AI DASH makes it easy to collaborate with your team or partners while controlling who can make changes within your Organization. Each Organization has one Owner, while additional members can be assigned either the Admin or View Only role. The role assigned to a member determines what they can view and manage across AI DASH.
Roles and permissions
AI DASH supports three Organization roles:
Owner
The Owner has full access to the Organization and all AI DASH features.
Each Organization can have only one Owner. The Owner can invite new members as Admin or View Only, as well as manage existing members within the Organization.
Admin
An Admin has essentially the same platform access as the Owner and can manage campaigns, creatives, reports, tracking, brands, and other available features. Admins can also invite additional members to the Organization as either Admin or View Only.
View Only
A View Only member can access the Organization and view its data, campaigns, reports, and other available information, but cannot make changes or manage other members within AI DASH.
Permission | Owner | Admin | View Only |
View Organization data | ✓ | ✓ | ✓ |
Create or edit campaigns | ✓ | ✓ | — |
Export reports | ✓ | ✓ | — |
Create or manage scheduled reports | ✓ | ✓ | — |
Upload or delete creatives | ✓ | ✓ | — |
Create or edit Tracking | ✓ | ✓ | — |
Create, edit, or delete Brands | ✓ | ✓ | — |
Invite new members | ✓ | ✓ | — |
Change the role of other non-Owner members | ✓ | ✓ | — |
Remove other non-Owner members | ✓ | ✓ | — |
Note: The Owner cannot be removed or have their role changed through member management.
Invite a member
Owners and Admins can invite additional members to an Organization.
To invite a new member:
Open the Members section of your Organization.
Click Invite member.
Enter the member's email address.
Select a role:
• Admin
• View Only
Click Send invite.
The invited member will receive an invitation to join your Organization.
Note: Each Organization can have only one Owner, so the Owner role is not available when inviting a new member.
Manage existing members
Owners and Admins can manage existing members within an Organization.
From the Members section, select the member you want to manage. You can:
Change their role between Admin and View Only
Remove them from the Organization
View Only members cannot change member roles or remove members.
The Organization Owner cannot be edited or removed from the member list.