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Updated: Dec 11, 2024

Workspace user roles and permissions overview

Every beehiiv account has its own workspace, where you manage publications, teammates, API access, and billing information. Within this workspace, you can assign teammates to be an Admin, Member, or Contributor.

In this article, we’ll explain the responsibilities and capabilities of each role, along with some practical use cases. We’ll also provide detailed charts outlining the permissions for different features within beehiiv.


Types of user roles

Admin

Admins have full access to all areas of the account, including subscriber lists, wallet, revenue data, and everything else. It’s best to assign this role only to trusted teammates within your workspace.

Important Note: The Admin who created the publication is designated as the Owner.

For assistance with transferring ownership of a publication or workspace, go to the Help page in the top-right corner of your account to submit a support ticket.

Tech Note: Only the primary account holder/owner has the authority to delete subscriber tags. Workspace Admins can add subscriber tags but cannot delete them.

Member

The Member role is designed for teammates who need access to most features but should not have access to more sensitive settings, typically reserved for Admins.

Members can perform all tasks except the following:

  • Cannot update Stripe accounts, bank accounts, billing, or domains.
  • Cannot export data, access the API, or change workspace settings.

Contributor

This Contributor role is dedicated to content creation, with access limited to the post editor and automations. It’s ideal for freelance writers or content creators who don’t need access to data or settings.

Contributors can:

  • Create and design posts, post templates, and automations.
  • However, they cannot publish posts or activate automations.

Role limits based on plan

PlanUser Limit

Scale or Max Trial

1 user (the Owner)
Launch1 user (the Owner)
Scale3 users (Owner + 2 users)
MaxUnlimited users
EnterpriseUnlimited users

Types of access levels 

Publication Access

This type of access allows a teammates to fulfill their role in a specific publication to which they are assigned.

For example, if your workspace includes three publications (A, B, and C) and you want this user to have access only to publications A and C, you would invite them as a “publication” member twice — once for each publication.

Workspace Access

Workspace access grants permissions across all publications within the workspace.

For example, if a user is added as a ‘Workspace Member,’ they will have Member access to every publication in the workspace. This access automatically extends to any future publications you add to the workspace, providing streamlined permissions across the board.


Example roles and use cases

Freelancer Access
“I’m hiring a freelancer to write posts across all publications, but I don’t want them to see my revenue or access the subscriber list.”

Solution: Assign this user as a Workspace Contributor.

Automation Coordinator
“I have a team member who manages our automations and publishes posts, but I don’t want them to have access to export our full subscriber list, and their work is limited to one specific newsletter.”

Solution: Assign this user as a Publication Member for that specific publication.

Mixed role across publications
“I want this person to be an admin for our first publication but a member for the other 2. How can I set this up?”

Solution: Add them as a Publication Admin in the first publication, and as a Publication Member in the other 2.


Permission Access Charts

Key: ✓ means this role has access to the feature.

Top Navigation Menu

Main Option2nd OptionContributorMemberAdmin
Wallet   
Help  
User AccountPersonal Info
 Account Security
 Notification Preferences
*Can only see Editor, Comments & Notifications.

 

Account Dashboard

OptionContributorMemberAdmin
Overview Tab
Audience Tab 
Engagement Tab 
Monetization Tab 
Download Button (Download Chart & Download CSV)  

 

Posts & Editor

OptionContributorMemberAdmin
Create
Edit
Delete
*Can only delete drafts of posts they create. Cannot delete live posts.
Archive 
Preview
Send Test
*Can only send to Admins and Members in the account.
Simulate Subscriber  
Schedule
*Visible, but disabled.
Publish
*Visible, but disabled.
Make into template
Use template
Edit template
*Only templates the contributor created.
View Template
Post Index, Search, etc.
Post > Overview
Post > Performances 

 

Audience

Main Option2nd OptionContributorMemberAdmin
Subscribers  
Segments  
Automations    
 New Automation
 View Overview 
 Edit Workflow
*Can only edit drafts they create.
 Duplicate
 Launch Automation* 
 Delete Automation
Polls  
Surveys  
Subscribe Forms  

 

Grow

OptionContributorMemberAdmin
Referral Program 
Recommendations 
Magic Links 
Boosts  

 

Monetize

OptionContributorMemberAdmin
Subscriptions 
Ads 
Boosts  

 

Design

Main Option2nd OptionContributorMemberAdmin
Website Builder    
 Home Page 
 Signup Page 
 Upgrade Page 
 Custom Pages 
Website Settings    
 Pixels 
 SEO 
 Social Links 
 Email Capture 
 Signup Flow 
 Comments 
 Notifications 
 Mobile App 
 Security 
 Static Pages 
 Embed Recommendation Widget 
 Theme Reset 
Newsletter Builder  

 

Analyze

OptionContributorMemberAdmin
Subscribers Report 
Posts Report 
Clicks Report 

 

Settings

Main Option2nd OptionContributorMemberAdmin
Publication    
 General Info 
 Emails 
 Content Import 
 Subscribers Import 
 Export Data  
 Domains  
 Webhooks  
 Payment Accounts  
 RSS 
Workspace    
 Team  
 Billing & Plan  
 API  

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