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Choosing the right role for a new hire

Last reviewed Sep 6, 2026

When inviting someone new, choose the role that matches what they'll actually do, rather than defaulting to a broader role out of convenience.

A simple guide

  • Building and managing campaigns day to day: Marketer.
  • Signing off on campaigns for brand consistency: Brand approver.
  • Signing off on campaigns for legal or regulatory reasons: Legal approver.
  • Managing the workspace itself, connections, team, settings: Admin.
  • Needs visibility only, no edit rights: Viewer.

Start narrow, adjust later

It's easy to change a role later if responsibilities shift, so there's little cost to starting narrow. See Changing someone's role.