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Overview
Roles help you create efficient workspaces in Everflow. Each Role can have specific access levels based on what your team members need to do their jobs. For example:
- Finance teams mainly need access to invoices, payment process tools, and basic reporting
- Marketing teams focus on Offer management and performance metrics
- Account managers need Partner data and communication tools
- Data analysts require deep access to reporting and analytics
You can customize each Role's permissions to show only relevant tools and hide everything else, making the platform simpler and more focused for each team member.
Understanding Access Levels
Everflow offers two main permission types:
- Full Access: Lets users view, add, and edit
- Read Only: Lets users view but not make changes
Note
Only users with both Super User status AND the appropriate role permissions can add new employees and modify their profiles and authorizations
Setting Up Roles
Find role settings in
Control Center -> Accounts -> Roles
:Click
+ Role
to create new rolesName your role
Set permissions by section
Use All permissions checkbox for full access
Click
>
to customize individual sections (specific Report or section in Control Center)Set specific access levels per section
Dashboard reporting remains visible to all roles
Menu items can be hidden for simplification
Permissions can be adjusted anytime
Role changes take effect immediately
Common Role Examples
Finance Team
Focused on financial operations:
✓ Invoice Management
✓ Reporting Adjustments
× Hidden: Offers
× Hidden: Partners
Etc.
Data Team
Optimized for data analysis:
✓ Full Reporting Access
✓ Analytics Tools
✓ Read-Only Offer Access
✓ Read-Only Partner Data
Etc.
Senior Account Manager
Complete management toolkit:
✓ Full Offer Access
✓ Partner Management / Advertiser Management
✓ Complete Reporting
✓ Analytics Tools
Junior Account Manager
Training-focused access:
✓ Read-Only Offer Access
✓ Read-Only Partner View
✓ Basic Analytics & Reporting
× Limited Editing Rights
Quick Reference: Common Tasks
Task
Location
Notes
Create Role
Control Center -> Accounts -> Roles
Click [ + Role ]
Assign Role
Control Center -> Accounts
Use Edit option to change / assign Roles for Accounts (Users)
Modify Permissions
Roles Section
Expand with -> for details when adding or editing a Role
Best Practices
Start everyone with basic access and add permissions when they need them for their work. Make sure each person's access matches what they do in their job. Review permissions regularly to keep them up to date, and maintain clear records of everyone's access levels.
All roles can see basic dashboard reporting, but you can customize what else they view.
