Roles and Permissions

Understanding roles helps you give team members the right level of access. Here's the complete breakdown.

Role Overview

Role	Purpose	Best For
Admin	Full control	Business owners, managers
Editor	Day-to-day work	Marketing team, designers
Viewer	Read-only access	Stakeholders, clients

Detailed Permissions

QR Code Management

Action	Admin	Editor	Viewer
View QR codes	✅	✅	✅
Create QR codes	✅	✅	❌
Edit QR codes	✅	✅	❌
Delete QR codes	✅	✅	❌
Download QR codes	✅	✅	✅
Change destinations	✅	✅	❌
Customize designs	✅	✅	❌

Organization

Action	Admin	Editor	Viewer
Create folders	✅	✅	❌
Move QR codes	✅	✅	❌
Delete folders	✅	✅	❌

Analytics

Action	Admin	Editor	Viewer
View analytics	✅	✅	✅
Export data (CSV)	✅	✅	❌

Team Management

Action	Admin	Editor	Viewer
Invite members	✅	❌	❌
Remove members	✅	❌	❌
Change roles	✅	❌	❌
View team list	✅	✅	✅

Billing & Settings

Action	Admin	Editor	Viewer
View billing	✅	❌	❌
Change plan	✅	❌	❌
Update payment	✅	❌	❌
Change org settings	✅	❌	❌

Choosing the Right Role

When to Use Admin

Give Admin to people who need to manage the team itself, handle billing, or make organizational decisions.

Typical Admins: Business owner, marketing director, IT administrator, account manager.

Admins can remove other admins and change billing. Only give this role to trusted individuals.

When to Use Editor

Give Editor to people who create and manage QR codes daily but don't need team or billing access.

Typical Editors: Marketing specialists, designers, content managers, store managers.

When to Use Viewer

Give Viewer to people who need to see what exists and review analytics but shouldn't make changes.

Typical Viewers: Executives needing reports, clients reviewing work, temporary stakeholders.

Changing Roles

To change someone's role:

Go to Settings → Team
Find the member
Click their current role
Select the new role

Changes take effect immediately.

Role Limitations

What Editors Cannot Do

Invite or remove team members
Change anyone's role
Access or change billing
Modify organization settings

What Viewers Cannot Do

Everything Editors cannot do, plus:

Create new QR codes
Edit existing QR codes
Delete anything
Export data

Special Scenarios

Temporary Access

For contractors or temporary team members, add them as Editor or Viewer, set a reminder to review, and remove access when the engagement ends.

Client Access

Add clients as Viewers. They can see QR codes and analytics but can't make changes. Remove when the project completes.

Agency Managing Multiple Clients

Options:

Separate organization per client (cleanest separation)
One organization with folders per client (simpler billing)
Add client stakeholders as Viewers

Security Best Practices

Start with minimum access. Give Viewer first, upgrade to Editor if needed, Admin only when truly necessary.

Review access periodically. Check who has access, what role they have, and whether they still need it.

Always have multiple Admins. If your only Admin leaves or loses access, you'll need to contact support to regain Admin access. Having at least two Admins prevents this problem.

Common Questions

Can I create custom roles? Not currently. We have Admin, Editor, and Viewer.

Can Editors see billing information? No. Only Admins can see billing.

Can I hide certain QR codes from some team members? Not currently. All team members see all QR codes in the organization.

What happens if the only Admin leaves? You'll need to contact support to regain Admin access. Always have multiple Admins.

Can I restrict access to specific folders? No. Folders are visible to all team members.