Understanding Account Types

An Account Type defines a user’s level of authority across the entire AssetLoom site. It determines what a user can manage at the site level, including access to: User Management and Invitations, Billing and Subscription, General Site Management.

Account types are assigned based on a user’s role within the organization. When a user is invited to a site, they are given an account type that defines how much control they have over the system.

There are 4 account types:

Site Owner

The Site Owner has the highest level of authority in AssetLoom. The user who creates the site is automatically assigned this account type.

They can:

• Manage all users and account types
• Configure site settings
• Access billing and subscription management
• Transfer site ownership to another user
• Delete the site

Site Owners are responsible for the overall management and security of the AssetLoom workspace.

Site Admin

A Site Admin is a member with additional administrative access to manage the site’s general settings. They can also access User Management.

They can:

• Manage access levels granted to the site members
• Configure site-level settings

Site Admins cannot delete the site, but they can manage most operational aspects of the site.

Billing Manager

A Billing Manager is a Regular Member with additional access to billing features.

They can:

• View billing history and invoices
• Manage payment methods
• Manage subscription plans

Billing Managers do not have administrative access to users or system settings.

Regular Member

Regular Members are standard users in your organization. They can access and use features based on the roles assigned to them, such as Admin, Editor, or Viewer.

Regular Members cannot manage other users or site-wide settings.

Account Type Access Levels

Account Type Hierarchy

Site management levels follow this order (highest → lowest):

1. Site Owner (highest authority)
2. Site Admin
3. Billing Manager
4. Regular Member (lowest level)

Users can only manage accounts at the same level or lower in the hierarchy.

Account Type Matrix

The Account Type Matrix provides a detailed breakdown of what each account type (Owner, Admin, Billing Manager, and Member) can access and manage in AssetLoom. It helps you understand the access levels across different account types, including page access, member management, subscriptions, billing, and system settings.

Overall Access

User Management

Account types must be granted the View All People permission to access User Management

Invitations

Account types must be granted the View All People permission to manage Invitations

Plans & Subscription

Payment & Invoices

Site Management

What’s Next?

• Learn about AssetLoom Roles and Permissions
• Explore how to manage AssetLoom roles