What can an Administrator do that an Advisor cannot?
Administrators have full access including billing and removing people. Advisors handle conversations and contacts but cannot touch billing, settings or the team list.
Every person on your account holds one of two roles, Administrator or Advisor. Administrators can do everything. Advisors are built for handling customer conversations day to day, without the ability to touch billing or change who else is on the account.
The two roles
- Administrator. Full access: billing and plan changes, inviting and removing people, changing anyone's role, settings, and every conversation. Give this out sparingly, it is the role that can spend money on your account and remove other people from it.
- Advisor. Handles conversations and contacts. Cannot open billing, change organization settings, or manage the team list. If an Advisor opens Billing, Team & roles or the AI Assistant page anyway, they see a page that says to ask an administrator. Settings, General shows them the details locked, with a note to ask an administrator. The Usage page still shows them the counts, without the links to billing. Broadcast is left out of their menu unless an administrator has given them permission to send broadcasts.
Your own account always shows its role next to your email on the Profile page under Settings.
Changing someone's role
- Go to Settings, then Team & roles.
- Find their row and use the role dropdown next to their name.
- Pick Admin or Advisor.
This takes effect immediately, and you will be asked for a two-factor code first if you have not already confirmed one this session. You cannot change your own role, another administrator has to do it for you. An account always needs at least one Administrator, so you cannot demote the last one, promote somebody else first.
Building your own permission sets
Some accounts also have Custom roles, the Roles tab at the top of your Team & roles page. A custom role adds one specific power on top of an Advisor's normal access: sending broadcasts. Build a role, name it, and assign it to any Advisor you want able to send a broadcast to a list of contacts, without promoting them all the way to Administrator.
Custom roles are included on the Pro and Scale plans. Only administrators can create, edit or assign one.
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More in Your team
The other guides people read alongside this one.
- How do I invite someone to my team?
Send them an email invite with a role attached. They get seven days to accept, and you can resend or cancel it any time before then.
- What happens when I run out of seats?
Every plan includes a certain number of people, shown at the top of your Team page. Once you hit it, inviting or accepting stops until you free a seat, buy an extra one, or upgrade.
- How do I remove someone who has left?
Remove them from your Team & roles page. They lose access to your business straight away and their seat is freed, and their sign-in is deleted too only if your business is the only one they use Peakify with.
- How do I update my own profile, and control what I get notified about?
Change your name, password or email from Settings, then Profile. Two-factor sign-in, your active sessions and account deletion live under the Security tab there. Notifications live in their own screen with an optional push toggle.
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