Note: This feature will be released November 3, 2026.
📌 This article covers Roles in AIQ's Loyalty & Marketing dashboard (Settings > Company Account > Staff Settings > Roles). For AIQ Ecommerce roles, see Manage Roles (AIQ Ecom).
How to Manage Roles
Before onboarding staff members, it's essential to establish the roles that will be assigned to each member. Access the role manager:
Navigate to Settings > Company Account > Staff Settings > scroll down to Roles and click "Manage Roles"
OR access it from Settings > Company Account > Staff Members > click "Roles & permissions" in the top header
Note: You must have the Manage Roles permission to have access to this page
Click "+" in the top right to create a new role
Give your role a name and enable relevant permissions
Save
Built-in Roles
You may see existing roles with a "Built-in" tag – these are AIQ's built-in roles. You can either edit the role name or click "•••" in the top right, then "Duplicate" to create a copy with editable permissions.
How to Assign Roles
Navigate to Settings > Company Account > Staff Members
Select a staff member from the table
Select a desired role from the Role dropdown field
Save
View Staff Members for more information on managing staff.
Permissions & Built-in Roles
A list of all permissions and which built-in roles have access to each. You can use this as a reference while building out your own custom roles.
Note: Some permissions are only available for certain account types. Vertical accounts have access to all permissions, while some permissions are hidden if your account is Retail-only or Brand-only.
Permission | Description | Built-in roles |
Dashboard | Full access to the Dashboard | Owner, Operator, Marketing Analyst, Marketing, Analyst |
Onboarding | Full access to AI onboarding | Owner |
Astro Prompt | Full access to Astro Prompt | Owner, Operator, Marketing Analyst, Marketing, Analyst |
MCP | Full access the MCP | Owner, Operator, Marketing Analyst, Marketing, Analyst |
On-site AI | Full access to On-site AI
Note: if Astro AI is enabled, Chat AI and Terpli AI settings will both appear here | Owner |
Shared Memory | Full access to Shared Memory | Owner |
Voice AI | Full access to Voice AI | Owner |
Add Loyalty Points | In Personas or the Staff app, access to add loyalty points to persona's points balance | Owner, Operator, Marketing Analyst, Marketing, Analyst
Manager & Staff depending on legacy Role Permissions toggles |
Subtract Loyalty Points | In Personas or the Staff app, access to subtract loyalty points from persona's points balance | Owner, Operator, Marketing Analyst, Marketing, Analyst
Manager & Staff depend on legacy Role Permissions toggles |
Audiences | Access to view and edit Audiences | Owner, Operator, Marketing Analyst, Marketing, Analyst |
Advanced Audience Settings | Access to use the Advanced Audience Settings | Owner |
Export Audience Reports | Access to export audience reports | Owner, Operator, Marketing Analyst, Marketing, Analyst |
Personas | Access to view Personas | Owner, Operator, Marketing Analyst, Marketing, Analyst, Manager |
Create Personas | Access to create Personas manually | Owner, Operator, Marketing Analyst, Marketing, Analyst, Manager, Staff |
Edit Persona Traits | Access to edit a persona's traits | Owner, Operator, Marketing Analyst, Marketing, Manager
Staff depends on legacy Role Permissions toggles |
Archive Personas | Access to archive personas | Owner |
View Persona Overrides | Access to view persona overrides | Owner |
View Sale Margin | Access to view persona's sale margin | Owner |
View and Download Customer Signatures | Access to view and download customer signatures | Owner |
Import Personas | Access to import personas and view import history | Owner |
Delete Persona Imports | Access to delete past persona imports | Owner |
Receipt Lookup | Full access to Receipt Lookup | Owner, Operator, Marketing Analyst, Marketing, Analyst |
Signup Forms | Full access to Signup Forms | Owner |
Staff App | Access to your account's Staff App | Owner, Operator, Marketing Analyst, Marketing, Analyst, Manager, Staff |
Surveys & Reviews | Full access to Surveys and Reviews | Owner, Operator, Marketing Analyst, Marketing |
Campaigns | Access to view and edit Campaigns, but can only save as a draft | Owner, Operator, Marketing Analyst, Marketing |
Set Campaigns Active | Access to set campaigns active or de-activate them | Owner, Operator
