Managing Team Members

Viewing Members

Navigate to the Users page to see all members. Each entry shows the member's name, email, role badge, and an actions menu.

Changing a User's Role

Requires Owner or Admin role.

1. Find the member on the Users page
2. Click the actions menu (three dots)
3. Select Edit Role
4. Choose the new role (Admin, Editor, Viewer, or Billing)
5. Click Save

The change takes effect immediately.

Removing a Member

1. Click the actions menu for the member
2. Select Remove
3. Confirm in the dialog

Billing Contact

The Billing contact card at the top of the Users page names the one person who receives your workspace's invoices, receipts, and billing notices. Requires Owner or Admin role to change.

The card shows one of three states:

• A named contact — their name and email. Any member can be the billing contact; naming them doesn't change their role.
• No billing contact named yet — the card shows your workspace contact email with the note "Workspace contact email — no billing contact named yet". Billing emails go there until you name someone.
• Named but hasn't signed in yet — a contact you added by email who hasn't set a password. They still receive every billing email; signing in is optional for them.

Choosing an existing member

Click Choose a member (or Change if a contact is already named), pick a member of this workspace from the list, and confirm. As the dialog says, "Their role stays as it is."

Adding a new billing contact

For someone who isn't a member yet — typically your accounts-payable contact:

1. Click Add new billing contact
2. Enter their First name, Last name, and Email address
3. Click Add billing contact

They're added to the workspace with the Billing role (invoices and usage only — see Understanding User Roles) and named as the billing contact in one step. They receive an email with the subject You're the billing contact for <workspace> on Trailspark, which says who named them, that invoices and billing notices will come to their address, and that signing in is optional: it includes a link to set a password if they'd like to view invoices and usage themselves. The link is good for an hour; they can request a fresh one at any time from the sign-in page with Forgot password, or you can click Resend welcome on the card while they still haven't signed in.

If the email you enter already belongs to a Trailspark user, that person is added to the workspace with the Billing role (or simply named, if they're already a member) — no new account is created.

What the billing contact affects

• Every billing email — receipts, payment notices, usage warnings, expanded-limits reminders — goes to the billing contact. See Managing Billing.
• The name and email on your Stripe invoices update automatically whenever the billing contact changes, so invoices are always addressed to the right person.
• Changing or clearing the billing contact never removes anyone from the workspace.

Transferring Ownership

The Owner cannot be removed directly. To remove the Owner or change who owns the organization:

1. Click the actions menu for the Owner
2. Select Transfer & Remove
3. Select the new Owner from the member dropdown
4. Click Transfer & Remove to confirm

The selected user becomes the new Owner, and the previous Owner is removed from the organization.

Next Steps

• Inviting Team Members
• Understanding User Roles