<h1>Understanding Roles and Permissions in Medialister</h1>Medialister uses a flexible role-based system that helps teams collaborate effectively while maintaining appropriate access controls.<h2>How Roles Work</h2>Every member in Medialister has two types of roles:<ol class="steps-list"><li>Project Role Determines what you can do within specific projects</li><li>Organization Role Automatically assigned based on your project role</li></ol><blockquote>NB: The client and publisher dashboards are completely separate workspaces. When you invite someone to a project in the client dashboard, they will not have access to the publisher dashboard unless you invite them there as well.</blockquote><h3>The Connection Between Project and Organization Roles</h3>Your project role automatically determines your organization-level access:<ul class="accent-bullets"><li>Project Admin → Organization Admin (full access to all projects and settings)</li><li>Project Manager → Organization Manager (access only to invited projects)</li><li>Project Viewer → Organization Viewer (read-only access to invited projects)</li></ul><h2>Complete Permissions Table</h2><table style="min-width: 443px"><colgroup><col style="width: 343px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1" colwidth="343">Settings Permission</th><th colspan="1" rowspan="1">Admin</th><th colspan="1" rowspan="1">Manager</th><th colspan="1" rowspan="1">Viewer</th><th colspan="1" rowspan="1"></th></tr><tr><td colspan="1" rowspan="1" colwidth="343">Access to billing and transactions</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="343">Edit organization name</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="343">Change client's billing profile</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="343">Access affiliate program</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="343">Change personal settings and notifications</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td></tr></tbody></table><table style="min-width: 506px"><colgroup><col style="width: 343px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="width: 88px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1" colwidth="343">Cart and Checkout Permission</th><th colspan="1" rowspan="1">Admin</th><th colspan="1" rowspan="1">Manager</th><th colspan="1" rowspan="1" colwidth="88">Viewer</th><th colspan="1" rowspan="1"></th></tr><tr><td colspan="1" rowspan="1" colwidth="343">Make balance top-ups</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1" colwidth="88"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="343">Buy offers</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1" colwidth="88"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="343">Buy and accept extras</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1" colwidth="88"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="343">Add items (offers, extras) to cart</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1" colwidth="88"></td><td colspan="1" rowspan="1"></td></tr></tbody></table><table style="min-width: 440px"><colgroup><col style="width: 340px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1" colwidth="340">Orders Permission</th><th colspan="1" rowspan="1">Admin</th><th colspan="1" rowspan="1">Manager</th><th colspan="1" rowspan="1">Viewer</th><th colspan="1" rowspan="1"></th></tr><tr><td colspan="1" rowspan="1" colwidth="340">Cancel orders</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="340">Send orders for review</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="340">Move orders to available campaigns</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="340">Accept or reject placement links</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="340">Change order content and publish date</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="340">Accept or decline new conditions</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="340">Swap media for declined orders</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="340">Send messages in chat</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="340">View orders</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td></tr></tbody></table><table style="min-width: 491px"><colgroup><col style="width: 338px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="width: 78px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1" colwidth="338">Project Permission</th><th colspan="1" rowspan="1">Admin</th><th colspan="1" rowspan="1">Manager</th><th colspan="1" rowspan="1" colwidth="78">Viewer</th><th colspan="1" rowspan="1"></th></tr><tr><td colspan="1" rowspan="1" colwidth="338">Access all projects in organization</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">Create new projects</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">Delete projects</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">Upgrade members to admin</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">Invite/remove/downgrade admins</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">Edit project name</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">Invite/remove/downgrade managers</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">Upgrade members to manager</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">Invite/remove viewers</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1" colwidth="78"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="338">View projects</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1" colwidth="78">✓</td><td colspan="1" rowspan="1"></td></tr></tbody></table><table style="min-width: 436px"><colgroup><col style="width: 336px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1" colwidth="336">Campaigns Permission</th><th colspan="1" rowspan="1">Admin</th><th colspan="1" rowspan="1">Manager</th><th colspan="1" rowspan="1">Viewer</th><th colspan="1" rowspan="1"></th></tr><tr><td colspan="1" rowspan="1" colwidth="336">Edit campaign settings (name, budget, goal)</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="336">Delete campaigns</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="336">Create campaigns</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td><td colspan="1" rowspan="1"></td></tr><tr><td colspan="1" rowspan="1" colwidth="336">View campaigns</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1">✓</td><td colspan="1" rowspan="1"></td></tr></tbody></table><h2>Different Roles in Different Projects</h2>It depends on the role. You can invite a user as a manager in one project and as a viewer in another. However, if you invite a user as an admin in one project, they will be granted the admin role at the organization level and will have full access to all projects.

Client Dashboard

Check the roles, its rights, and restrictions

Member Roles

Getting Started

How It Works

Campaign Overview

Marketplace Basics

First Placement

For Newcommers

Campaigns in Details

Projects

Organizations

Publisher Dashboard Access

Media

Verification Process (KYB)

Offers

Offers Listing

Publisher Members

Extras for Clients

Bulk Media Upload

Orders Processing

Publisher Dashboard

Details of Placement Orders

Extras from Publishers

Issues with Orders

Media Swap

Mention Format

Publishing Process

Marketplace Search

Marketplace Customizations

Marketplace Filters

Placement Formats

Saved Marketplace Views

Marketplace

Client Service Fee

Guarantee 

Media Service Fee

Invoices

Payments and Billing

Account Security

Feedback and Bug Reports

Profile Deletion

Affiliate Program

Medialister API

Other

Medialister Help Center

Medialister