A detailed breakdown of Admin, Member, and View Only roles — what each can and cannot do in the BRANDED IAM portal.
The portal uses role-based access control to ensure team members can see and do what they need without accessing sensitive information they shouldn't. Choosing the right role for each person at the time of invitation saves administrative headaches later.
Admin Role
Admins have full access to everything in the portal. Only assign this role to the business owner and senior leadership who legitimately need billing access and account control.
- Submit, view, and manage all support tickets (including those submitted by other team members).
- View all projects and leave comments on any milestone.
- Access billing — view invoices, update payment methods, change plans.
- Add, remove, and change the roles of team members.
- Change account settings and notification preferences for the entire organization.
Member Role
The standard role for most employees. Members can do their day-to-day work through the portal without accessing sensitive financial or administrative areas.
- Submit and manage their own support tickets.
- View (but not manage) other team members' tickets.
- View all active projects and leave comments.
- Upload and download files in the portal.
- Cannot access billing, team management, or account settings.
View Only Role
Designed for stakeholders who need visibility but shouldn't interact with the portal operationally — for example, a business partner or board member who wants to monitor project status.
- View open and closed tickets (read only).
- View project timelines and milestones (read only).
- Cannot submit tickets, upload files, or access billing.