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Roles determine what each member of your team can see and do. Every person who joins your organisation is assigned a role, and that role decides which areas of the platform they can access (creating promotions, reviewing claims, managing the team).
Not sure which role someone needs? Skip to Choosing the right role for a decision guide.

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Roles at a glance

Compliance Admin

Senior compliance leaders who configure policies and oversee the review process.

Compliance

Day-to-day compliance reviewers who approve or reject promotions.

Marketing Admin

Marketing leaders who manage promotions, team members, and integrations.

Marketing

Uploaders who build and submit promotions for review.

Legal

Legal reviewers who handle escalations and create claims when needed.

External Uploader

Outside collaborators who create and submit their own promotions through a restricted experience.

External Reviewer

Outside partners who review only the promotions explicitly assigned to them.

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Roles in detail

Who it’s for: senior compliance leaders responsible for setting up and overseeing the compliance programme.Can do:
  • Configure compliance settings, policies, and review workflows
  • Reassign reviewers and change a promotion’s review flow mid-review, including after decisions are recorded
  • Create, archive, and review promotions
  • Review submitted promotions and claims
  • Archive claims
  • Manage team members and role assignments
  • Connect Slack for notifications
  • View metrics and reporting dashboards
  • Create, edit, and manage disclaimers
  • View rules, change where a rule applies, archive and restore rules, and link policies, handbook references, disclaimers, claims, and promotions to rules
Can’t do:
  • Change what a rule checks for (managed by Adclear)
Who it’s for: compliance team members handling day-to-day review of promotions and claims.Can do:
  • Review and approve or reject submitted promotions and claims
  • Create, archive, and export promotions
  • Submit promotions for review
  • View disclaimers
  • View and comment on rules
  • View and comment on policies
Can’t do:
  • Configure compliance settings
  • Edit, archive, or restore rules
  • Create or manage policies
  • Manage disclaimers
  • Delete or archive claims
  • Manage organisation members or change role assignments
Who it’s for: marketing leaders overseeing the upload team with broader control over promotions and team management.Can do:
  • Create, archive, delete, and export promotions
  • Submit promotions and claims for review
  • Reassign reviewers and change a promotion’s review flow mid-review, including after decisions are recorded
  • Review submitted claims
  • Archive claims
  • Manage team members and role assignments
  • Connect Slack
  • View metrics, rules, and disclaimers
  • Change where a rule applies, archive and restore rules, and link policies, handbook references, disclaimers, claims, and promotions to rules
  • View and create compliance policies
Marketing Admins can’t change what a rule checks for. See Rules.
Who it’s for: uploaders who build promotions and submit them for compliance review.Can do:
  • Create, archive, and export promotions
  • Submit promotions and claims for review
  • Delete promotions when needed
  • View disclaimers
  • View and comment on rules
  • View and comment on policies
Can’t do:
  • Approve or reject promotions (reviewer responsibility)
  • Access compliance settings
  • Create or manage policies
  • Edit, archive, or restore rules
  • Manage team members
Who it’s for: outside collaborators, agencies, or influencer partners who need limited access to create content for review.Can do:
  • Create promotions
  • Submit promotions for review
Can’t do:
  • Review, approve, or reject anything
  • Access internal settings, policies, or team management
  • View metrics, rules, or disclaimers
Use this role for external partners who submit their own work. See External submission form and My Submissions.
Who it’s for: outside partners whose approval is required for promotions your team submits.Can do:
  • Open promotions explicitly assigned to them
  • Read the available review context and comments
  • Comment on assigned promotions
  • Approve, reject, or request changes when it is their turn
Can’t do:
  • Browse promotions that were never assigned to them
  • Create or submit promotions
  • Assign reviewers or change a review flow
  • Access internal settings, policies, rules, metrics, or team management
Use External reviewer access to invite an external reviewer, grant jurisdictions, and assign promotions.

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What each role can do

The Compliance and External Reviewer roles do not grant access to every promotion. Reviewing is also scoped by the markets (jurisdictions) each person has permission for. External reviewers must also be explicitly assigned.
*Compliance reviewers need the relevant jurisdiction. External reviewers need the relevant jurisdiction and either a direct assignment or selection as a named candidate when the submitter applies a reviewer preset.

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Risk acceptance

Risk acceptance is a permission, not a role. Compliance Admins and Marketing Admins can turn it on for Marketing and Marketing Admin users under Settings > Organisation > Users. Compliance, Compliance Admin, Legal, and external users can’t hold it. When an uploader escalates a Rejected or Changes Needed promotion, risk acceptors appear in the escalation list alongside Legal users. The list shows names only, so make sure uploaders know who your risk acceptors are. Admins can see them on the Users page, marked with a Risk acceptor badge. Sending a promotion to a risk acceptor moves it to Reviewing Risk. The risk acceptor responds with a comment, and the promotion returns to the status it had before. A risk acceptance response doesn’t approve the promotion. See Marketing escalations for the full flow.

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Choosing the right role

1

Are they external to your organisation?

Assign External Uploader if they submit their own promotions. Assign External Reviewer if they approve promotions your internal team submits. See External reviewer access for the reviewer setup.
2

Do they review submissions for compliance?

If they approve or reject promotions and claims day-to-day, assign Compliance. If they also manage your policies and rules, assign Compliance Admin. Remember to add reviewers to the relevant markets so they can see promotions to action.
3

Do they handle escalated or legal issues?

Assign Legal. Reviewers escalate promotions to Legal users. If someone on the marketing side should respond when uploaders escalate a rejected promotion, give them risk acceptance instead. See Risk acceptance.
4

Are they on the marketing team?

Assign Marketing for individual contributors who upload promotions. Use Marketing Admin for team leads who also manage members and need broader controls.
Roles can be changed at any time. If someone’s responsibilities shift, an admin with the right permissions can update their role from the team management area.

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Frequently asked questions

Each member is assigned a single role at a time. If someone needs broader access, change their role rather than creating a second account.
No. Risk acceptance is a permission added on top of a Marketing or Marketing Admin role. See Risk acceptance.
Only Compliance Admins and Marketing Admins can manage members and update role assignments.
Pick the closest match, usually one that errs on the side of less access. You can always upgrade them later if their work requires more permissions.
The Compliance role gives access to the review workspace, but the actual list of promotions they see is filtered by the markets (jurisdictions) they have permission for. Ask your site admin to add them to the relevant markets in team management.
No. They can create and submit their own work but don’t have access to internal settings, metrics, or other team members’ data.
No. They only see promotions that were explicitly assigned to them. They also need permission for the promotion’s jurisdiction.
Managing members sits under Settings > Organisation > Users (some people call this team members). Most Organisation settings are only visible to admins, so the section may be hidden for you. Compliance Admins and Marketing Admins can manage members; ask one of them for access.

Getting started

Create your account and find your way around Adclear.

External submission form

Submission flow for External Uploaders.

External reviewer access

Invite and assign outside partners who approve promotions.

Compliance overview

Day-to-day workflow for reviewers.