Roles and permissions
What owners, analysts, and read-only members can each do.
ENWritten by Elena Novak· Documentation LeadLast updated
Writes and maintains the Paid Lens documentation, from first connection to workspace administration.
Roles are assigned per workspace and, on agency plans, per client.
Role matrix
- Owner — billing, connections, roles, and everything below.
- Analyst — work the decision queue, build reports, run the AI Analyst. No billing or connection changes.
- Read-only — view reports and decisions, export files. No approvals.
Inviting people
Invites are sent by email and expire after 7 days. Members sign in with the same Google or Microsoft SSO used everywhere else in the product.
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