Roles and permissions

Understand Relator’s two access levels, the agency team and the people of each client, and what each role can do.

Updated on October 14, 20263 min read

In this article · 5 sections

Agency team roles
Client people roles
Rules that protect access
Which role to choose
Common issues

Relator has two access levels. The agency team works across all clients. Client people only access the space of the client that invited them, through the portal. Each level has its own roles.

Agency team roles

Set in Settings › Team, in the Agency group:

See and run every client
Owner and Admin
Yes
Member
See the warning below
Create and archive clients
Owner and Admin
Yes
Member
—
Invite, change roles and remove team members
Owner and Admin
Yes
Member
No
Plan, billing and payment method
Owner and Admin
Yes
Member
No
Agency profile (name, logo and website)
Owner and Admin
Yes
Member
No
Configure notifications
Owner and Admin
Yes
Member
No

Action	Owner and Admin	Member
See and run every client	Yes	See the warning below
Create and archive clients	Yes	—
Invite, change roles and remove team members	Yes	No
Plan, billing and payment method	Yes	No
Agency profile (name, logo and website)	Yes	No
Configure notifications	Yes	No

Owner: when shown, the account owner. The role cannot be changed or removed from the Team section.
Admin: the default role for team invites. Runs everything, including people and billing.
Member: the most limited agency role. Cannot invite, change roles or touch billing.

Client people roles

Set in the invite, from inside each client. They only apply to that client:

See the client portal
Admin
Yes
Editor
Yes
Viewer
Yes
Edit reports, alerts and metrics
Admin
Yes
Editor
Yes
Viewer
No
Edit the client profile (name, logo, language, currency, time zone)
Admin
Yes
Editor
No
Viewer
No
Invite Editor and Viewer
Admin
Yes
Editor
No
Viewer
No
Remove members and cancel invites
Admin
Yes, except other Admins
Editor
No
Viewer
No
Grant the Admin role
Admin
No (agency only)
Editor
No
Viewer
No
Archive the client
Admin
No (agency only)
Editor
No
Viewer
No

Action	Admin	Editor	Viewer
See the client portal	Yes	Yes	Yes
Edit reports, alerts and metrics	Yes	Yes	No
Edit the client profile (name, logo, language, currency, time zone)	Yes	No	No
Invite Editor and Viewer	Yes	No	No
Remove members and cancel invites	Yes, except other Admins	No	No
Grant the Admin role	No (agency only)	No	No
Archive the client	No (agency only)	No	No

On the Team card of the client Home, these roles show as “Client · Admin”, “Client · Editor” and “Client · Viewer”. The agency team shows as “Agency team” and the person in charge of the client as “Account manager”.

Rules that protect access

The agency always keeps at least one Admin. The last one cannot be demoted or removed.
A client with Admins keeps at least one. The client’s last Admin cannot be removed.
Nobody removes their own access from the people list.
Whoever leaves the agency loses access to the agency and to every client at once.
Archiving a client cuts access for all of its people and cancels pending invites.
Client people never see the Clients screen, other clients, RelatorAI or billing.

Which role to choose

Agency media buyer or analyst
Suggested role
Admin at the agency
Agency partner who handles billing
Suggested role
Admin at the agency
Client marketing manager who hands out access
Suggested role
Admin on the client
Client analyst who adjusts reports
Suggested role
Editor on the client
Client executives who only follow along
Suggested role
Viewer on the client

Person	Suggested role
Agency media buyer or analyst	Admin at the agency
Agency partner who handles billing	Admin at the agency
Client marketing manager who hands out access	Admin on the client
Client analyst who adjusts reports	Editor on the client
Client executives who only follow along	Viewer on the client

Common issues

“You don’t have permission to invite.” On the client, only Admins invite. At the agency, only Admins and Owners.
I can’t choose Admin when inviting someone from the client. Only the agency team grants the Admin role on a client.
I can’t remove someone. They are the last Admin (of the agency or the client), or it is you. Give the Admin role to someone else first.
A teammate cannot see the clients. Change their role to Admin in Settings › Team.

Frequently asked questions

Does the agency team take up room in each client’s members?

No. It shows on the client list with the “agency” tag, but access comes from the agency and needs no per-client invite.

Can I change a client person’s role?

Remove the person and invite them again with the right role. Only the agency can grant the Admin role.

Do client people count as seats?

No. Seats only count the agency team.

Do company accounts have roles?

No. A company account is for personal use and has no members screen.