Business & Enterprise Plan

Give Everyone Exactly
The Access They Need.

Roles are per-org. Permissions are per-feature. Junior staff see what they should, clients see only their data, and owners control everything — no config files, no code.

Start for free — no credit card required

Work email only · Setup in minutes · Cancel anytime

3
Roles per org
Per feature
Access control
Zero
Config files

Role system

Three Roles, Per Organization

The same person can hold a different role in each org under one login — Owner of your agency, Admin in a client's org, Analyst in another.

Owner

Full control of the org, members, integrations, and billing. One person per org. The buck stops here.

Typical use: Agency principal or account lead

Admin

Manage data, members, and day-to-day operations. Cannot change billing. Perfect for your staff running the account.

Typical use: Account manager assigned to client

Member / Analyst

Scoped feature access. Sees only what they need in this org. Ideal for client contacts and read-only staff roles.

Typical use: Client stakeholder or junior analyst

Customer stories

Access Control That Earns Client Trust

"I give my overseas developer the MCP URL and connector key, and the AI can automatically fetch all the data it needs. What used to require hours of BigQuery exports now happens automatically."

Gregg Hempel

GetPipe.com · BigCommerce

Developer-ready access
Read case study

"I am constantly looking for tools to simplify my business workflows, measure performance accurately, and provide valuable insights to manage my business effectively. PayHelm is a game-changer!"

Store Owner

Tag4MyPet · Shopify

60% workflow improvement

AI in action

Ask About Access Across Any Org

PayHelm AI can audit roles, suggest permission changes, and explain what any user can see.

PayHelm AI Agent
Roles & permissions — Acme Apparel org
What can my junior analyst Jake see in Acme Apparel's org?
PayHelm AI
In Acme Apparel, Jake has the Member role with these permissions: ✅ Dashboard — yes ✅ Traffic — yes ✅ Standard Reports — yes ❌ Custom Reports — no ❌ Team Members — no ❌ Billing — no ❌ Integrations — no He can see performance data but cannot modify reports, add members, or view billing.
Can I give him access to Custom Reports without promoting to Admin?
PayHelm AI
Yes — you can toggle Custom Reports on for Jake specifically inside Acme Apparel without changing his org-wide role. Head to Settings → Team → Jake → toggle Custom Reports. The change takes effect immediately and only applies to this org.
Ask PayHelm AI anything about your clients…

Everything included

Granular Access Without Complexity

One person can hold different roles in each org — Owner here, Analyst there
Permissions are per-feature AND per-org, not account-wide
Toggle any feature on/off per member in seconds — no code required
Invite status tracked: invited/accepted — always know who's in
Removing from one org never affects access in other orgs
Clients see only their workspace — your other client relationships are invisible
Junior staff get scoped access — no accidental billing or member changes
Seat tracking per org keeps billing clear and predictable

Right Access, Right People, Right Org

Per-feature, per-org permissions with no configuration overhead. Set it in seconds.

Work email only · No credit card · Cancel anytime

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