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.
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.
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
Plan | User Limit |
Scale or Max Trial | 1 user (the Owner) |
Launch | 1 user (the Owner) |
Scale | 3 users (Owner + 2 users) |
Max | Unlimited users |
Enterprise | Unlimited 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 Option | 2nd Option | Contributor | Member | Admin |
Wallet | ✓ | |||
Help | ✓ | ✓ | ||
User Account | Personal Info | ✓ | ✓ | ✓ |
Account Security | ✓ | ✓ | ✓ | |
Notification Preferences | ✓ *Can only see Editor, Comments & Notifications. | ✓ | ✓ |
Account Dashboard
Option | Contributor | Member | Admin |
Overview Tab | ✓ | ✓ | ✓ |
Audience Tab | ✓ | ✓ | |
Engagement Tab | ✓ | ✓ | |
Monetization Tab | ✓ | ✓ | |
Download Button (Download Chart & Download CSV) | ✓ |
Posts & Editor
Option | Contributor | Member | Admin |
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 Option | 2nd Option | Contributor | Member | Admin |
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
Option | Contributor | Member | Admin |
Referral Program | ✓ | ✓ | |
Recommendations | ✓ | ✓ | |
Magic Links | ✓ | ✓ | |
Boosts | ✓ |
Monetize
Option | Contributor | Member | Admin |
Subscriptions | ✓ | ✓ | |
Ads | ✓ | ✓ | |
Boosts | ✓ |
Design
Main Option | 2nd Option | Contributor | Member | Admin |
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
Option | Contributor | Member | Admin |
Subscribers Report | ✓ | ✓ | |
Posts Report | ✓ | ✓ | |
Clicks Report | ✓ | ✓ |
Settings
Main Option | 2nd Option | Contributor | Member | Admin |
Publication | ||||
General Info | ✓ | ✓ | ||
Emails | ✓ | ✓ | ||
Content Import | ✓ | ✓ | ||
Subscribers Import | ✓ | ✓ | ||
Export Data | ✓ | |||
Domains | ✓ | |||
Webhooks | ✓ | |||
Payment Accounts | ✓ | |||
RSS | ✓ | ✓ | ||
Workspace | ||||
Team | ✓ | |||
Billing & Plan | ✓ | |||
API | ✓ |