign settings | Yes | No | No |
| Pause or restart the campaign | Yes | No | No |
| Invite editors and viewers to the campaign | Yes | No | No |
Campaign settings means name and image, counting window, auto-reject, pause creators who stop posting, joining, Discord servers, payout methods, referral attribution, creator links, resources and the bad post detector. Editors do not see the Settings tab. If an editor opens a settings link, they see a short notice that only campaign admins can change campaign settings.
Only workspace admins make someone a campaign admin, or change or remove one. A campaign admin invites editors and viewers from Settings → People.
Typical people. Campaign admin: the person who runs one campaign. Editor: a teammate who prices posts and pays creators. Viewer: a client or stakeholder who watches progress.
Inviting people
To the workspace
Workspace admins use Members → Invite a team member.
- Enter their email.
- Choose Admin (every campaign and workspace settings) or Member (only the campaigns you pick).
- For a member, pick one or more campaigns and a role in them: Viewer, Editor or Campaign admin.
They get an email with a link. They sign in with the same email on the Brand or agency tab at viewsbase.com/login. Their invite is accepted when they sign in. Someone who already has a ViewsBase login gets the same email and sees the new workspace after they sign in.
To give a member another campaign later, use Add to a campaign on their row. To take a campaign away, remove it from their row. They stay in the workspace.
To one campaign
Campaign admins use Settings → People on their campaign.
- Enter an email and choose Editor or Viewer.
- Someone already in the workspace gets the role at once.
- Anyone else gets an invite to the workspace with only that campaign. It works for 7 days, and you can resend it once a minute.
- Accepting an invite never lowers a role. A workspace admin invited to one campaign stays a workspace admin.
- Agency staff cannot be invited this way. They get access through the agency.
Workspace admins see everyone on the Members page, including people a campaign admin invited.
Agencies
An agency has a workspace for each client. Agency staff and client people have different roles.
| Person | What they see |
|---|---|
| Agency admin | Every client. The agency pages, Team and access, billing, creator payments across clients and every campaign setting. |
| Agency editor | Only the clients you tick for them. Every campaign of those clients, with the work right. They can pay creators there. |
| Client team | People who work at the client. They have a campaign role (admin, editor or viewer) and see only the campaigns where they have one. They keep the roles they had before. |
| Client viewer | A read-only client page with overview, posts and reports. They see the same numbers the agency sees, including creator spend. They cannot change anything. |
Agency admins add teammates and client viewers on Team and access. Someone with no ViewsBase login gets an invite email, signs in with the same email and a 6-digit code, and lands on the right page. An invite lasts 7 days, with Resend and Cancel. An agency can have 50 pending invites.
Agency admins invite client team people from the client's Members page as Member with campaign roles. A client's own team cannot be given the workspace Admin role.
Removing a teammate from the agency ends their access to every client and removes their campaign roles in the agency's workspaces. Client viewers who also hold a campaign role of the client are client team instead.
Client workspaces need the Agency plan. See Billing and Plans.
Activity log
The activity log records who did what: who paused a creator, changed an offer, approved or rejected an application, marked a payment, changed payout methods, settings or members. Every plan records events. Viewing the log comes with Scale and up.
- Workspace admins and agency admins see every event in the workspace.
- Campaign admins see the events of their campaigns.
- Editors and viewers do not see the log.
Open it from Activity log in the sidebar, or from Settings. You can filter by campaign, person, type and creator handle. A creator's page shows that creator's last 20 events.
Common setups
Solo owner. One Admin who does everything.
Small team. The owner is Admin. Each person who runs a campaign is a Member with Campaign admin on their campaigns.
Larger team. Admins run the workspace. Campaign managers are campaign admins. Junior staff are Editors: they price posts and pay creators but cannot change settings. Clients are Viewers.
Agency. Agency admins run all clients. Agency editors run the clients you tick. Each client's own team keeps its campaign roles. Client viewers get the read-only page.