How to set roles & permissions

Roles & permissions

In The Brief, roles define what someone can do inside your workspace—from full creative control to view-only access. 

Available roles:

• Admin – access to everything: billing, brand settings, user management, and all creative tools.
• Brand Template designer – can create and edit Brand Templates with full creative access. Billing and user admin permissions aren’t included.
• Editor – can fully create and edit designs, but doesn’t have access to billing or user admin settings.
• Light Editor designer – can work in Light Editor and access templates but can’t change designs or Brand Kits.
• Viewer – a read-only, free of charge role, that any other user role within a team can invite to a team.
• Custom – define your own mix of permissions across content, brands, publishing, and more.

Additional roles can be created and assigned permissions under the Enterprise plan. A Team Owner or Admin role is required to create new roles. Default roles cannot be modified, and new roles with identical permissions cannot be created.

1. From the Dashboard, click on your profile picture in the right top corner.
2. Head over to the Manage Account.
3. Go to Roles and permissions, which is located under the Team settings.
4. Click on Create new Role.
5. Type in the name of the role.
6. Choose the permissions:
   • Manage Team:
     • Create and manage team members and their roles.
   • Manage Projects: 
     •  Create/edit/delete and organize projects for designs.
   • Manage Brands: 
     • Create, edit, or delete Brand Kits. Customize logos, colors, typography, and brand elements.
   • Manage Custom Templates: 
     • Create, edit, and set permissions for brand templates.
   • Manage Feeds: 
     • Create, edit, or delete feeds. Modify and delete content (text, colors, images, etc.) within your feed
   • Download & Publish: 
     7. Download designs in any format.
     • Publish through Ad Serving, Meta, Google, Veeva.
     • Download Optimize automated reports. New
     • Download Ad Serving reports.
   • Editor: 
     • Create with AI Chat, Ads, UGC Video, Product photography or Image editing. New
     • Discover what Competitors are doing through Discover AI Chat. New
     • Create & edit moodboards. New
     • Manage and create/edit designs in the Ad Studio.
     • Optimize Ads with Optimize AI Chat. New

• Edit in Light Editor:
  • Create quick edits (text, images, resize) to existing designs.
  • Edit, change or replace content of existing designs in the light editor.
  • Create new designs based on templates.
• View:
  • View & comment all shared designs and projects without editing.
  • View & comment on moodboards.
  • View analytics and download reports:
    • Ad serving analytics and reports

7. Once done, click Save Changes.