Medialister uses a flexible role-based system that helps teams collaborate effectively while maintaining appropriate access controls.
Every member in Medialister has two types of roles:
Project Role
Determines what you can do within specific projects
Organization Role
Automatically assigned based on your project role
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.
On a project's Members list, each member is shown with their name and email address, so you can quickly check which email a member uses to log in. Your own email is also shown in the profile menu in the sidebar, next to your name and role.
Your project role automatically determines your organization-level access:
Project Admin → Organization Admin (full access to all projects and settings)
Project Manager → Organization Manager (access only to invited projects)
Project Editor → Organization Editor (access to texts in invited projects, read-only access to everything else in those projects)
Project Viewer → Organization Viewer (read-only access to invited projects)
Settings Permission | Admin | Manager | Editor | Viewer |
|---|---|---|---|---|
Access to billing and transactions | ✓ | |||
Edit organization name | ✓ | |||
Change client's billing profile | ✓ | |||
Access affiliate program | ✓ | ✓ | ||
Change personal settings and notifications | ✓ | ✓ | ✓ | ✓ |
Cart and Checkout Permission | Admin | Manager | Editor | Viewer |
|---|---|---|---|---|
Make balance top-ups | ✓ | |||
Buy offers | ✓ | ✓ | ||
Buy and accept extras | ✓ | ✓ | ||
Add items (offers, extras) to cart | ✓ | ✓ |
Orders Permission | Admin | Manager | Editor | Viewer |
|---|---|---|---|---|
Cancel orders | ✓ | ✓ | ||
Send orders for review | ✓ | ✓ | ||
Move orders to available campaigns | ✓ | ✓ | ||
Accept or reject placement links | ✓ | ✓ | ||
Change order content and publish date | ✓ | ✓ | ||
Accept or decline new conditions | ✓ | ✓ | ||
Swap media for declined orders | ✓ | ✓ | ||
Send messages in chat | ✓ | ✓ | ||
Change order content or attach texts | ✓ | ✓ | ✓ | |
View orders | ✓ | ✓ | ✓ | ✓ |
Project Permission | Admin | Manager | Editor | Viewer |
|---|---|---|---|---|
Access all projects in organization | ✓ | |||
Create new projects | ✓ | |||
Delete projects | ✓ | |||
Upgrade members to admin | ✓ | |||
Invite/remove/downgrade admins | ✓ | |||
Edit project name | ✓ | ✓ | ||
Invite/remove/downgrade managers | ✓ | ✓ | ||
Upgrade members to manager | ✓ | ✓ | ||
Invite/remove viewers | ✓ | ✓ | ||
View projects | ✓ | ✓ | ✓ | ✓ |
Campaigns Permission | Admin | Manager | Editor | Viewer |
|---|---|---|---|---|
Edit campaign settings (name, budget, goal) | ✓ | ✓ | ||
Delete campaigns | ✓ | ✓ | ||
Create campaigns | ✓ | ✓ | ||
Edit campaign texts | ✓ | ✓ | ✓ | |
Delete campaign texts | ✓ | ✓ | ✓ | |
View campaign texts | ✓ | ✓ | ✓ | ✓ |
View campaigns | ✓ | ✓ | ✓ | ✓ |
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.