Owner vs Limited roles
What Owner and Limited members can access in Manager, especially Settings, billing, and ticketing data.
When you invite someone to your organization, you choose their role. Cymbal has two host roles: Owner (full access) and Limited.
Quick comparison
Product tabs (Home, Emails, Texts, Ads, Pages, Audience, Tags, and more)
Yes
Yes
Settings → Organization (brand, members, delete org)
Yes
No
Settings → Billing
Yes
No
Settings → Pages (GTM / page pixels)
Yes
No
Settings → Text (phones, reply forwarding, SMS usage)
Yes
No
Settings → Integrations
Yes
No
Settings → Domain
Yes
No
Settings → Personal
Yes
Yes (default Settings landing)
Event Orders tab
Yes
No
Org revenue / ticketing-sensitive views called out in invite copy
Yes
No (per invite description)
Owner
Owners manage the organization:
Billing and plan changes
Ticketing and Meta integrations
Domains, DNS, email senders, link shorteners
Phone numbers, reply forwarding, and SMS usage metrics
Inviting and managing members
Settings opens to Organization for Owners.
Limited
Limited members can work in day-to-day marketing tabs but cannot open org-level Settings (billing, integrations, domain, Text, Pages settings). Choosing Settings lands them on Personal settings only.
Use Limited for agencies or staff who should send campaigns without changing billing or integrations.
Owner-only actions are enforced on the server
Limited members already can't open billing or team Settings in Manager. The same owner-only rules also apply on the API and for AI assistants connected through MCP.
That includes changing the plan or opening the billing portal, adding or removing payment methods, topping up text balance or changing auto recharge, removing a team member, changing a member's role, and inviting someone as an Owner. Limited members can still invite other Limited members.
How to invite
Go to Settings → Organization (Owners).
Open the invite link / member section.
Choose Full access (Owner) or Limited access.
Have the invitee sign up or log in with their email and phone.
Full invite walkthrough: Adding Users.
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