Team Roles & Permissions

Control who can do what in your Tracktron team.

Permission Matrix

ActionAdminMemberViewer

View dashboard✓✓✓
View subscriptions✓✓✓
Add subscriptions✓✓✗
Edit subscriptions✓✓✗
Delete subscriptions✓✗✗
View analytics✓✓✓
Export data✓✓✗
Invite members✓✗✗
Remove members✓✗✗
Change team settings✓✗✗
Manage billing✓✗✗

Changing Roles

Admins can change any member's role:

  1. Go to Settings > Members
  2. Find the team member
  3. Click the role dropdown
  4. Select the new role
Changes take effect immediately.

Who Should Be What?

Admins

  • Finance leads
  • IT managers
  • Operations directors
  • Company founders

Members

  • Department managers
  • Procurement team
  • Project managers
  • Team leads

Viewers

  • Executives needing visibility
  • Auditors
  • Board members
  • Consultants

Security Considerations

  • Limit admin access to those who need it
  • Review permissions quarterly
  • Remove access immediately when people leave
  • Use viewer role for external stakeholders