Guide / Reference

Roles and permissions

Everyone on a Cultivate account holds one role, and the role decides what they can see and do. The Owner is the person who holds the subscription. The Owner, or an Admin, gives every teammate one of the other five roles from the Account page. This page is generated from the same definitions the API enforces, so it says exactly what each role can and can't do.

Before the details
What the settings mean
Owner
Admin
Booker
Researcher
Tour crew
Viewer
The full table

Before the details

The plan sets the ceiling. A role never unlocks something the plan doesn't include: the REST API is an Enterprise feature, and Explorer has one login, so roles matter on Professional and Enterprise.
The API enforces every role. A screen a role doesn't include is hidden from its menu and covered if opened from an old link, and the API refuses the request anyway.
Searching shows everything. Anyone whose role can search venues and artists sees every field of them, booking contacts included.
Role changes apply within about a minute.
Tours have their own roles too. On a tour, a teammate can be an editor, a reviewer (can comment) or a viewer. For the roles that see only the tours they are added to (Tour crew, Viewer), the tour role applies, limited by their account role: a Viewer added as an editor still can't change anything.
The audit log on the Account page records invites, removals and role changes; deleted deals, tasks, leads, notes, contacts and tours; archived tours; share links made and revoked; and data downloads.

What the settings mean

Setting	Meaning
Yes	Can do it, across all of the account's records.
Own records	Only records they created or that are assigned to them.
Assigned tours	Only tours they've been added to, with the per-tour role (editor, reviewer, viewer).
View only	Can see it, can't change it.
No	Hidden from menus, and the API refuses it.

The roles

Owner

Holds the subscription. Exactly one per account; can do everything, including billing, closing the account and transferring ownership.

Can

Search venues, artists and events
Market Command Center and market tabs
Reports and infographics
Ask the Data and AI insights
Exports and bulk data downloads (Enterprise plan only)
See leads, deals, tasks and notes
Create and edit leads, deals, tasks and notes
Delete leads, deals and notes
See deal amounts and fees
Assign records to other people
Favorites and saved lists
Account contacts list
See tours
Create tours
Edit tours
Archive or delete tours
Make share links
Send day sheets to crew
Choose who can see a tour
Personal dashboard and alerts inbox
Weekly digest email
Invite and remove people, set their roles
Plan, billing and invoices
Buy AI credit packs
API key and MCP server (Enterprise plan only)
See the audit log
Transfer ownership or close the account
Projects

There is exactly one Owner per account. The role can't be given to a teammate.

Admin

Runs the account day to day: people and their roles, every tour, the whole pipeline, exports and AI credit purchases. Can see invoices but can't change the plan or card, cancel, or transfer ownership.

Can

Search venues, artists and events
Market Command Center and market tabs
Reports and infographics
Ask the Data and AI insights
Exports and bulk data downloads (Enterprise plan only)
See leads, deals, tasks and notes
Create and edit leads, deals, tasks and notes
Delete leads, deals and notes
See deal amounts and fees
Assign records to other people
Favorites and saved lists
Account contacts list
See tours
Create tours
Edit tours
Archive or delete tours
Make share links
Send day sheets to crew
Choose who can see a tour
Personal dashboard and alerts inbox
Weekly digest email
Invite and remove people, set their roles
Buy AI credit packs
API key and MCP server (Enterprise plan only)
See the audit log
Projects

Can see, but not change

Plan, billing and invoices

Can't

Transfer ownership or close the account

Booker

Books shows: works the whole pipeline, builds and shares tours and sends day sheets. Deletes only what they created; no exports, no seat management, no billing.

Can

Search venues, artists and events
Market Command Center and market tabs
Reports and infographics
Ask the Data and AI insights
See leads, deals, tasks and notes
Create and edit leads, deals, tasks and notes
See deal amounts and fees
Favorites and saved lists
Account contacts list
See tours
Create tours
Edit tours
Make share links
Send day sheets to crew
Personal dashboard and alerts inbox
Weekly digest email
Projects

Can, but only for records they created

Delete leads, deals and notes
Archive or delete tours
Choose who can see a tour

Can't

Exports and bulk data downloads (Enterprise plan only)
Assign records to other people
Invite and remove people, set their roles
Plan, billing and invoices
Buy AI credit packs
API key and MCP server (Enterprise plan only)
See the audit log
Transfer ownership or close the account

Researcher

Does market research: search, market tabs, reports and AI insights, seeing every field of a venue or act including its contacts. No access to the pipeline or tours.

Can

Search venues, artists and events
Market Command Center and market tabs
Reports and infographics
Ask the Data and AI insights
Favorites and saved lists
Personal dashboard and alerts inbox
Weekly digest email

Can, but only for records they created

Projects

Can't

Exports and bulk data downloads (Enterprise plan only)
See leads, deals, tasks and notes
Create and edit leads, deals, tasks and notes
Delete leads, deals and notes
See deal amounts and fees
Assign records to other people
Account contacts list
See tours
Create tours
Edit tours
Archive or delete tours
Make share links
Send day sheets to crew
Choose who can see a tour
Invite and remove people, set their roles
Plan, billing and invoices
Buy AI credit packs
API key and MCP server (Enterprise plan only)
See the audit log
Transfer ownership or close the account

Tour crew

Tour managers and crew: works only on the tours they've been added to, within the per-tour role they were given. No research, pipeline, money or AI.

