> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adclear.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How roles work

> Understand the different roles in Adclear and what each one can do.

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).

<Note>
  Not sure which role someone needs? Skip to [Choosing the right role](#choosing-the-right-role) for a decision guide.
</Note>

## Roles at a glance

<CardGroup cols={2}>
  <Card title="Compliance Admin" icon="user-shield">
    Senior compliance leaders who configure policies and oversee the review process.
  </Card>

  <Card title="Compliance" icon="clipboard-check">
    Day-to-day compliance reviewers who approve or reject promotions.
  </Card>

  <Card title="Marketing Admin" icon="bullhorn">
    Marketing leaders who manage promotions, team members, and integrations.
  </Card>

  <Card title="Marketing" icon="megaphone">
    Uploaders who build and submit promotions for review.
  </Card>

  <Card title="Legal" icon="scale-balanced">
    Legal reviewers who handle escalations and create claims when needed.
  </Card>

  <Card title="External Influencer" icon="user-group">
    Outside collaborators with limited access to create and submit promotions. See [External submission form](/external-submission-form) for how they're onboarded.
  </Card>
</CardGroup>

## Roles in detail

<AccordionGroup>
  <Accordion title="Compliance Admin" icon="user-shield">
    **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
  </Accordion>

  <Accordion title="Compliance" icon="clipboard-check">
    **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
  </Accordion>

  <Accordion title="Marketing Admin" icon="bullhorn">
    **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

    <Info>
      Marketing Admins have broad promotion management but can't configure platform-wide compliance rules.
    </Info>
  </Accordion>

  <Accordion title="Marketing" icon="megaphone">
    **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
  </Accordion>

  <Accordion title="Legal" icon="scale-balanced">
    **Who it's for**: legal team members resolving escalations from reviewers and disputes raised on promotions.

    **Can do**:

    * Resolve escalations and disputes raised by the reviewer team
    * Create claims and submit promotions
    * Export promotion data
    * View disclaimers
    * Manage organisation members

    <Warning>
      Legal is the only role that can resolve escalations. Make sure at least one Legal user is assigned if your workflow includes escalation steps.
    </Warning>
  </Accordion>

  <Accordion title="External Influencer" icon="user-group">
    **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

    <Tip>
      Use this role for anyone outside your organisation. External partners are typically onboarded through the [External submission form](/external-submission-form).
    </Tip>
  </Accordion>
</AccordionGroup>

## What each role can do

<Warning>
  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.
</Warning>

<Tabs>
  <Tab title="Promotions">
    | Action              | Compliance Admin | Compliance | Marketing Admin | Marketing | Legal | External 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.
  </Tab>

  <Tab title="Claims">
    | Action         | Compliance Admin | Compliance | Marketing Admin | Marketing | Legal | External Influencer |
    | -------------- | :--------------: | :--------: | :-------------: | :-------: | :---: | :-----------------: |
    | Create claims  |         ✓        |      ✓     |        ✓        |     ✕     |   ✓   |          ✓          |
    | Review claims  |         ✓        |      ✓     |        ✓        |     ✕     |   ✕   |          ✕          |
    | Archive claims |         ✓        |      ✕     |        ✓        |     ✕     |   ✕   |          ✕          |
  </Tab>

  <Tab title="Compliance & policies">
    | Action                     | Compliance Admin | Compliance | Marketing Admin | Marketing | Legal | External Influencer |
    | -------------------------- | :--------------: | :--------: | :-------------: | :-------: | :---: | :-----------------: |
    | Manage compliance settings |         ✓        |      ✕     |        ✓        |     ✕     |   ✕   |          ✕          |
    | Create policies            |         ✓        |      ✕     |        ✓        |     ✕     |   ✕   |          ✕          |
    | Manage policies            |         ✓        |      ✕     |        ✕        |     ✕     |   ✕   |          ✕          |
    | View rules                 |         ✓        |      ✕     |        ✓        |     ✕     |   ✕   |          ✕          |
    | Resolve escalations        |         ✕        |      ✕     |        ✕        |     ✕     |   ✓   |          ✕          |
  </Tab>

  <Tab title="Disclaimers">
    | Action                      | Compliance Admin | Compliance | Marketing Admin | Marketing | Legal | External Influencer |
    | --------------------------- | :--------------: | :--------: | :-------------: | :-------: | :---: | :-----------------: |
    | Create disclaimers          |         ✓        |      ✕     |        ✕        |     ✕     |   ✕   |          ✕          |
    | Edit and manage disclaimers |         ✓        |      ✕     |        ✕        |     ✕     |   ✕   |          ✕          |
    | View disclaimers            |         ✓        |      ✓     |        ✓        |     ✕     |   ✓   |          ✕          |
  </Tab>

  <Tab title="Organisation & team">
    | Action                      | Compliance Admin | Compliance | Marketing Admin | Marketing | Legal | External Influencer |
    | --------------------------- | :--------------: | :--------: | :-------------: | :-------: | :---: | :-----------------: |
    | Manage organisation profile |         ✓        |      ✕     |        ✕        |     ✕     |   ✕   |          ✕          |
    | Manage members              |         ✓        |      ✓     |        ✓        |     ✕     |   ✓   |          ✕          |
    | Manage team                 |         ✓        |      ✕     |        ✓        |     ✕     |   ✕   |          ✕          |
    | Connect Slack               |         ✕        |      ✕     |        ✓        |     ✕     |   ✕   |          ✕          |
    | View metrics                |         ✓        |      ✕     |        ✓        |     ✕     |   ✕   |          ✕          |
  </Tab>
</Tabs>

## Choosing the right role

<Steps>
  <Step title="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](/external-submission-form).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Do they handle escalated or legal issues?">
    Assign Legal. This is the only role that can resolve escalations.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can one person have more than one role?" icon="user">
    Each member is assigned a single role at a time. If someone needs broader access, change their role rather than creating a second account.
  </Accordion>

  <Accordion title="Who can change someone's role?" icon="user-pen">
    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.
  </Accordion>

  <Accordion title="What if no role fits exactly what someone needs?" icon="circle-question">
    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.
  </Accordion>

  <Accordion title="Why can't a Compliance user see any promotions to review?" icon="eye-slash">
    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.
  </Accordion>

  <Accordion title="Can External Influencers see other people's promotions?" icon="user-group">
    No. They can create and submit their own work but don't have access to internal settings, metrics, or other team members' data.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Getting started" icon="rocket" href="/overview">
    Create your account and find your way around Adclear.
  </Card>

  <Card title="External submission form" icon="arrow-up-from-bracket" href="/external-submission-form">
    Onboarding flow for external partners.
  </Card>

  <Card title="Compliance overview" icon="clipboard-check" href="/compliance/overview">
    Day-to-day workflow for reviewers.
  </Card>
</CardGroup>