Members and roles

Invite people to your team, see what each of the four roles can do, and choose which projects each person can see.

Access in Clakta has two parts: the team role decides what a person can do, and project membership decides in which projects.

Invite people

Go to Team settings → Members and send an invite by email. The person gets a link, creates a Clakta account if they don't have one, and joins with the role you chose.

Your plan limits how many members a team can have: 2 on Free, 5 on Starter, 10 on Pro, 20 on Business. See Plans and limits.

The four roles

Owner

Can do everything, including what only owners can: create and delete projects, change team settings and delete the team, manage API keys, billing and members.

Keep at least two owners. If a team's only owner loses access, only support can give it back.

Member

The everyday role. Members see and edit the dashboard, the Ads Manager, orders, customers and products, and read the analytics. They can see API keys and data streams, but not create or change them, and they can't create projects or change team settings.

Editor

A technical role just for tracking. Editors only see and manage the data streams (the scripts that collect data). Use it for a developer or agency that needs to set up the script without seeing your orders, customers or revenue.

Billing

For someone in finance who needs invoices and plan management, without seeing your results.

What each role can do

What	Owner	Member	Editor	Billing
Dashboard: see and edit	✅	✅	❌	❌
Ads Manager: see and edit	✅	✅	❌	❌
Orders: see and edit	✅	✅	❌	❌
Customers: see and edit	✅	✅	❌	❌
Products: see and edit	✅	✅	❌	❌
Analytics: see	✅	✅	❌	❌
Team: see	✅	✅	❌	❌
Team: edit	✅	❌	❌	❌
Projects: see	✅	✅	❌	❌
Projects: edit	✅	❌	❌	❌
API keys: see	✅	✅	❌	❌
API keys: edit	✅	❌	❌	❌
Data streams: see	✅	✅	✅	❌
Data streams: edit	✅	❌	✅	❌

When someone tries something their role doesn't allow, Clakta tells them which roles can do it.

Choose the projects

The role isn't everything: a member also has to be added to a project to see its data. Manage this in Project settings → Members, or when creating the project. Owners always see every project.

This is how you handle several clients or brands in one team: give each person the Member role and add them only to the projects they work on.

Change or remove someone

You can change someone's role in the members list at any time, and it applies right away. Removing a member takes away their access to every project in the team at once.

Check API keys when someone leaves

An API key keeps working after the person who created it is removed. Review Team settings → API keys whenever someone leaves.

API keys

Create keys so your system can talk to Clakta, choose what each key can do, and keep them safe.

Plans and limits

What each plan includes, which limit you are likely to reach first, and when to upgrade.

Usage and billing

See how much of your plan you are using, when it resets, and where to change your plan, invoices and payment method.