Admin Security
User Roles & Permissions
Surfgeo's role-based access control system ensures appropriate data access while maintaining security and operational efficiency.
Owner Role
Owners have complete system control and ultimate responsibility for the account.
Capabilities include:
Viewing and modifying all settings and data
Managing billing and subscription details
Adding or removing users, including other owners
Configuring SSO and security policies
Accessing audit logs and compliance reports
Deleting the account or requesting data exports
Best practice: Limit owner roles to 2–3 senior executives to maintain security while ensuring continuity.
Admin Role
Administrators manage day-to-day platform operations without access to sensitive billing data.
Capabilities include:
Adding and modifying tracked prompts and competitors
Configuring integrations and API access
Managing users (except owners)
Creating and modifying reports and dashboards
Accessing all analytical data and exports
Typical admins include marketing directors, SEO managers, and team leads responsible for GEO strategy.
Editor Role
Editors contribute to optimization efforts without configuration access.
Capabilities include:
Adding and tagging prompts for tracking
Creating and modifying content briefs
Annotating competitor insights
Exporting reports for their assigned areas
Viewing all analytical data
Best suited for content creators, marketing coordinators, and agency partners.
Viewer Role
Viewers have read-only access for stakeholders who need visibility without modification rights.
Capabilities include:
Viewing all dashboards and reports
Downloading existing exports
Accessing API data with read-only keys
Receiving scheduled report distributions
Ideal for executives, board members, investors, and cross-functional teams.
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