Team and Permissions

Add your team, decide what each person can see, and keep a record of who did what.

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How access works

Three things decide what a person can do:

1. Their role: the set of permissions they have.
2. Which creators they see: all creators in the account, or only the ones assigned to them.
3. Their status: active, invited or deactivated.

Access is checked everywhere. A chatter assigned to two creators sees those two in the dashboard and in the extension. No page, export or shortcut shows a third.

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The five ready-made roles

Role	For whom	Access
Owner	The owner of the business	Everything, including deleting the account. Cannot be changed, lowered or removed. Every account has one
Admin	Your head of operations	Everything except deleting the account
Manager	Team leads and creator managers	All creators; create, edit and delete creators and fans; set up creators; import history; generate drafts; manage media; see analytics. No billing and no team management
Chatter	People who chat with fans	Only their assigned creators. See creator settings, work with fans, generate drafts, see media. No deleting, no creator settings, no billing, no analytics
Accountant	Finance	Billing and analytics only. No chats, fans or creator settings

You can change all of them and create your own. Only Owner is fixed.

1. Status: a deactivated person keeps their history but cannot sign in.
2. Invite teammate: sends an invitation to their email.
3. Assigned creators: the button that picks which creators this person works with. It reads Assign creators while none are assigned and Creators: 1 (or however many) after. Only roles limited to assigned creators have it.

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Which creators a role sees

The most important setting of a role.

• All creators: the role sees everything in the account. Right for Owner, Admin, Manager and Accountant.
• Assigned only: the role sees nothing until creators are assigned to the person. Right for Chatter, and the default.

Agency tip. Keep chatters on “assigned only” even if they work with every creator now. It costs one click per creator, and a new creator is never shown to your whole team by accident.

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Inviting someone

1. Open Settings → Team and press Invite teammate.
2. Enter their work email.
3. Choose a role.
4. Send the invitation.
5. For a role that sees only assigned creators, press Assign creators on their row, tick their creators and press Save. Until then they see no creators at all. Once assigned, the button reads Creators: 1 (or however many), and you press it again to change them.

They get an email and set their own password. Until then they show as Invited and cannot sign in.

A chatter does not need a creator of their own. They work with the creators already in your account: assign them one and they are ready. One creator can be assigned to several people, for example to cover different shifts. Inviting people never uses up your creator limit. Only adding a creator does, and the Chatter role cannot add creators.

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Changing what someone can do

• Change their role to give them a different set of permissions.
• Change their assigned creators as your work changes.
• Edit the role itself to change permissions for everyone who has it.

Typical changes:

You want	Do this
Chatters to set up creators	Add creator management to the Chatter role
A senior chatter to see results	Add analytics to their role
A manager to handle billing	Add billing permissions, or make them Admin
A manager who cannot delete anything	Remove the delete permissions from a copy of the Manager role

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Removing someone

Deactivate the person instead of deleting them. Deactivating:

• stops them signing in at once, everywhere, including the extension;
• keeps every record of what they did.

This matters: deleting the person who made four thousand drafts last quarter would remove their name from all of them.

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Team size

We do not charge for your team. Invite as many people as the work needs. Team size does not depend on your subscription, and billing never removes, deactivates or limits anyone’s access.

You pay for creators and drafts (see Billing). A bigger team writes more drafts, and that is where the cost is. Adding people does not add creators: several people can work with the same creator.

There is a technical limit per account against abuse. If you get close to it, write to support@sufflera.com and we will raise it.

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Who did what

Drafts per person. Every draft records who generated it. Analytics shows drafts per team member per month, so you see each shift’s output without a spreadsheet.

Activity log. On every subscription, the activity log records the actions that matter: deletions, billing and subscription changes, automation stops. Each entry has who, what, which record, when and from where.

Seeing the activity log is a separate permission. Manager, Chatter and Accountant do not have it by default. Grant it on purpose.

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Checklist for rolling out to a team

For managers bringing in a team:

1. Make sure every chatter has an account and a role, and their creators are assigned.
2. Have each chatter install the extension, sign in and pin the icon.
3. Go through one real chat together: open, generate, edit, send.
4. Check that the sent message appears in the fan’s history. This proves everything is connected.
5. Agree on tags and on how to record purchases before the first shift.
6. Keep every creator on Manual for the first week, and autopilot off. Automation is a decision for later, based on results, not on the first day. See Reply Modes and Autonomy.

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Email notifications

Each team member chooses which emails they get in Settings → Notifications. Under Additional recipients they can add more addresses, for example to send billing emails to your accountant too.

Essential emails (email confirmation, password reset, team invitations) are always sent.

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Suggested setup by agency size

On your own. Owner only.

Small team (2–5). One Owner, one or two Managers, the rest Chatters with assigned creators.

Established agency (5–25). Owner, one Admin for operations, Managers per group of creators, Chatters with their assigned creators, one Accountant. Check assignments monthly.

Several brands. If data must not be shared at all, use a separate account per brand. Accounts are fully separated from each other.