What is the member, admin and viewer role?
OtterlyAI has three user roles that control what each team member can see and do within an account. Assigning the right role ensures people have the access they need without overexposing sensitive settings like billing.
Role comparison
| Permission | Admin | Member | Viewer |
|---|---|---|---|
| View brand reports and KPIs | ✅ | ✅ | ✅ |
| View prompts and citations | ✅ | ✅ | ✅ |
| View GEO audit results | ✅ | ✅ | ✅ |
| Create and edit reports | ✅ | ✅ | — |
| Add and manage prompts | ✅ | ✅ | — |
| Run GEO audits | ✅ | ✅ | — |
| Export data and reports | ✅ | ✅ | ✅ |
| View and work on Recommendations | ✅ | ✅ | — |
| View and connect Agent Analytics | ✅ | ✅ | ✅ |
| Generate and edit an API key | ✅ | — | — |
| Manage workspaces | ✅ | — | — |
| Invite and manage team members | ✅ | — | — |
| Access billing and subscription | ✅ | — | — |
Which role to assign
Admin — Account owners who need full control including billing, API and team management.
Member — Day-to-day users who need to actively use the platform but don't need access to billing or team settings.
Viewer — Users who need to see reports and data but shouldn't make changes.
How to change a user's role
Only an Admin can change roles. Go to Team Management, find the user, and select a new role.