User Roles: What Each Role Can Access

Only an Administrator can assign or change user roles. If you do not have Administrator access, ask your Admin to make the change on your behalf.

If you need to update the Administrator email on the account, send an email to help@meera.ai and our team will take care of it.

Role	Description
Administrator	Full access to everything in the platform. Administrators manage users, campaigns, and reports. There can only be one Administrator per account.
Sub-User	Broad access to campaigns, leads, reports, and user management. Similar to an Administrator but cannot manage billing or top-level account settings.
Content Manager	Can create, edit, and manage campaigns and scheduling. Cannot access reports, lead management, or user settings.
Analyst	Read-only access to reports. Cannot take any action on campaigns, leads, or users.
Agent	Limited access focused on lead management and appointment scheduling. Cannot view or manage campaigns or reports..

Feature	Admin	Sub-User	Content Mgr	Analyst	Agent
Dashboard	Yes	Yes	Yes	Yes	Yes
Manage users	Yes	No	No	No	No
View campaigns	Yes	Yes	Yes	No	No
Add campaigns	Yes	Yes	Yes	No	No
Edit campaigns	Yes	Yes	Yes	No	No
Upload leads	Yes	Yes	Yes	No	No
View leads	Yes	Yes	No	No	No
Close/DNC leads	Yes	Yes	No	No	No
All report types	Yes	Yes	No	Yes	No
Connect calendar	Yes	Yes	Yes	Yes	Yes
View appointment schedulers	Yes	Yes	Yes	No	No
Create appointment scheduler	Yes	Yes	Yes	No	No

If you have questions or run into something this article does not cover, send an email to help@meera.ai and our team will get back to you

This article explains the five user roles available and what each role can and cannot do. Use this as a reference when setting up your team or deciding what access level to assign to a new user