# Manage Team: Roles & Permissions

## **What is a Team?**

**Your team consists of platform users.** You can set team users that need to have access to your account to perform various roles.

## What are the Team User Roles?

**A user can have one or more User Roles, and permissions can be adjusted as needed.** Customise the default permissions for each role by allowing or denying access to each available feature.

### Agent Role

**The Agent has full access - this is the master role.** An account only has one Agent. The Agent can add new users, create groups, and create workflows. Only the Agent can reassign the Agent role.

### **Admin Role**

**The Admin has full access.** Admins can add new team members, create groups and create workflows. It is recommended to always have two Admin roles.

### Support Role

**The Support Role has access to** [**support tickets**](broken://pages/TROcJPO7W0R5eifZDHMZ) submitted on [Resolve](https://everyday-digital.gitbook.io/resolve-docs/) from other team members and, where applicable, from linked accounts. The Support Contact can also escalate issues to the [Platform Operator](broken://pages/wytD7om4EuNpC0cyIYzd#platform-operator) via [Resolve](https://everyday-digital.gitbook.io/resolve-docs/).

### **Publisher Role**

**The Publisher has limited access.** The Publisher role can author & publish content, but can't manage users & groups.

### Analytics Role

**The Analyser only has access to analytics.** &#x20;

### **Data Privacy Role**

**The Data Privacy role only has enough access to do data privacy checks.** This role only has access to Analytics, Groups, and Data Compliance.

{% hint style="info" %}
**Team or Access?** Users are either part of your internal team, or they are external users who have been given [access to your account](/account-docs/guides/account-access.md). When adding either a Team User or an [Access User](/account-docs/guides/account-access.md), you can choose their role and set their access permissions.
{% endhint %}

## User Role Permissions

| Feature                | Agent | Admin   | Support | Publisher | Analyser |
| ---------------------- | ----- | ------- | ------- | --------- | -------- |
| **Authoring**          | Yes   | Yes     | Yes     | Yes       | No       |
| **Analytics & Trends** | Ye    | Yes     | Yes     | Yes       | Yes      |
| **Marketplace**        | Yes   | Yes     | Yes     | Yes       | Yes      |
| **Groups**             | Yes   | Yes     | Yes     | No        | No       |
| **Account & Access**   | Yes   | Limited | Yes     | No        | No       |
| **Cloudfile**          | Yes   | Yes     | No      | Yes       | No       |

## How to add and invite Team Users

1. **From the menu, select Account & Access.** Select the + icon (bottom right).
2. **Enter the User's details, then select a** [**user role**](/account-docs/guides/manage-team-roles-and-permissions.md#user-role-types)**.** Each role comes with default permissions. You can customise individual permissions, as needed.
3. **Set up Access Limits.** You can limit access to the available features, as required. By default, the user will have access to all.
4. **Invite the user.** Select the Invite button. The user will be sent an account activation email.&#x20;
5. **Track the Team Member's account status by referring to the State column.** Invites can have the following states: Notified, Active, or Expired. If expired, the invite can be resent.

   After the user has activated their account, they will receive an email with instructions on how to access the app.

## What can Team Users do?

* access account and platform features assigned to them;
* use their credentials to log in to the platform account;
* switch between the accounts they have access to;
* collaborate with fellow users.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://everyday-digital.gitbook.io/account-docs/guides/manage-team-roles-and-permissions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
