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Permissions reference

Catchbase has three roles: Admin, Editor, and Viewer. This page lays out what each role can do, grouped by area of the product.

Before you start

At a glance

  • Admin. The customer's organization owner. Full control: manages billing, invites users, assigns roles, connects and disconnects integrations, and has full read and write access to campaign data.
  • Editor. Day-to-day operator. Can read and change campaigns, ad groups, keywords, budget allocations, incrementality tests, and discovery automations. Cannot manage billing, invite users, change roles, or delete integrations.
  • Viewer. Read-only. Can see everything in the organization. Cannot change anything.

What each role can do

Organization and team

AreaAdminEditorViewer
View your own organization and its roles
View your own profile
View the list of users in the organization
Invite users and view pending invitations
Add, remove, or change the role of an existing user

Billing

AreaAdminEditorViewer
Start checkout for a new subscription
Open the billing portal, update payment method, view invoices

Apple Ads integration

AreaAdminEditorViewer
View the Apple Ads integration list
Update an existing Apple Ads integration (refresh, toggle campaign groups)
Create a new Apple Ads integration
Delete an Apple Ads integration

App Store Connect integration

AreaAdminEditorViewer
View App Store Connect keys and bound apps
Update the app list on an existing ASC key
Create a new ASC key
Delete an ASC key

MMP integration (Adjust, AppsFlyer)

AreaAdminEditorViewer
View the MMP integration
Create, update, or delete the MMP integration

Campaigns, ad groups, keywords

AreaAdminEditorViewer
View campaigns, campaign groups, ad groups, and keywords
Create and edit campaigns, ad groups, and keywords
Update campaign groups (activate or deactivate)
Delete campaigns, ad groups, or keywords

Budget Allocation

AreaAdminEditorViewer
View budget allocations
Edit an existing allocation (percentages, total budget, activate / deactivate)
Create a new allocation or delete one

Incrementality

AreaAdminEditorViewer
View incrementality tests and their results
Update a running or completed test (including running a refreshed analysis)
Create a new incrementality test or delete one

Keyword discovery automations

AreaAdminEditorViewer
View discovery automations
Create and edit discovery automations
Delete a discovery automation

Common patterns

  • Read is broad: every role can read most things. Viewer is read across the board; Editor reads everything plus writes most day-to-day operations; Admin reads and writes everything in the customer surface.
  • Delete is Admin-only: Editors cannot delete campaigns, ad groups, keywords, integrations, budget allocations, incrementality tests, or discovery automations. The pattern is deliberate. If an Editor needs to remove something, ask an Admin.
  • Integration management is Admin-heavy: creating and deleting any integration is Admin-only. Editors can update the Apple Ads and ASC integrations they help operate day to day but cannot create or delete them, and cannot touch the MMP.
  • Billing is Admin-only: neither Editor nor Viewer can open the billing portal or run checkout.

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