Team Roles

Affilync uses role-based access control (RBAC) to manage what each team member can see and do.

Role Hierarchy

Roles are ranked from most to least privileged:

1. Owner -- full account control, including billing and deletion.
2. Admin -- everything except billing and ownership transfer.
3. Manager -- day-to-day operations (campaigns, affiliates, call flows).
4. Analyst -- view-only access to data and reports.
5. Support -- communications and call log access only.

A user can only assign roles at or below their own level. For example, an Admin cannot create another Owner.

Permissions Matrix

Permission	Owner	Admin	Manager	Analyst	Support
View dashboard	Yes	Yes	Yes	Yes	Yes
View analytics	Yes	Yes	Yes	Yes	Yes
Export data	Yes	Yes	Yes	Yes	No
Create/edit campaigns	Yes	Yes	Yes	No	No
Manage affiliates	Yes	Yes	Yes	No	No
Approve/reject affiliates	Yes	Yes	Yes	No	No
Manage call flows	Yes	Yes	Yes	No	No
View call recordings	Yes	Yes	Yes	No	Yes
Manage AI Caller personas	Yes	Yes	Yes	No	No
Send affiliate messages	Yes	Yes	Yes	No	Yes
Create/revoke API keys	Yes	Yes	No	No	No
Manage integrations	Yes	Yes	No	No	No
Invite/remove team members	Yes	Yes	No	No	No
Change member roles	Yes	Yes	No	No	No
View audit log	Yes	Yes	No	No	No
Manage subscription/billing	Yes	No	No	No	No
Transfer ownership	Yes	No	No	No	No
Delete account	Yes	No	No	No	No

Custom Roles (Enterprise)

Enterprise plans support custom roles:

1. Go to Settings > Team > Custom Roles.
2. Click New Role.
3. Name the role and toggle individual permissions on or off.
4. Save and assign to team members.

Custom roles appear alongside the built-in roles in the role selector.

Role Assignment

Assign at Invite

When inviting a new team member, select the role in the invitation form. The invitee receives the role upon accepting.

Change an Existing Role

1. Go to Settings > Team.
2. Click the three-dot menu next to the member.
3. Select Change Role.
4. Choose the new role and confirm.

Role changes take effect immediately. The member sees updated navigation and permissions on their next page load.

Best Practices

• Principle of least privilege: assign the minimum role needed for each person's job.
• Limit Owner and Admin count: only people who need billing or team management access.
• Use Analyst for stakeholders: investors, partners, or executives who need data but should not modify anything.
• Use Support for customer-facing staff: they can communicate with affiliates and review calls without changing configurations.
• Review roles quarterly: as responsibilities change, update roles accordingly.

Audit Trail

All role changes are logged in Settings > Audit Log with:

• Who made the change.
• What the previous and new roles were.
• Timestamp and IP address.

Next Steps

• Set up 2FA and API key security
• Manage your subscription
• Brand team management guide