Roles & permissions

Three roles give you fine-grained control over what each team member can see and do. Assign roles per site — the same person can be a Viewer on one site and an Admin on another.

Pro+

The three roles

Every team member is assigned a role per site. Roles are additive — each higher role includes everything the lower role can do.

Viewer

Viewers have read-only access to analytics data. They can browse every dashboard, chart, and report on the sites they are assigned but cannot create, edit, or delete anything.

Good for: stakeholders, clients, and anyone who just needs to see the numbers.

Editor

Editors can do everything a Viewer can, plus they can create and modify the site's analytical building blocks:

  • Create, edit, and delete custom dashboards and widgets
  • Build and manage funnels
  • Set up and configure alerts
  • Add and edit annotations

Good for: analysts, growth team members, and engineers who run experiments.

Admin

Admins can do everything an Editor can, plus they have access to site configuration:

  • Edit site settings (name, domain, timezone, data region)
  • View and regenerate API keys for the site
  • Manage site-level integrations (connect / disconnect Slack, Vercel, etc.)

Admins cannot access billing, change the account plan, or transfer workspace ownership — those actions are reserved for the account owner.

Good for: engineering leads and team members who own a site end-to-end.

Permission matrix

ActionViewerEditorAdmin
View analytics dashboards & reports
View funnels & alerts
Create & edit dashboards
Create & edit funnels
Create & edit alerts
Add & edit annotations
Edit site settings
View & regenerate API keys
Manage site integrations
Access billing / change plan
Transfer workspace ownership
Invite / remove team members

Sidebar visibility

Members only see sites they have been assigned a role on. If a member has no role on a site, that site does not appear in their sidebar at all.

Assigning site access

New members join the workspace with no site access. You need to assign at least one site before they can see anything.

  1. 1

    Go to Account → Team

    Click your account avatar in the sidebar and choose Account, then select the Team tab. You will see a list of all current members and pending invites.
  2. 2

    Open the member's permissions

    Click Manage accessnext to the member's name. A panel lists every site in your workspace.
  3. 3

    Assign a role for each site

    Use the role selector next to each site to assign Viewer, Editor, or Admin. Leave a site set to No access to hide it from the member entirely.
  4. 4

    Save

    Click Save changes. The member's sidebar updates immediately on their next page load.

Changing a role

You can update a member's role on any site at any time — there is no limit to how often you change it.

  1. Open Account → Team.
  2. Click Manage access next to the member.
  3. Change the role selector for the relevant site.
  4. Click Save changes.

Downgrading from Admin to Viewer, for example, takes effect immediately. If the member is currently viewing a page that requires Editor or Admin access, they will see a permission error on their next action.

Per-site granularity

Roles are scoped per site, not per workspace. A colleague can be an Admin on your marketing site and a Viewer on your main product site — just set a different role for each.

Removing a member

Removing a member revokes their access to all sites in the workspace immediately. Their account on Produl is not deleted — they can still log in, but they will have an empty workspace with no sites visible.

  1. 1

    Open Account → Team

    Navigate to your account settings and select the Team tab.
  2. 2

    Find the member

    Locate the person you want to remove in the members list.
  3. 3

    Remove them

    Click the menu next to their name and choose Remove from workspace. Confirm in the dialog that appears.

Removal is immediate

Access is revoked the moment you confirm. The member will see an “access denied” error if they are actively using the app when you remove them. You can re-invite them at any time if needed.

Account owner

The account owner is the person who created the workspace. The owner has unrestricted access to everything — all sites, billing, plan management, and team administration — and is the only person who can:

  • Invite or remove team members
  • Manage billing and change the subscription plan
  • Transfer workspace ownership to another member

Ownership can be transferred from Account → Team by selecting Transfer ownershipnext to any existing member. The transfer is immediate and irreversible without the new owner's cooperation.

Teams is a Pro+ feature

The Team tab is only visible on the Pro plan and above. Upgrading your plan unlocks it immediately. See Plans & Limits for a full comparison.