Can

Personal dashboard and alerts inbox

Can, but only on tours they have been added to

See tours
Edit tours
Send day sheets to crew

Can't

Search venues, artists and events
Market Command Center and market tabs
Reports and infographics
Ask the Data and AI insights
Exports and bulk data downloads (Enterprise plan only)
See leads, deals, tasks and notes
Create and edit leads, deals, tasks and notes
Delete leads, deals and notes
See deal amounts and fees
Assign records to other people
Favorites and saved lists
Account contacts list
Create tours
Archive or delete tours
Make share links
Choose who can see a tour
Weekly digest email
Invite and remove people, set their roles
Plan, billing and invoices
Buy AI credit packs
API key and MCP server (Enterprise plan only)
See the audit log
Transfer ownership or close the account
Projects

Viewer

Read-only for partners and stakeholders: sees research and the pipeline without deal amounts, and only the tours they've been added to. Changes nothing.

Can

Search venues, artists and events
Market Command Center and market tabs
Reports and infographics
Personal dashboard and alerts inbox
Weekly digest email

Can, but only on tours they have been added to

See tours

Can see, but not change

See leads, deals, tasks and notes
Favorites and saved lists
Account contacts list
Projects

Can't

Ask the Data and AI insights
Exports and bulk data downloads (Enterprise plan only)
Create and edit leads, deals, tasks and notes
Delete leads, deals and notes
See deal amounts and fees
Assign records to other people
Create tours
Edit tours
Archive or delete tours
Make share links
Send day sheets to crew
Choose who can see a tour
Invite and remove people, set their roles
Plan, billing and invoices
Buy AI credit packs
API key and MCP server (Enterprise plan only)
See the audit log
Transfer ownership or close the account

The full table

Permission	Owner	Admin	Booker	Researcher	Tour crew	Viewer
Research
Search venues, artists and events	Yes	Yes	Yes	Yes	No	Yes
Market Command Center and market tabs	Yes	Yes	Yes	Yes	No	Yes
Reports and infographics	Yes	Yes	Yes	Yes	No	Yes
Ask the Data and AI insights	Yes	Yes	Yes	Yes	No	No
Exports and bulk data downloads (Enterprise plan only)	Yes	Yes	No	No	No	No
Booking pipeline
See leads, deals, tasks and notes	Yes	Yes	Yes	No	No	View only
Create and edit leads, deals, tasks and notes	Yes	Yes	Yes	No	No	No
Delete leads, deals and notes	Yes	Yes	Own records	No	No	No
See deal amounts and fees	Yes	Yes	Yes	No	No	No
Assign records to other people	Yes	Yes	No	No	No	No
Favorites and saved lists	Yes	Yes	Yes	Yes	No	View only
Account contacts list	Yes	Yes	Yes	No	No	View only
Tours
See tours	Yes	Yes	Yes	No	Assigned tours	Assigned tours
Create tours	Yes	Yes	Yes	No	No	No
Edit tours	Yes	Yes	Yes	No	Assigned tours	No
Archive or delete tours	Yes	Yes	Own records	No	No	No
Make share links	Yes	Yes	Yes	No	No	No
Send day sheets to crew	Yes	Yes	Yes	No	Assigned tours	No
Choose who can see a tour	Yes	Yes	Own records	No	No	No
Dashboard and alerts
Personal dashboard and alerts inbox	Yes	Yes	Yes	Yes	Yes	Yes
Weekly digest email	Yes	Yes	Yes	Yes	No	Yes
Account administration
Invite and remove people, set their roles	Yes	Yes	No	No	No	No
Plan, billing and invoices	Yes	View only	No	No	No	No
Buy AI credit packs	Yes	Yes	No	No	No	No
API key and MCP server (Enterprise plan only)	Yes	Yes	No	No	No	No
See the audit log	Yes	Yes	No	No	No	No
Transfer ownership or close the account	Yes	No	No	No	No	No
Booking pipeline
Projects	Yes	Yes	Yes	Own records	No	View only

Why some settings are the way they are

Ask the Data and AI insights

AI features spend the account's shared credits. We could add an optional monthly cap per seat.

See leads, deals, tasks and notes

one shared pipeline per account for Owner, Admin and Booker. If bookers should only see their own deals, change Booker to Own records.

Delete leads, deals and notes

bookers delete only what they created; deleting a teammate's record needs an Admin. Every delete is logged.

See deal amounts and fees

Money is hidden from Researchers, Tour crew and Viewers. Change Viewer to Yes if your viewers are partners who should see fees.

See tours

Tour crew and Viewers see only the tours they've been added to, using today's per-tour roles (editor, reviewer, viewer).

Choose who can see a tour

a Booker manages access only on tours they created.

Invite and remove people, set their roles

Admins can invite and remove people and set roles, but can't make anyone Owner or change the Owner.

Plan, billing and invoices

Admins can see invoices but can't change the plan, the card or cancel.

Questions about a role? Ask the Data inside the console.