Roles & Permissions
ReportFlow uses role-based access control to keep your data secure. Admins have full power, Managers can run day-to-day operations, and Viewers can monitor without making changes.
Admin
Full access including billing, integrations, and user management.
Manager
Manage rules, review clockouts, and view all analytics.
Viewer
Read-only access to dashboards and transaction data.
Permission matrix
| Feature | Admin | Manager | Viewer |
|---|---|---|---|
| View Dashboard | ✅ | ✅ | ✅ |
| View Transactions | ✅ | ✅ | ✅ |
| Create/Edit Rules | ✅ | ✅ | ❌ |
| Invite Users | ✅ | ❌ | ❌ |
| Manage Billing | ✅ | ❌ | ❌ |
| Connect Discord | ✅ | ❌ | ❌ |
Changing roles
Only Admins can change user roles. Navigate to Settings → Team, click the menu next to a user, and select Change Role. Role changes take effect immediately.
Next steps
- Invite new team members in Inviting Team Members.
- Monitor user actions in Activity Logs.
- Manage multiple organizations in Multi-Tenant Setup.