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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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