Role Permissions
Reference of what each role can access and do in VenveoHQ. Permissions are enforced in code; this chart is read-only.
| Category | Feature | Member | Director | Super Admin |
|---|---|---|---|---|
| Workspace | Health dashboard | |||
| Clients list | Assigned only | |||
| Client jet-out — Overview & Health | Assigned only | |||
| Client jet-out — Profitability & Financials | ||||
| Services | ||||
| Insights | ||||
| Updates feed | ||||
| Team directory | ||||
| Change client lifecycle status (active / inactive / churned) | ||||
| Financials | Snapshot | |||
| Revenue | ||||
| Invoices | ||||
| Financials | ||||
| Time | ||||
| Churn | ||||
| Team management | View team members | |||
| Edit member name / title / department / location | ||||
| Change a member's role | ||||
| Activate / deactivate members | ||||
| Assign clients to a member | ||||
| Invite / bulk-invite | ||||
| Integrations & system | Settings — Notifications, Thresholds, Templates, Feature Requests | |||
| Settings — Ad Spend, Revenue Categories, Integrations | ||||
| Settings — Health Indicators editor | ||||
| Manually link a client to Harvest | ||||
| Audit log | ||||
| Role Permissions (this page) |
"Assigned only" means a Member can see those items, but only for clients they've been explicitly assigned to.