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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 Influencer

Outside collaborators with limited access to create and submit promotions. See External submission form for how they’re onboarded.

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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
  • 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
Can’t do:
  • Edit automated compliance rules
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
  • Manage organisation members
Can’t do:
  • Configure compliance settings or rules
  • Manage policies or disclaimers
  • Delete or archive claims
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
  • Review submitted claims
  • Archive claims
  • Manage team members and role assignments
  • Connect Slack
  • View metrics, rules, and disclaimers
  • Create compliance policies
Marketing Admins have broad promotion management but can’t configure platform-wide compliance 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
Can’t do:
  • Approve or reject promotions (reviewer responsibility)
  • Access compliance settings or policies
  • 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 or disclaimers
Use this role for anyone outside your organisation. External partners are typically onboarded through the External submission form.

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What each role can do

The Compliance role lets a user review promotions, but it isn’t enough on its own. Reviewing is also scoped by the markets (jurisdictions) each user has been granted permission for. Make sure your site admin adds reviewers to the appropriate jurisdictions in the team management area.
ActionCompliance AdminComplianceMarketing AdminMarketingLegalExternal Influencer
Create promotions✓✓✓✓✓✓
Archive promotions✓✓✓✓✕✕
Delete promotions✓✕✓✓✓✕
Export promotions✓✓✓✓✓✕
Submit promotions✓✓✓✓✓✓
Review promotions*✓✓✕✕✕✕
*Reviewing also requires the user to be added to the relevant markets (jurisdictions) by a site admin. The Compliance role alone won’t surface promotions for review.

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Choosing the right role

1

Are they external to your organisation?

If they’re an agency partner, freelancer, or influencer, assign External Influencer. They can create and submit promotions without seeing internal data. Typically onboarded through the External submission form.
2

Do they review submissions for compliance?

If they approve or reject promotions and claims day-to-day, assign Compliance. If they also configure your compliance rules and policies, 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. This is the only role that can resolve escalations.
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.
Compliance Admins, Marketing Admins, and Compliance users can manage members and update role assignments. Legal can read and manage members but can’t alter the team list at the same level as admins.
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.

Getting started

Create your account and find your way around Adclear.

External submission form

Onboarding flow for external partners.

Compliance overview

Day-to-day workflow for reviewers.