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Documentation Index

Fetch the complete documentation index at: https://docs.adloft.ai/llms.txt

Use this file to discover all available pages before exploring further.

Manage your team from Settings → Organization → Team members (/dashboard/team). This page is available to owners and admins.

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Roles

AdLoft has four roles:
RoleWhat they can do
OwnerEverything, including billing and seats. Each organization has one owner.
AdminManage the team and accounts, operate every brand, and approve/publish campaigns — but no billing control.
MemberWork inside the brands they’re assigned to.
ViewerRead-only access inside the brands they’re assigned to.

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Permission matrix

CapabilityOwnerAdminMemberViewer
Manage billing & seats✓———
Manage team (invite/edit/remove)✓✓——
Manage brands, goals, linking✓✓——
Access to all brands✓✓scopedscoped
Approve / reject campaign drafts✓✓——
Publish to Meta✓✓——
Create / edit drafts✓✓✓ (assigned brands)—
A few special rules:
  • Only owners can create or promote admins.
  • Admins automatically get access to all brands (their scope can’t be narrowed).
  • You can’t edit or remove your own membership, and the owner can’t be edited or removed from this page.

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Account access scope

Members and viewers can be limited to specific brands:
  • All accounts — sees every brand in the organization.
  • Selected accounts — sees only the brands you assign.
Admins always have all-account access.

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Seats

A seat is one active billable teammate on your plan.
  • Your plan includes a number of seats (Hobby 1, Pro 2, Ultra 5). Add paid extra seats at $20/member/month when you need more people.
  • Pending invitations don’t use a seat — only accepted, billable members count.
  • An invite is blocked when no open seat is available; add a paid seat first.
Owners manage paid seats from the team page or Billing → Team usage. See Add-ons.

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Invite a teammate

Click Add teammate, then:
  1. Enter the teammate’s email.
  2. Choose a role. Owners can invite Admin, Member, or Viewer; admins can invite Member or Viewer.
  3. Choose an account scope — All accounts or Selected accounts (forced to All accounts for admins).
  4. If selected-accounts, choose which brands they can access.
  5. Click Send invite.
See Invitations for what happens next and how recipients accept.

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Edit or remove a member

On a member’s row, click Manage member to:
  • Change their role.
  • Update their account scope and assigned brands.
  • Remove them from the organization (frees their seat).
Admins can manage members and viewers but not other admins. Only owners manage admins.

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The approval gate

When an organization has at least one member or viewer (any non-admin teammate), campaign drafts must be approved by an owner or admin before they can be published. Solo or admin-only organizations skip this gate. See Approval workflow.