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Docs / Client Dashboard

Member Roles

Check the roles, its rights, and restrictions

Understanding Roles and Permissions in Medialister

Medialister uses a flexible role-based system that helps teams collaborate effectively while maintaining appropriate access controls.

How Roles Work

Every member in Medialister has two types of roles:

  1. Project Role
    Determines what you can do within specific projects

  2. Organization Role
    Automatically assigned based on your project role

NB: The client and publisher dashboards are completely separate workspaces. When you invite someone to a project in the client dashboard, they will not have access to the publisher dashboard unless you invite them there as well.

The Connection Between Project and Organization Roles

Your project role automatically determines your organization-level access:

  • Project Admin → Organization Admin (full access to all projects and settings)

  • Project Manager → Organization Manager (access only to invited projects)

  • Project Editor → Organization Editor (access to texts in invited projects, read-only access to everything else in those projects)

  • Project Viewer → Organization Viewer (read-only access to invited projects)

Complete Permissions Table

Settings Permission

Admin

Manager

Editor

Viewer

Access to billing and transactions

✓

Edit organization name

✓

Change client's billing profile

✓

Access affiliate program

✓

✓

Change personal settings and notifications

✓

✓

✓

✓

Cart and Checkout Permission

Admin

Manager

Editor

Viewer

Make balance top-ups

✓

Buy offers

✓

✓

Buy and accept extras

✓

✓

Add items (offers, extras) to cart

✓

✓

Orders Permission

Admin

Manager

Editor

Viewer

Cancel orders

✓

✓

Send orders for review

✓

✓

Move orders to available campaigns

✓

✓

Accept or reject placement links

✓

✓

Change order content and publish date

✓

✓

Accept or decline new conditions

✓

✓

Swap media for declined orders

✓

✓

Send messages in chat

✓

✓

Change order content or attach texts

✓

✓

✓

View orders

✓

✓

✓

✓

Project Permission

Admin

Manager

Editor

Viewer

Access all projects in organization

✓

Create new projects

✓

Delete projects

✓

Upgrade members to admin

✓

Invite/remove/downgrade admins

✓

Edit project name

✓

✓

Invite/remove/downgrade managers

✓

✓

Upgrade members to manager

✓

✓

Invite/remove viewers

✓

✓

View projects

✓

✓

✓

✓

Campaigns Permission

Admin

Manager

Editor

Viewer

Edit campaign settings (name, budget, goal)

✓

✓

Delete campaigns

✓

✓

Create campaigns

✓

✓

Edit campaign texts

✓

✓

✓

Delete campaign texts

✓

✓

✓

View campaign texts

✓

✓

✓

✓

View campaigns

✓

✓

✓

✓

Different Roles in Different Projects

It depends on the role. You can invite a user as a manager in one project and as a viewer in another. However, if you invite a user as an admin in one project, they will be granted the admin role at the organization level and will have full access to all projects.

PrevProjects
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