Business Plan

Roles & Permissions

QubrixMail has three roles that control what each team member can see and do.

Admin

The account owner and primary manager. There is one Admin per account.

Can

✓Approve and reject emails

✓Manage email templates

✓View all analytics and reports

✓Export CSV reports

✓Invite and remove team members

✓Change team member roles

✓Manage billing and subscription

✓Connect and disconnect email accounts

Approver

Team members who help manage the approval workflow.

Can

✓Approve and reject follow-up emails

✓Edit emails before approving

✓View tasks and their status

✓Use and create email templates

✓View analytics and export reports

Cannot

✗Manage team members

✗Change billing or subscription

✗Access Settings → Integrations

Viewer

Read-only access for stakeholders who need visibility without taking action.

Can

✓View tasks and their current status

✓View analytics dashboards

✓View reports (but cannot export CSV)

Cannot

✗Approve or reject any emails

✗Create or edit templates

✗Access team or billing settings

Role-Based UI

Viewers see a View Only badge instead of Approve/Reject buttons on all task cards. A tooltip explains they should contact their Admin to approve.

Team management pages are only accessible to the Admin. Billing and subscription settings are Admin-only.

Approval Email Routing

On Business plan, when a scheduled email is ready for approval, the approval notification is sent to all Approver and Admin users in the company — not just the account owner. The first person to click Approve or Reject wins. All other approval links for that email are automatically invalidated.