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Prism by Techmagnate

Account & Team

Roles and Permissions

What owners, admins and viewers can do in Prism, and how project modules and page access decide which pages each member sees.

3 min read Updated

Every member of a Prism project has a role. The role decides what they can do. Separately, the project's modules and any page restrictions decide which report pages they can see.

The three roles

RoleWhat they can do
OwnerEverything an admin can do, plus change a member's role and remove admins. The owner is the person who owns the project.
AdminInvite members, remove viewers and open the Client panel (Team, Project settings, Keyword Setting). Sees the Prism panel reports.
ViewerSees the Prism panel reports only. Cannot open the Client panel.

When you invite someone, you can choose Admin or Viewer. See Team members.

What each role can do

TaskOwnerAdminViewer
See reports in the Prism panelYesYesYes
Open the Client panelYesYesNo
Invite membersYesYesNo
Remove viewersYesYesNo
Remove adminsYesNoNo
Change a member's roleYesNoNo

Which pages a member sees

Two things decide which report pages appear for a member:

  1. The project's modules. A project has modules turned on, such as Google, Bing, Play Store, App Store, YouTube, LLM Tool and Analytics GA/GSC. Pages for modules that are off do not appear.
  2. Page access. An admin can limit one member to some pages with Manage page access on the Team screen.

So a member sees the modules turned on for the project, minus any pages restricted for them. Dashboard and Integrations are always available.

Messages you may see

MessageWhat it meansWhat to do
This module isn't available — "This page isn't included for the selected project. Contact your administrator if you need access."The module is off for this project, or your access is restricted.Ask your admin.
You need admin or owner access on at least one project to open this panel.You are a viewer and tried to open the Client panel.Ask the project owner for the admin role if you need it.
You don't have permission to view this page.Your role does not allow this page.Click Return to Prism panel, or contact your administrator.

Tips

  • Keep the number of admins small. Give Viewer to people who only read reports.
  • If a teammate cannot find a report, check both their role and their page access.
  • Learn how the panels differ in Your account.

Frequently asked questions

What is the difference between an admin and a viewer?

A viewer can only see the reports in the Prism panel. An admin can also open the Client panel, invite members and remove viewers.

Who can change a member's role?

Only the project owner. The owner can also remove admins.

Why do I see This module isn't available?

The page is not turned on for the selected project, or your admin has restricted your page access. Contact your administrator if you need it.

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