Roles and Permissions

Trackelio uses a role-based permission system to control what users can do within a workspace and across the platform. There are three workspace-level roles and one platform-level role.

Workspace roles

Owner

The workspace owner has full control over the workspace. There is exactly one owner per workspace.

Owners can:

• Create and delete the workspace.
• Manage billing and subscription.
• Invite and remove members.
• Promote members to moderator.
• Configure all workspace settings (branding, integrations, webhooks).
• Perform all moderator and member actions.

Moderator

Moderators help manage day-to-day operations within the workspace.

Moderators can:

• Create, edit, and delete boards.
• Create, edit, and delete labels.
• Triage posts: assign team members, change statuses, set priority and severity.
• Pin and unpin posts.
• Delete comments.
• View workspace analytics.
• Perform all member actions.

Member

Members are standard users who participate in feedback collection and discussion.

Members can:

• Create new posts.
• Vote on posts.
• Comment on posts.
• Edit their own posts.
• Watch posts for updates.
• Update their own profile.

Platform role

Platform Admin

Platform admins operate at the system level, outside of any specific workspace.

Platform admins can:

• View all registered users.
• Ban and unban users.
• Manage subscriptions and billing across the platform.
• View platform-wide statistics.

How users join a workspace

There are three ways a user can become a member of a workspace:

• Email invitation — The owner or a moderator sends an invite to a specific email address. The recipient joins with the member role by default.
• Shareable invitation link — The owner generates a link that anyone can use to join the workspace as a member.
• Public board sign-up — Users who sign up through the public-facing board are automatically added to the workspace with the member role.

Role assignment

• New members always start with the member role.
• The workspace owner can promote any member to moderator.
• Only one user can hold the owner role per workspace.