Roles & Permissions
Every team member has a role that controls what they can do. There are three roles in TrioSens, each with a different level of access.
The three roles
Section titled “The three roles”Full control over the team. Owners can manage members, change roles, update team settings, and handle billing. Every team must have at least one Owner.
Can create and edit reports, prompts, and personas. Members can also invite new people to the team. They can’t access team settings or billing.
Read-only access. Viewers can see reports and data but can’t create, edit, or invite anyone. This is ideal for stakeholders who need visibility without the ability to change anything.
Permissions matrix
Section titled “Permissions matrix”| Action | Owner | Member | Viewer |
|---|---|---|---|
| View reports and data | Yes | Yes | Yes |
| Create and edit reports | Yes | Yes | No |
| Create and edit prompts | Yes | Yes | No |
| Create and edit personas | Yes | Yes | No |
| Invite members | Yes | Yes | No |
| Manage team settings | Yes | No | No |
| Change member roles | Yes | No | No |
| Remove members | Yes | No | No |
| Manage billing | Yes | No | No |
Changing a member’s role
Section titled “Changing a member’s role”Only Owners can change roles. To update someone’s role:
-
Go to Team Settings
Open your team settings and navigate to the members list.
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Find the member
Locate the team member whose role you want to change.
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Update their role
Select the new role from the dropdown. The change takes effect immediately.
Removing a member
Section titled “Removing a member”Owners can remove any team member. Members can remove themselves from a team. To remove someone, find them in the Team Settings members list and click the remove option.
Every team must have at least one Owner. If you’re the only Owner, you can’t leave the team or change your role until you promote another member to Owner first.
The Viewer role is perfect for executives, clients, or other stakeholders who need to see results but shouldn’t be able to modify reports or configurations.