What are the four user roles in TrailSpark?

TrailSpark uses Owner, Admin, Editor, and Viewer roles in a hierarchical model. Each higher role includes all permissions of the roles below it.

What is the difference between Admin and Editor roles?

Editors can modify configurations, manage integrations, and submit evaluation feedback. Admins have all Editor permissions plus the ability to manage team members, send invitations, and access billing.

How do I transfer organization ownership?

Only the current Owner can transfer ownership. Go to the Users page, click the Owner's actions menu, select Transfer & Remove, and choose the new Owner from the member list.

Understanding User Roles - TrailSpark Docs

Role Hierarchy

TrailSpark uses four roles in a hierarchical permission model. Each higher role includes all permissions of the roles below it.

Owner > Admin > Editor > Viewer

Permissions by Role

Feature	Owner	Admin	Editor	Viewer
View dashboard, leads, signals	Yes	Yes	Yes	Yes
Edit configurations	Yes	Yes	Yes	No
Manage integrations	Yes	Yes	Yes	No
Manage destinations	Yes	Yes	Yes	No
Create evaluation rules	Yes	Yes	Yes	No
Submit evaluation feedback	Yes	Yes	Yes	No
Manage field mapping	Yes	Yes	Yes	No
Manage team members	Yes	Yes	No	No
Send user invitations	Yes	Yes	No	No
Access billing and plans	Yes	Yes	No	No
Transfer ownership	Yes	No	No	No

Key Differences

Viewer -- Read-only access. Can see dashboards, leads, and reports but cannot modify anything or submit feedback.

Editor -- Can modify configurations, manage integrations/destinations, field mapping, create evaluation rules, and submit evaluation feedback. Cannot manage team members or billing.

Admin -- Full administrative access including user management and billing. Cannot transfer ownership.

Owner -- One per organization. Has all Admin permissions plus the ability to transfer ownership. The creator of an organization automatically becomes its Owner.

Assigning and Changing Roles

When inviting a user, select their role from the dropdown (Admin, Editor, or Viewer). The default is Viewer.

To change an existing member's role, go to Users, click the actions menu (three dots) on their row, and select Edit Role.

The Owner's role cannot be edited directly. To change the Owner, use Transfer & Remove from the Owner's actions menu.

Transferring Ownership

Only the current Owner can transfer ownership:

On the Users page, click the actions menu for the Owner
Select Transfer & Remove
Choose the new Owner from the member list
Confirm the transfer

The selected user becomes the new Owner, and the previous Owner is removed from the organization. If you need the previous Owner to remain as a member, the new Owner must re-invite them.

Ownership transfer is immediate. The new Owner gains full control including billing access.

Multiple Organization Roles

Your role may differ across organizations. For example, you might be an Owner in your own organization and a Viewer in a client's. Your role switches automatically when you change organizations.