# Understanding User Roles

> Source: https://docs.trailspark.ai/getting-started/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](https://docs.trailspark.ai/team-management/managing-team-members#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**.

> [!NOTE]
> 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:

1. On the **Users** page, click the actions menu for the Owner
2. Select **Transfer & Remove**
3. Choose the new Owner from the member list
4. 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.

## Next Steps

- [Inviting Team Members](https://docs.trailspark.ai/team-management/inviting-users)
- [Managing Team Members](https://docs.trailspark.ai/team-management/managing-team-members)