> For the complete documentation index, see [llms.txt](https://atlo-1.gitbook.io/atlo-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://atlo-1.gitbook.io/atlo-docs/platform/settings/user-type-and-permissions.md).

# User type and permissions

## User type and permissions

A quick overview of the different type of users and their permissions.

Atlo has four user types. Each one controls what a person can see, change, and do inside the workspace.

### Overivew

<table><thead><tr><th>Role</th><th>Sees sales data</th><th width="148.3984375">Switch between users</th><th>Manage users</th><th width="114.15625">Billing &#x26; pricing</th><th>Delete data</th></tr></thead><tbody><tr><td>Owner</td><td>All partners</td><td>Yes, full view</td><td>Up to Owner</td><td>Yes</td><td>Yes</td></tr><tr><td>Admin</td><td>All partners</td><td>Yes, full view</td><td>Up to Admin</td><td>No</td><td>No</td></tr><tr><td>Member</td><td>All partners</td><td>Yes, limited view</td><td>Up to Member</td><td>No</td><td>No</td></tr><tr><td>External</td><td>Assigned partners only</td><td>No</td><td>No</td><td>No</td><td>No</td></tr></tbody></table>

***

### Owner

Full access to everything in Atlo, including the most sensitive parts of the workspace.

**Can:**

* View sales data across all retail partners
* Switch between users and see their tasks, partner activation, and product levels
* Manage billing and subscription
* Change pricing structure
* Delete data, products, partners, and users
* Promote users up to Owner

Use for: founder, CEO, or commercial lead who runs the account.

***

### Admin

Same daily working view as Owner. No access to billing, pricing, or destructive actions.

**Can:**

* View sales data across all retail partners
* Switch between users and see their tasks, partner activation, and product levels
* Manage retail partners and product catalogue
* Promote users up to Admin

**Cannot:**

* Manage billing or subscription
* Change pricing structure
* Delete data, products, partners, or users

Use for: sales manager, country manager, or wholesale lead who runs the team but should not control finance or destructive settings.

***

### Member

Standard sales user. Sees the full sales picture, but not the personal tasks and activity of other users.

**Can:**

* View sales data across all retail partners
* Switch between other Members to view their assigned partners
* Promote users up to Member

**Cannot:**

* See another user's tasks, personal activation flow, or individual workload
* Manage billing, pricing, or delete data

Use for: sales reps, Key Account Managers (KAMs), and in-house agents on your team.

***

### External

Restricted access. Only sees the retail partners they have been allocated.

**Can:**

* See and work on their assigned retail partners
* Log activity and orders for those partners

**Cannot:**

* See sales data outside their assigned partners
* Switch between users
* See any other user's pipeline, tasks, or performance
* Promote anyone

Allocation must be done by a higher rank (Owner, Admin, or Member).

Use for: external agents representing several brands. They work the partners you give them. Nothing more is exposed.

***

### Promotion rule

A user can only promote another user up to their own rank.

* Owner can promote up to Owner
* Admin can promote up to Admin
* Member can promote up to Member
* External cannot promote anyone

This keeps sensitive access contained. No one hands out access higher than what they hold themselves.

***

### Quick guide: which role to assign

| Person                                         | Role     |
| ---------------------------------------------- | -------- |
| Founder, CEO, finance lead                     | Owner    |
| Sales manager, country manager, wholesale lead | Admin    |
| Sales rep, KAM, in-house agent                 | Member   |
| External agent representing multiple brands    | External |