Kajabi terms

User Roles

Different levels of access for users on your Kajabi account.

What are user roles in Kajabi?

User roles in Kajabi refer to the different levels of access and permissions that users have within the platform. These roles determine what a user can see and do within a Kajabi account. The primary user roles include the Owner, Admin, and Assistant.

The Owner is the person who created the Kajabi account and has full access to all features and settings. They can manage all aspects of the account, including billing and user management. The Admin role is given to users who need access to most areas of the Kajabi account but do not have the ability to manage billing or user roles. The Assistant role is for users who only need access to certain areas of the account, such as creating and managing content or viewing analytics. The permissions for each role can be customized to fit the needs of the business.

How to assign user roles in Kajabi?

Assigning user roles in Kajabi is a straightforward process. First, you need to log into your Kajabi account and navigate to the 'Settings' section. From there, select 'User Roles' from the drop-down menu. This will take you to a page where you can view all the existing user roles and create new ones.

To assign a role to a user, click on the 'Assign Roles' button. A list of all the users will appear. You can search for a specific user by typing their name or email in the search bar. Once you've found the user you want to assign a role to, click on their name. A pop-up window will appear where you can select the role you want to assign to them. Click 'Save' to finalize the changes. The user will now have the permissions associated with the assigned role.

What are the different user roles available in Kajabi?

Kajabi offers several user roles to help manage and operate your online business effectively. The primary user roles include the Owner, Admin, and Assistant.

The Owner is the primary account holder who has full access to all features and settings in Kajabi. They can manage all aspects of the platform, including billing information, account settings, and user roles. The Admin role is similar to the Owner but does not have access to billing information or the ability to change the account's primary email. The Admin can create, edit, and delete products, pipelines, and marketing campaigns, among other tasks. The Assistant role has limited access and is typically given to individuals who need to manage specific tasks. They can access and manage products, pipelines, and marketing campaigns but cannot access or change account settings or billing information.

Can I customize user roles in Kajabi?

Yes, you can customize user roles in Kajabi. Kajabi provides a feature that allows you to manage and customize user roles according to your needs. This feature is particularly useful if you have a team working on your site and you want to control the level of access each team member has.

You can assign different roles such as Admin, Analyst, Assistant, and Moderator, each with varying levels of permissions. For instance, an Admin has full access to all areas of your site, while an Analyst can only view and analyze data. An Assistant can manage content and products but cannot access financial data, and a Moderator can manage comments and assessments. This way, you can ensure that each team member only has access to the areas they need to perform their tasks.

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