Team and Access
Control who can see and change what in Lifesight, with preset roles, custom roles, and access requests.
Give every person on your team access to exactly what they need, so they can do their job in Lifesight without seeing or changing more than they should.
Each person is assigned one role, and that role decides which modules they can open and which actions they can take. Lifesight includes six preset roles, each with Read access (view results) or Manage access (create, edit, and act) to the modules it covers. When someone opens a module outside their role, they see an Access Restricted screen where they can request access from a Workspace Admin.
When the preset roles don't match how your team works, Custom Roles let you tailor access to specific modules and platform capabilities. For example, you can give an agency partner read-only access to Attribution while keeping Planner and Settings limited to your internal team.
Updated about 2 hours ago