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Collaborators: Collaborator Roles

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In this article, you will find an explanation of collaborator roles and the corresponding permissions they grant to collaborators. Collaborator roles effectively assign specific tasks to your co-workers while restricting their access to only the designated role. This approach ensures a secure environment for each section of your workspace.

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Requirements

Section titled “Requirements”

  • An active ClickFunnels 2.0 account

  • A collaborator

Collaborator Roles

Section titled “Collaborator Roles”

  • Reader: The Reader can view the general site and funnel pages but cannot make any changes or actions. The Reader also cannot view sensitive information, like settings and Payments AI.

  • Customer Support: The Customer Support role can only manage contacts and orders but not delete them.

  • Affiliate Manager: Can manage all the affiliates with the same permissions as a Reader.

  • Funnel Builder: This allows you to edit, manage, and change (also delete and archive when available) Contacts, Courses, Blogs Sites, Funnels, Workflows, Workspaces, Products, Orders, and Teams.

  • Marketing: This role can manage the Marketing section of a Workspace only.

  • Billing: This role permits the management of a workspace’s Payments AI.

  • Administrator: The Administrator role can view everything and do all actions.