Marketing Analyst & Marketing depend on Legacy Role Permission toggles |
Co-Marketing | Full access to Co-Marketing | Owner, Operator, Marketing Analyst, Marketing |
Campaign Templates | Full access to Campaign Templates | Owner, Operator, Marketing Analyst, Marketing |
Discounts | Full access to Discounts | Owner, Operator, Marketing Analyst, Marketing |
Email Deliverability | Full access to Email Deliverability | Owner, Operator, Marketing Analyst, Marketing |
Flows | Access to view and edit Flows, but can only save as a draft | Owner, Operator, Marketing Analyst, Marketing |
Launch Flows | Access to set flows active or de-activate them | Owner, Operator
Marketing Analyst & Marketing depend on Legacy Role Permission toggles |
Media Library | Full access to the Media Library and allows uploading images across your account | Owner, Operator, Marketing Analyst, Marketing |
Reporting | Full access to Reporting | Owner, Operator, Marketing Analyst, Marketing |
Chat Inbox | Full access to Chat Inbox | Owner, Operator, Marketing Analyst, Marketing |
Brand Analytics | Full access to Brand Analytics | Owner, Operator, Marketing Analyst, Marketing, Analyst |
Recurring Reports | Full access to Recurring Reports | Owner, Operator, Marketing Analyst, Analyst |
Retail Analytics | Full access to Retail Analytics
Note: Needs Voice AI permission to view Voice Analytics | Owner, Operator, Marketing Analyst, Marketing, Analyst |
Ecommerce Settings | Allows redirect to Ecommerce settings from AIQ dash
Note: Applicable if you have AIQ Ecommerce | Owner |
View My Site | Allows redirect to your online menu from AIQ dash
Note: Applicable if you have AIQ Ecommerce | Owner, Operator, Marketing Analyst, Marketing |
Account Settings | Full access to Account Settings | Owner |
My Brands | Full access to My Brands | Owner, Operator, Marketing Analyst, Marketing, Analyst |
My Categories | Full access to My Categories | Owner, Operator, Marketing Analyst, Marketing, Analyst |
My Products | Full access to My Products | Owner, Operator, Marketing Analyst, Marketing, Analyst |
Staff Members | Access to view and edit Staff Members
Note: needs Manage Roles permission to assign/edit roles | Owner |
Manage Roles | Access to assign staff's roles and access to the Roles manager | Owner |
Staff Settings | Access to view and edit Staff Settings
Note: needs Manage Roles permission to access Role manager | Owner |
Staff IP Restricted | When enabled, people with this role can only log in from the staff IP addresses in Staff Settings | Staff |
Brand Locations | Full access to Brand Locations | Owner |
Retail Locations | Access to view Retail Locations | Owner, Operator, Marketing Analyst, Marketing |
Edit Retail Locations | Access to edit Retail Locations
Note: Needs Email & Domain permission to select one in Advanced settings | Owner |
Email & Domain | Access to view and edit Email & Domains | Owner, Operator, Marketing Analyst, Marketing |
Delete Email Domain | Access to delete domains | Owner |
Texting Settings | Access to view and edit base Texting Settings | Owner, Operator, Marketing Analyst, Marketing |
Advanced Texting Settings | Access to edit advanced Texting Settings
Note: Advanced texting settings include more sensitive settings like Message Type, Opt-in Framework, Brand name used in text messages, and the Other settings section | Owner |
Loyalty Points Reporting | Full access to Points Reporting | Owner, Financial |
Loyalty Settings | Full access to Loyalty Settings | Owner |
Branding Settings | Full access to Branding Settings | Owner |
Mobile App | Full access to Mobile App settings | Owner, Operator, Marketing Analyst, Marketing |
Reviews | Full access to Reviews settings | Owner, Operator, Marketing Analyst, Marketing |
Wallet Pass | Full access to Wallet Pass settings | Owner, Operator, Marketing Analyst, Marketing |
Activity Logs | Full access to Activity Logs | Owner |
API & Tracking | Full access to API & Tracking | Owner |
Data & Privacy | Full access to Data & Privacy | Owner |
Integrations | Full access to Integrations | Owner |
Alerts Manager | Full access to Alerts Manager | Owner |
Billing & History | Full access to Billing & History
Note: Needs Astro Prompt permission to view Astro Usage | Owner |
Support History | Full access to Support History | Owner |
Terpli Widget | Full access to Terpli settings
Note: If Astro AI is not enabled, Terpli will appear under Settings | Owner |
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.