Every user has a role that determines what they can see and change. Understanding the role structure helps you set up access correctly from the start rather than adjusting it reactively.
How roles work
Coefficient Analytics has two levels of roles: workspace-level roles, which control billing and account administration, and client-level roles, which control access to a specific client's data.
Workspace-level roles:
- Workspace Owner — full access, including billing, credit purchases, and transferring ownership of the workspace.
- Workspace Admin — day-to-day account administration, without billing or ownership controls.
- Member — read-only access, limited to the specific websites they've been granted rather than everything in the workspace.
Client-level roles, assigned per client:
- Client Admin — full access to that client's dashboards, reports, integrations, and members.
- Analyst — can view dashboards and reports and use AI Analytics, but can't manage integrations or members.
- Viewer — read-only access to that client's dashboards and reports.
A person can hold different client-level roles across different clients in the same workspace — for example, Client Admin on one client and Viewer on another.
Choosing the right role
A reasonable default: keep Workspace Owner limited to whoever is accountable for billing, give Client Admin to whoever actively manages a given client's data sources and team, and give Analyst or Viewer to everyone who primarily works with dashboards and reports rather than configuring them. It's easier to grant additional access later than to walk back overly broad access after the fact.
Reviewing access
Workspace admins can review current role assignments at any time from workspace settings, and audit log activity (see Reports) can help identify accounts that haven't been active and may be worth reviewing.