What roles are available in ROAS Reports?

Four roles: Owner (full access including deletion), Admin (team and settings management), Editor (create groupings, segments, alerts, trigger syncs), and Viewer (read-only access to all reports).

How do I invite someone to my team?

Go to Settings > Team, click Invite Member, enter their email address, and choose a role. They receive an email invitation that expires after 7 days.

Team Management

What roles are available?

ROAS Reports has four roles, each building on the permissions of the one below it:

Role	What they can do
Owner	Everything. Delete the organization, transfer ownership, manage billing (when available). Each organization has exactly one owner.
Admin	Manage team members (invite, edit roles, remove), change organization settings, and everything an Editor can do.
Editor	Create and edit custom groupings, saved segments, and alert rules. Trigger manual data syncs. View all reports and data.
Viewer	Read-only access to all reports, dashboards, and data. Can apply existing groupings and segments but cannot create or modify them.

How do I invite someone?

Go to Settings > Team and click Invite Member. Enter their email address and select a role. They'll receive an email with a link to join your organization.

If they don't have a ROAS Reports account, they'll be guided through signup first. Invitations expire after 7 days.

You can also edit a member's role, title, and department assignment after they join.

How does ownership transfer work?

Only the current owner can initiate an ownership transfer. The process:

Go to Settings > Team
Select the target member (must be an active Admin)
Click Transfer Ownership
The target receives a notification to accept the transfer
They have 7 days to accept before the transfer expires
Once accepted, the previous owner becomes an Admin

This ensures there's always exactly one owner per organization and that transfers are explicitly accepted.

Departments (agencies only)

Agency organizations can create departments to organize team members. Departments support unlimited nesting (e.g., “Paid Media > Google > Search”).

Each team member can be assigned to a department and have a “reports to” relationship with another member. This is organizational only — departments don't affect data access permissions.

Removing team members

Admins and Owners can remove team members. Removed members are soft-deleted, meaning:

They lose access to the organization immediately
Their account and data are preserved (not permanently deleted)
They can be restored if removed by mistake