> For the complete documentation index, see [llms.txt](https://docs.userlane.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.userlane.com/changelog/2026/new-manager-roles.md).

# New manager roles

Four new roles for more precise access control.

*24 March 2026*

## What is new

Four new roles have been introduced to give teams more precise access control. The right level of access can now be assigned to each person, whether they manage content, configure technical settings, or oversee analytics, without granting broader permissions than needed.

## New roles at a glance

<table><thead><tr><th width="221.27001953125">Role</th><th>Description</th></tr></thead><tbody><tr><td>Portfolio Owner</td><td>Full Admin access + Portfolio Overview (costs)</td></tr><tr><td>Analytics Viewer</td><td>Read-only access to all analytics dashboards and HEART metrics</td></tr><tr><td>Finance Manager</td><td>View and edit Portfolio Overview</td></tr><tr><td>Deployment Manager</td><td>Full Settings access, users and segments, no content and no analytics</td></tr></tbody></table>

## Role details

### Portfolio Owner: full Admin + Portfolio Overview

* Everything a standard Admin can do, across all applications
* Exclusive access to the Portfolio Overview page, including application costs and currency settings
* Portfolio Overview is no longer accessible to standard Admins; use this role for anyone who needs it

Assigned by: Userlane

### Analytics Viewer: read-only analytics access

* Access to all Analytics pages: Overview, Content, HEART metrics, and App Discovery
* Can view the Applications list and Segments (read-only)
* Can generate API keys and access data via public API
* No access to the Editor, content pages, Settings, or Portfolio Overview

Assigned by: Portfolio Owner or Admin

### Finance Manager: portfolio-level financial data only

* Can view and edit Portfolio Overview, including cost data and CSV uploads
* Can see the Applications list and App Discovery, but cannot open individual apps
* No access to the Editor, Analytics, or any Settings beyond personal profile

Assigned by: Portfolio Owner

### Deployment Manager: technical setup, no content access

* Full access to all Settings: SSO, browser extension, snippet setup, integrations, selectors, and URLs
* Can view and manage team members, company users, attributes, and file transfers

{% hint style="warning" %}
The Deployment Manager description may be incomplete. Additional permissions and the "Assigned by" line were not available in the source material.
{% endhint %}


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