Roles and permissions

Everyone in your Playwise HQ account has one of three roles — Admin, Editor, or Viewer — and that role decides what they can see and do. Here’s how they compare.

What each role can do

Capability	Viewer	Editor	Admin
View battlecards	✅	✅	✅
Submit field insights	✅	✅	✅
Notifications and preferences	✅	✅	✅
Create, edit, and archive battlecards	—	✅	✅
Battlecard version history	—	✅	✅
Delete a battlecard	—	—	✅
Company profile	—	✅	✅
Some account configuration (sales personas, theme categories, archived battlecards)	—	✅	✅
Activity Feed	—	✅	✅
User management, teams, and external sharing	—	—	✅
Subscription and billing	—	—	✅
CRM, Slack, and Teams integrations	—	—	✅
Full account configuration	—	—	✅
Delete the account	—	—	✅

The short version

• Viewer — reads and uses competitive intel. Viewers open and search battlecards, submit field insights they pick up in the field, and manage their own notifications. They can’t create or edit battlecards, and the Activity Feed is hidden from them.
• Editor — everything a Viewer can do, plus creating, editing, and archiving battlecards, viewing version history, managing the company profile, and handling parts of Account Configuration (sales personas, theme categories, and archived battlecards). Permanently deleting a battlecard is reserved for Admins.
• Admin — full control. Everything an Editor can do, plus deleting battlecards, User Management, Teams, Subscription and billing, External Sharing, all CRM and chat integrations, full account configuration, and deleting the account. The admin-only areas of Settings are Subscription, User Management, Teams, External Sharing, and API Keys.

Good to know

• Roles are set per person, and an admin can change someone’s role at any time. See Manage users and roles.

Related

Manage users and roles

Invite users to your account