> ## Documentation Index
> Fetch the complete documentation index at: https://docs.threadlytics.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles & Permissions

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.

## Role Overview

|                                  | Admin | Member | Client 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)   |

## 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.

## 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

## 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)

## 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.

## 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