When you sign up for a new workspace, the user setting up the account is is allotted 2 user roles, that of an Admin and a Billing Admin. Any subsequent users added to your workspace are identified as 'Admins'.
Lifesight offers these 2 user roles across all workspaces. Let's take a look at what each role allows you to do.
Admin
Every user added to the Lifesight platform is identified as an admin. An Admin can be added to a workspace via an invite or by signing up, and has access to all the workspace capabilities except subscribing to a new plan and editing.
Billing Admin
The person who creates an account and sets up a new workspace is identified as the ‘Billing Admin’. S/he can select a new subscription plan and edit the existing plan.
The table below should help you understand the capabilities of the different user roles better:
Capability | Billing Admin | Admin |
Connect Shopify store | Cannot connect | Can connect |
Create a new segment | Cannot create | Can create |
Send a campaign | Cannot send | Can send |
Publish an automation | Cannot publish | Can publish |
Create templates | Cannot create | Can create |
Add a new user | Cannot add | Can add |
Subscribe to a new plan | Can subscribe | Cannot subscribe |
Delete subscribed plan | Can delete | Can delete |
Edit subscribed plan | Can edit | Cannot edit |
If you're looking to add a teammate, our article on inviting new users to your workspace should help.
If you have any further queries, please write to us at [email protected] and we'll get back to you at the earliest.