Understanding User Roles

Role Hierarchy

Trailspark uses four roles in a hierarchical permission model — each higher role includes all permissions of the roles below it — plus one role that sits outside the hierarchy.

Owner > Admin > Editor > Viewer

Billing is the fifth role. It isn't part of the hierarchy: a Billing member sees the Plans and Billing and Usage pages and nothing else.

Permissions by Role

Feature	Owner	Admin	Editor	Viewer	Billing
View dashboard, leads, signals	Yes	Yes	Yes	Yes	No
Edit configurations	Yes	Yes	Yes	No	No
Manage integrations	Yes	Yes	Yes	No	No
Manage destinations	Yes	Yes	Yes	No	No
Create scoring rules	Yes	Yes	Yes	No	No
Submit evaluation feedback	Yes	Yes	Yes	No	No
Manage field mapping	Yes	Yes	Yes	No	No
Manage team members	Yes	Yes	No	No	No
Send user invitations	Yes	Yes	No	No	No
View plan, invoices, and usage	Yes	Yes	No	No	Yes
Add a card or pay an invoice	Yes	Yes	No	No	Yes
Change or cancel the plan; turn overages on or off	Yes	Yes	No	No	No
Transfer ownership	Yes	No	No	No	No

Key Differences

Billing -- Billing access only. Sees the Plans and Billing and Usage pages: the current plan, invoices and receipts, and usage against plan limits. Can download invoices, add a payment method, and pay an outstanding invoice. Cannot change or cancel the plan, turn overages on or off, or see leads, accounts, or any other settings. Typically your accounts-payable contact — see Billing contact.

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 scoring 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, Viewer, or Billing). The default is Viewer. The Billing option is labeled Billing with the hint "can view invoices and usage only".

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

Info

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.

Warning

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.