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Permission catalogue

Every permission Level ships with, grouped by category. Use this as the reference when designing roles.

Level ships a fixed set of 11 permissions across 4 categories. Roles bundle them — you can't add new permissions, but you can mix and match them into any role you want.

The Permissions editor (under Roles & Permissions in Users & Teams) groups them the same way.

Roles and Permissions editor with the Owner role selected and permissions grouped by category — Administration, Reporting, Configuration and Operations, Clients
The Permissions editor groups all 11 permissions into the four categories described below.

Administration

Permissions that reshape the workspace itself.

PermissionWhat it grants
Manage Teams & UsersCreate, edit, delete teams and sub-teams. Add and remove members. Send invitations.
Manage RolesCreate, edit, delete roles. Edit role permissions. Apply per-user permission overrides.

These are the most powerful permissions. Assign them to leads, admins, and ops people who actually need to reshape the workspace.

Reporting

Permissions for working with reports.

PermissionWhat it grants
View Analytics & ReportsOpen reports, view KPI cards and tables, change date ranges, customize column / row visibility for one's own view.
Export DataDownload reports (where available — see the exporting note for current support).
Manage ReportsCreate new reports, edit existing reports, delete reports.

A typical read-only stakeholder role grants View Analytics & Reports only — they can see numbers but not change report definitions or export.

Configuration & Operations

Permissions for the day-to-day setup of placements, segments, budgets, and workspace settings.

PermissionWhat it grants
Manage PlacementsCreate, edit, delete placements; start / stop / retry sync; reconnect.
Manage SegmentsCreate, edit, delete segments; assign segments to campaigns; bulk-assign.
Manage BudgetsSet and adjust planned budgets used in pacing (where the workspace uses them).
Manage SettingsChange workspace-level configuration.

A typical channel manager role bundles Manage Placements + Manage Segments so they can wire up new ad accounts and tag campaigns.

Clients

Permissions for the client records themselves (the brand objects, not the data inside them).

PermissionWhat it grants
View ClientsSee clients in the list and switcher. Without this, the client list is empty.
Edit ClientsCreate new clients; edit name, description, logo on existing ones.

View Clients is foundational — without it a user sees nothing useful in the workspace, since every other section is scoped to a client.

Designing roles around the catalogue

A few patterns that work:

  • Owner — every permission. Built-in, protected. Granted by your administrator.
  • Admin — Manage Teams & Users + Manage Roles, plus everything in Configuration & Operations and Reporting. Effectively Owner without the lock-in.
  • Channel manager — View Clients + View Analytics & Reports + Manage Reports + Manage Placements + Manage Segments. Can run their channel; can't reshape the workspace.
  • Analyst — View Clients + View Analytics & Reports + Export Data. Read and export only.
  • Stakeholder / viewer — View Clients + View Analytics & Reports. Pure consumption.
  • Ops — Manage Teams & Users + View Clients + Edit Clients. Onboarding and client management without report or placement access.

Build roles around the responsibilities of the people in your organization, not around an idealised hierarchy.