Roles & Permissions

What each role can and can't do.

Roles determine which actions a team member can take.

Client Admin

Manages the workspace: creates and edits sites, invites and manages team members, accesses Reports, and handles billing.

Client User

Uses the product's features but can't manage the team, sites, or billing.

Platform Admin

An internal OptimizeTrack role for managing clients across the platform — not something customer teams assign.

Feature gating

Some areas (Sites, Team, Reports) are limited to Client Admins. If you can't see one, check your role.