Roles & Rights Guide

When setting up your team, Creatopy offers a range of default roles you can assign to your teammates. The roles will determine what type of access they'll have within the team.

Default Roles

• Team Owner
• Admin
• Template Designer
• Editor
• Viewer

Below, you can find a visual representation of the available roles and their rights:

Rights | Roles →             ↓	Team Owner¹	Admin	Template Designer	Editor	Viewer²
View Designs
Comment
Create/Edit  Designs
Download and Publish
Create/Manage Manage Folders
Create/Manage Brand Kits
Create/Manage Projects
Create/Edit     Feeds
Create/Edit Templates
Brand Control
Add/Remove Members
View/Edit Billing Details
View/Edit Payment Methods
Delete Team

Create Custom Roles

You can create additional roles and assign permissions to the newly created roles. This is available through the Enterprise plan. Creating a new role requires a Team owner or Admin role within your team.

To create a new role, follow these steps:

1. Head over to Manage account.
2. Go to Roles and permissions, located under the Team settings section.  
3. Click on Create new Role.
4. Type in the name of the role.
5. Choose the permissions³:
   • Manage Team. You can create, edit, and delete teams. You can also invite members and assign roles within your team.
   • Manage Projects. You can create, edit, and delete projects and invite members to collaborate on them.
   • Manage Brands. Create, edit, or delete brand kits. Customize logos, colors, typography, and brand elements.
   • Manage Feeds. Create, edit, or delete feeds. Modify and delete content (text, colors, images, etc.) within your feed.
   • Design. Create, edit, and delete designs. Organize designs into folders for easy access.
   • Download & Publish. Download designs in any format and publish through Ad Serving.
   • View. You can view files and folders shared with you.
6. Once done, click Save Changes.

Important: Keep in mind that every role—the only exception being the Viewer role—can invite someone to a Team or project. However, only the Team Owner and admin can approve or deny pending invitations.

Note¹: The Team Owner role is assigned to you by default when you sign up for a plan or create a new team.

Note²: The Viewer role is the only one free of charge. Any other type of user within a team can invite a Viewer.

Note³: It's important to consider that you won't be able to make any changes to the default roles, and you cannot create new roles with the same permissions as the default roles.