Roles & Permissions

ViewsBase has a three-level permission model: Organization → Campaign → Creator. Each level controls what users can see and do.

Organization Roles

These roles are set when a user is invited to the organization.

Org Admin

The highest level of access. Org admins can do everything across all campaigns.

Can do:

• Create, edit, and delete campaigns
• Add and edit creators with deal terms
• Invite new team members to the org
• Edit video CPM, cap, views — finalize, reject, mark as paid
• View all analytics, payments, and creator data
• Access org-level settings and member management
• Dismiss the demo campaign

Typical user: Agency owner, account manager, team lead.

Org Member

Restricted to specific campaigns they've been assigned to. Their access within each campaign depends on their campaign role (see below).

Can do:

• View data for campaigns they're assigned to
• Perform actions within those campaigns based on their campaign role

Cannot do:

• Create or delete campaigns
• Manage org settings or members
• See campaigns they're not assigned to

Typical user: Campaign coordinator, junior team member.

Campaign Roles

When an org member is assigned to a campaign, they get one of these roles. Org admins don't need campaign roles — they automatically have full access to all campaigns.

Campaign Admin

Full control over a single campaign.

Can do:

• Edit video CPM, cap, and view counts
• Add and remove creators from the campaign
• Reject and finalize videos
• Mark videos as paid
• View all campaign analytics and payment data

Typical user: Campaign manager who owns one or more specific campaigns.

Campaign Editor

Can modify data but can't manage the creator roster.

Can do:

• Edit video CPM, cap, and view counts
• Reject and finalize videos
• Mark videos as paid
• View all campaign analytics and payment data

Cannot do:

• Add or remove creators
• Change creator deal terms

Typical user: Team member who processes videos but doesn't manage creator relationships.

Campaign Viewer

Read-only access to a single campaign.

Can do:

• View all campaign data — analytics, posts, payments, creators
• Use filters and search

Cannot do:

• Edit any data (no CPM changes, no rejections, no finalization)
• Add or remove creators
• Modify anything

Typical user: Client who wants to monitor campaign progress, auditor, or stakeholder.

Creator Role

Creators don't have organization or campaign roles. They authenticate with an access code and see only their own data.

Can do:

• View their own videos and earnings
• See video statuses (active, finalized, paid)

Cannot do:

• See other creators' data
• See CPM rates or deal terms
• Edit any data
• Access any admin interface

See Creator Portal for the full creator experience.

How Roles Interact

Here's how the hierarchy works in practice:

Inviting Team Members

Org admins invite team members from the Members page (top nav).

1. Click Invite Member
2. Enter their email and choose an org role (Admin or Member)
3. If you chose Org Member, select one or more campaigns and a campaign role (Admin/Editor/Viewer)
4. Click Send Invite

The invited user receives an email with a link to log in. When they log in, the invitation is automatically accepted and they're added to the organization and any assigned campaigns.

If the user already has a ViewsBase account (e.g., they're in another organization), they'll receive an email telling them to log in. Their pending invitation is accepted automatically on their next login.

Assigning Members to Campaigns

After a team member has joined your org, you can assign them to additional campaigns at any time:

1. Go to the Members page
2. Find the member and click Assign Campaign
3. Pick the campaign and role
4. They'll have access immediately — no invite email needed

You can also remove a member from a campaign the same way. This revokes their access to that campaign but keeps them in the org.

Note: Org admins automatically have access to all campaigns. You only need to assign campaigns to org members.

Common Setups

Solo Agency Owner

One user with Org Admin role. Manages everything directly.

Small Team

• Agency owner → Org Admin (manages org + key campaigns)
• Campaign managers → Org Members with Campaign Admin per campaign
• 20+ creators → Creator role with access codes

Large Agency

• Agency owner + operations lead → Org Admin
• Campaign managers → Org Members with Campaign Admin on their campaigns
• Junior staff → Org Members with Campaign Editor (can process videos, can't manage creators)
• Clients → Org Members with Campaign Viewer (read-only dashboards)
• 100+ creators → Creator role with access codes