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Roles & permissions (owner / admin / member)

Customer Champion

This article explains what each role in Templified can do, so you can set up your team correctly from the start.

The three roles

Every member of an organization has one of three roles: Owner, Admin, or Designer. Roles appear as badges on the Settings → Members page.

Capability Owner Admin Designer
Create and edit templates Yes Yes Yes
Work in Studio (create designs, render, send) Yes Yes Yes
Create custom Send-To preset groups Yes Yes Yes
Manage integrations (Dropbox, GFcrew, webhook) Yes Yes No
Create, edit, and delete Send-To presets Yes Yes No
Manage the Default Send-To preset group Yes Yes No
Manage print locations Yes Yes No
Invite members and manage roles Yes No No
Remove members Yes No No
Update organization name and settings Yes No No
Billing (add card, fund balance, auto-refill) Yes No No
API Keys Yes No No

Designer — create and send

The Designer role is the default for everyone you invite. Designers can do all the day-to-day work: edit templates in the template builder, open Studio to create and edit designs, run renders, and send finished images to any destination that has already been configured. They cannot change how integrations or Send-To presets are set up.

Designers can create their own custom Send-To preset groups to organize the preset list for their own workflow, but only owners and admins can edit the Default group or create and delete presets themselves.

Admin — manage integrations and send-to without full ownership

The Admin role gives a team member everything a Designer has, plus control over the organization's integrations and Send-To configuration — without handing over billing or member management. Use this role for a studio manager or lead who needs to:

  • Connect or disconnect integrations in Settings → Integrations (Dropbox, GFcrew, webhooks).
  • Create, edit, and delete Send-To presets in Settings → Send-To Presets.
  • Manage the Default Send-To preset group.
  • Add, update, or remove print locations in Settings → Print Locations.

Admins cannot invite or remove members, cannot change anyone's role, and cannot access Billing or API Keys. Those capabilities remain with the owner.

Owner — full control

There is one owner per organization. The owner has every Admin capability, plus:

  • Billing — add a card, fund the balance, configure auto-refill, and view the full usage ledger. The Settings → Billing page is visible only to the owner.
  • API Keys — create and revoke API keys. The Settings → API Keys page is visible only to the owner.
  • Member management — invite people by email or invite link, change any member's role (Owner, Admin, or Designer), and remove members.
  • Organization settings — update the organization name and other general settings in Settings → General.

Ownership can be transferred: go to Settings → Members, open the menu on any Admin or Designer, and change their role to Owner. You'll be prompted to confirm, because this demotes your own account to the selected role.

Inviting someone and setting their role

  1. Go to Settings → Members.
  2. Under Invite Members, enter an email address and click Invite — or click Generate invite link to copy a link you can share any way you like.
  3. New invitees join as Designer by default. Once they accept, open their menu in the member list and select Change role → Admin if needed.

Pending invitations appear below the invite form and can be revoked before they're accepted.

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