The roles you can give a shared user, what each one is allowed to do, and how permissions decide which parts of the dashboard they get to see at all today.
Every teammate you invite is assigned a role that determines exactly what they can see and do in your account. Roles live under User Management > Roles in the left sidebar (/users/user-roles), and the same role list drives the Choose Role dropdown in the Invite Users drawer.
The Roles and Activity items under User Management only appear in the sidebar for accounts with the right plan and permissions — see Custom roles are plan-gated below for what that looks like when they’re hidden.
Every account starts with five built-in roles: Viewer, Manager, Admin, Analyst, and Billing Manager.
The Choose Role dropdown isn’t a fixed list — it shows the five system roles plus every custom role your account has created (see Custom roles are plan-gated below), so its exact contents vary by account.
The Choose Role dropdown in the Invite Users drawer, listing the five system roles followed by this account's custom roles
Selecting a role in the invite drawer shows a live Can / Cannot permission preview for system roles (custom roles select silently without a preview). Here’s what each system role grants:
Role
Can
Cannot
Admin
Create, design, edit, and delete QR Codes; view and export analytics; create, update, and delete Lead Lists; set up or remove Custom Domains; generate/update/download QR Codes via Bulk Operation; export shared users data; view custom tags; create and manage folders
View or edit billing information; add or remove users; create or remove custom tags
Manager
Create, design, and edit QR Codes; view and export analytics; set up new Custom Domains; export shared users data; generate/update/download QR Codes via Bulk Operation; create and manage folders
Delete QR Codes, Lead Lists, and Custom Domains; view or edit billing information; add or remove users; view custom tags
Billing Manager
View or edit billing information; upgrade or downgrade the subscription plan; add, update, or remove payment methods; view payment history; download invoices
View, create, and update QR Codes or Lead Lists; add or remove users; export shared users data; generate/update/download QR Codes via Bulk Operation; view, set up, or remove custom domains and custom tags
Analyst
View, download, and export QR Codes data; view and export analytics; view Lead Lists’ data & analytics; view the Custom Domain list; view and export shared users data; download QR Codes via Bulk Operation; view custom tags
View or edit billing information; create, design, or edit QR Codes and lead lists; add or remove users; generate or update QR Codes via Bulk Operation; create or remove custom tags
Viewer
View and export scan analytics/reports; export shared users data; view and export Lead Lists’ data & analytics; download QR Codes via Bulk Operation
Edit or download QR Codes; view or edit billing information; add or remove users; create or edit Lead Lists; view custom tags
Live permission preview for the Manager role in the invite drawer
Full Access doesn’t show a Can/Cannot preview — selecting it in the invite drawer leaves the permissions panel empty. It’s a separate, unrestricted role distinct from the account Owner (the account you signed up with, which isn’t invited or assigned a role at all).
From the Users table, click the eye icon next to any teammate’s role to open a read-only View User Role drawer. For a default system role, every permission is grouped by category — QR Code, Pages, Tags, Analytics, Event Tracking, Integrations, and more — with each individual permission shown as a checked or unchecked checkbox, and a banner confirming the role can’t be edited:
Read-only view of the built-in Manager role, showing its full permission breakdown grouped by category
Beyond the five default roles, an account can create fully custom roles with its own checkbox-per-permission selection, grouped by the same categories shown above. This is managed from the Roles tab (/users/user-roles), which lists every role — default and custom — with a Create Role button, plus a Type column (System or Custom) and a permission count per role.
Creating and managing custom roles requires a dedicated quota on your plan. Without that quota the Roles tab does not appear in the sidebar, and /users/user-roles loads an empty page rather than an error. Contact support if you expect to have it.
The Roles tab on an account without the custom-roles quota: a valid page load with an empty content area, no Create Role button, and no role table
On an account with the quota, Create Role opens a Create User Role drawer with a User Role Name field and the same category-grouped permission checkboxes shown in the read-only view above — just editable instead of disabled — and a Save Role button.
The Create User Role drawer on an account with the custom-roles quota
Existing custom roles on the Roles tab get a View / Edit action instead of system roles’ read-only View, opening the same drawer pre-filled and editable. Contact support if you believe your plan should include this and the Roles tab isn’t showing up for you.