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Threadlytics uses a two-layer permission model: an organization account type (Standard, Pro, Premium) that controls what features are available, and a user role (Admin, Member, Client Member) that controls what each person can do within those features.

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Role Overview

AdminMemberClient Member
View dashboard & mentions✅✅✅ (assigned client only)
View keywords, sentiment, trends✅✅✅ (limited pages)
Manage keywords✅✅❌
Change org-wide settings✅❌❌
Manage email alerts✅❌❌
Invite & manage team members✅❌❌
Change member roles✅❌❌
Export data✅❌❌
Manage billing✅❌❌
Access API keys (Premium)✅❌❌
Access multiple clients✅✅❌ (single client only)

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Admin

Admins have full control over the organization. There is always at least one Admin (the person who created the account). What Admins can do:
  • Everything a Member can do
  • Settings — change filtering, excluded subreddits, language preferences, and content filters for the whole org
  • Email alerts — configure keyword alert emails, weekly report recipients, and alert frequency
  • Team management — invite users, change roles, and remove members; enforces plan-based seat limits
  • Billing — open the Stripe Customer Portal to manage the subscription, payment method, and plan
  • Data export — export mentions, sentiment analysis, opportunities, and account tracking data
  • API access (Premium plan only) — generate, view, and revoke API keys
How to assign: A new user can be made Admin from the Team Members card in Settings, or from the Users tab in the admin dashboard.

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Member

Members are standard users who can use the full monitoring and analytics features of the platform but cannot change organization-wide settings. What Members can do:
  • View and search all mentions
  • View the dashboard, sentiment analysis, market analysis, top sources, trends, SERP tracking, and opportunities
  • View keywords
  • Manage Reddit accounts linked to the org
  • View the Settings page (read-only for most options; can edit their own profile)
What Members cannot do:
  • Change org-wide filtering or alert settings
  • Invite or remove team members
  • Access billing or export data
  • Generate API keys

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Client Member

Client Members are a special role designed for agency use (Pro/Premium plans with Agency Mode enabled). They are external stakeholders (typically a client of your agency) who are given read-only access to reporting for a single specific client account. What Client Members can do:
  • View the Dashboard, Market Analysis, Top Sources, and Sentiment pages (scoped to their assigned client only)
  • Access a limited Settings page (profile information only)
What Client Members cannot do:
  • View any other client’s data
  • Access keywords, mentions list, trends, SERP, or opportunities pages
  • Change any settings
  • Access billing, exports, or API keys
  • Switch between clients (they are locked to the one they were assigned)

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Inviting New Users

Admins can invite users directly from Settings → Team Members:
  1. Enter the user’s email address
  2. Select a role: Admin, Member, or Client Member
  3. For Client Member, also select which client they should access
  4. Click Add Member
If the user already has a Threadlytics account, they are added immediately. If not, they receive an invitation email and are added to the org when they sign up.

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Changing A User’s Role

Within your organization (Settings page):
  1. Go to Settings → Team Members
  2. Find the user in the member list
  3. Use the role dropdown next to their name to switch between Admin and Member
  4. To remove a user, click the remove button