Account & Team Updated
Roles and Permissions
What owners, admins and viewers can do in Prism, and how modules, page access and child project access decide what each member sees.
4 min read Updated
Every member of a Prism project has a role. The role decides what they can do. Separately, the project's modules, page access and child project access decide what they can see.
The three roles
| Role | What they can do |
|---|---|
| Owner | Everything an admin can do, plus change a member's role and remove admins. The owner is the person who owns the project. |
| Admin | Open the Client panel (Team, Project settings, Keyword Setting). Invite members, set their page and child project access, and remove viewers. Create, edit and delete tracking projects. Sees every child project in the Prism panel. |
| Viewer | Sees reports in the Prism panel only. Sees only the Google SERP and LLM child projects an admin has granted. Cannot open the Client panel. |
When you invite someone, you can choose admin or viewer. See Team members.
What each role can do
| Task | Owner | Admin | Viewer |
|---|---|---|---|
| See reports in the Prism panel | Yes | Yes | Yes |
| See every child project | Yes | Yes | Only those granted |
| See Settings in the sidebar and open the Client panel | Yes | Yes | No |
| Invite members | Yes | Yes | No |
| Set a member's page and child project access | Yes | Yes | No |
| Create, edit and delete tracking projects | Yes | Yes | No |
| Remove viewers | Yes | Yes | No |
| Remove admins | Yes | No | No |
| Change a member's role | Yes | No | No |
| Request access to a module | Yes | Yes | Yes |
If you are an admin or owner on at least one project, you can open the Client panel. It only lists the projects where you are an admin or owner.
What a member sees
Three things decide what appears for a member:
- The project's modules. A project has modules turned on, such as Google, Bing, Play Store, App Store, YouTube, the LLM Tool and GA4 + Search Console. Pages for modules that are off do not appear. Advanced Analytics is an add-on that only some projects have. Unified Dashboard and Integrations & MCP are on for every project.
- Page access. An admin can limit one member to some pages with Manage page (module) access on the Team screen.
- Child project access. Viewers only see the Google SERP and LLM child projects an admin has ticked for them. Everyone sees all Bing, YouTube and app store child projects.
So a member sees the modules turned on for the project, minus any pages restricted for them. A viewer also only sees their granted child projects.
Need a module your project does not have? Use Request access on the Unified Dashboard. See Request access to a module.
Messages you may see
| Message | What it means | What to do |
|---|---|---|
| This module isn't available — "This page isn't included for the selected project. Contact your administrator if you need access." | The module is off for this project, or your access is restricted. Prism then moves you to a page you can open. | Ask your admin, or use Request access. |
| Advanced Analytics is not accessible — "Please contact your admin to get access to Advanced Analytics for this project." | Your project does not have the Advanced Analytics add-on, or it is restricted for you. | Ask your admin. |
| You don't have access to this page — "You need admin or owner access on at least one project to open this panel." | You are a viewer on all your projects and tried to open the Client panel. | Click Go to Prism. Ask the project owner for the admin role if you need it. |
Tips
- Keep the number of admins small. Give viewer to people who only read reports.
- If a teammate cannot find a report, check their page access. If they are a viewer, also check their child projects.
- Learn how the panels differ in Your account.
Frequently asked questions
What is the difference between an admin and a viewer?
A viewer can only see reports in the Prism panel, and only the Google SERP and LLM child projects granted to them. An admin sees every child project, can open the Client panel, invite members, manage tracking projects and remove viewers.
Who can change a member's role?
Only the project owner. The owner can also remove admins.
Why do I see This module isn't available?
The page is not turned on for the selected project, or your admin has restricted your page access. Prism then moves you to a page you can open. Contact your administrator if you need it.
Related articles
- Account & TeamTeam MembersInvite teammates by email, choose their role, pick which pages and child projects they see, and remove members from the Team screen.Read
- Account & TeamRequest Access to a ModuleAsk for a module your project doesn't have yet, such as Bing or YouTube, with the Request access button on the Unified Dashboard.Read
- Getting StartedYour AccountUse the account menu, learn that a sign-in lasts 8 hours, and understand the difference between the Prism panel and the Client panel.Read
- Account & TeamProject SettingsView, create, edit and delete tracking projects for each channel, set their schedule, and manage keyword and prompt files from Project settings.Read
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