# User types > Who can do what in Filament, and who each user type is for. Everyone in a Filament account has one of three user types. Your user type sets what you can do across the account. Which dashboards and apps you can open is decided separately, by [sharing](https://filamentanalytics.com/docs/permissions). - **Admin:** the people who run Filament for your organisation, like a founder, operations or finance lead, or agency director. - **Member:** the people who work with the data every day, like fundraisers, marketers, program managers and analysts. - **Client:** your agency's clients, who want to see results and keep their app connections working without building anything. Only available in [client accounts](#agency-and-client-accounts). ### The Three User Types at a Glance | | Admin | Member | Client | | -------------------------------------------- | :---: | :----: | :----: | | Chat with Filly | ✓ | ✓ | – | | Create and edit dashboards | ✓ | ✓ | – | | View dashboards shared with them | ✓ | ✓ | ✓ | | Share dashboards and create public links | ✓ | ✓ | – | | Connect new apps | ✓ | – | ✓ | | Reconnect, edit and remove apps | ✓ | – | ✓ | | Choose who can access each app | ✓ | – | – | | Invite, remove and change users | ✓ | – | – | | Create user groups and assign people to them | ✓ | – | – | | Billing, AI credits and account settings | ✓ | – | – | A few things the table can't show: - **Admins don't see every dashboard.** They see one only if it's shared with them, their user group, **Admins** or **All members**. - **Members** can edit and share only the dashboards they have edit access to, and use the apps shared with them. New apps are shared with all members as view-only. - **Clients only ever view dashboards**, even when one is shared with edit access. They can reconnect an expired Google or Stripe login without waiting on you, and upload files to apps that accept them. - **One admin is the Owner**, usually whoever created the account. The Owner can't be removed or have their user type changed. To hand over ownership, click **Make owner** on another admin's row in **Members**. The previous Owner becomes an Admin. ### User Groups User groups give a team, like Fundraising or Finance, its own dashboards and apps. Share with the group once, and anyone added to it later gets the same access. - **Setting up.** Admins create groups under **Account › User groups** and assign people from the **Members** list. Each person can be in one group at a time. - **Groups only add access.** They never change what someone's user type allows, and removing a group from a dashboard doesn't affect access someone has through another share. - **Groups belong to one account.** Groups in your agency account don't carry into client accounts. See [Permissions](https://filamentanalytics.com/docs/permissions#user-groups) for what groups can be given access to. ### Agency and Client Accounts On an agency plan, your team works in one **agency account**, and each client gets a separate **client account** with its own apps, data and dashboards. Create, switch between, pause and delete client accounts from **Clients** in the sidebar. | | In your agency account | In a client account | | ------ | --------------------------------------------------------- | ----------------------------------------------- | | Admin | Full access, plus an automatic Admin seat in every client | Usually your agency admins, added automatically | | Member | Agency account only, until added to a specific client | Agency team members you've added to this client | | Client | Not available | The people at your client's business | - **Filly across clients.** From the agency account, Owners and Admins can ask Filly about all of your clients' data at once, like comparing ad spend by client. Agency Members can't. - **Client users first.** Client accounts can only invite **Client** users to start with. If your client's own staff need to build dashboards and chat with Filly, contact us and we'll turn on full users for that account. - **An Admin seat isn't a master key.** Inside a client account, agency admins still see only the dashboards shared with them, their user group, **Admins** or **All members**. ### How People Move Between Agency and Client Accounts Some changes happen automatically: | When you… | What happens | | -------------------------------- | ---------------------------------------------------------------- | | Create a client account | Every agency admin joins it as an Admin. You become its Owner. | | Promote someone to agency admin | They're added as an Admin to every existing client account. | | Demote or remove an agency admin | They leave the client accounts they were added to automatically. | Others you do by hand, after switching into the client account: - **Add agency members.** Go to **Account** and use the **Agency members** card to **Add** or **Remove** people from your team. They join as Members. Only agency admins see this card. - **Invite client users.** Go to **Account › Invitations**, click **Invite team member** and choose **Client**. Invitations expire after 14 days. - **Adjust sharing defaults.** New client accounts copy your agency's **Dashboard sharing defaults**. Change them per client, or push your agency's defaults to every client at once. See [Permissions](https://filamentanalytics.com/docs/permissions#default-settings). ### Where to Manage Users Everything is under **Account** in the sidebar, on the **Organization settings** page. For a client account, switch into it first from **Clients** or the account switcher. | Section | What you can do | | ------------------ | ---------------------------------------------------------------------------------------------------------------- | | **Members** | Change each person's user type and user group, or remove them. The Owner also sees **Make owner** on admin rows. | | **Invitations** | Invite people, copy invite links and revoke pending invites. | | **User groups** | Create, rename and delete groups. Admins only. | | **Agency members** | Add or remove people from your agency team. Client accounts only. |