Team Permissions
Understand the difference between Admin and Member roles and how to manage access in your organization.
TrussNote uses two roles to control what team members can see and do within your organization: Admin and Member.
Role comparison
| Permission | Admin | Member |
|---|---|---|
| Use all AI tools | Yes | Yes |
| View own reports | Yes | Yes |
| View all team reports | Yes | No |
| Invite team members | Yes | No |
| Remove team members | Yes | No |
| Change member roles | Yes | No |
| Manage billing | Yes | No |
| View organization settings | Yes | No |
| Edit organization settings | Yes | No |
| Set per-member credit limits | Yes | No |
| Export organization data | Yes | No |
Assigning roles
When you invite a team member, you select their role during the invitation process. You can change a member's role at any time:
- Go to Settings > Team members
- Find the member you want to update
- Click the three-dot menu next to their name
- Select Change role
- Choose Admin or Member
- Confirm the change
Role changes take effect immediately.
Multiple admins
We recommend having at least two admins in every organization. If the only admin leaves or loses access, the organization may become unmanageable. Adding a second admin is a good practice from day one.
Setting per-member credit limits
Admins can cap how many credits any individual member can consume per billing period. This is useful when:
- You want to ensure junior team members do not run through the shared pool accidentally
- You are running multiple concurrent projects and want to budget credits per project team
To set a per-member limit:
- Go to Settings > Team members
- Click the three-dot menu next to the member
- Select Set credit limit
- Enter the maximum credits for this member per month
- Click Save
A member who reaches their individual limit cannot generate new reports until the limit is reset or increased, even if the organization still has credits available.
Setting a limit of 0 disables all AI tool access for that member while keeping them in the organization.
Removing a team member
Removing a member immediately revokes their access. Their previously generated reports remain in the organization and are not deleted.
To remove a member:
- Go to Settings > Team members
- Click the three-dot menu next to the member
- Select Remove from organization
- Confirm the removal
If the member you are removing is an admin and they are the only admin, you must first promote another member to admin.
Frequently asked questions
Can a Member see reports generated by other team members? No. Members can only see reports they generated themselves. Admins can see all reports across the organization.
Can I create custom roles beyond Admin and Member? Custom roles are available on Enterprise plans. Contact support@trussnote.com to discuss your requirements.
What happens to a removed member's reports? Their reports remain in the organization library and are accessible to admins. The reports are associated with the organization, not the individual user.
Was this article helpful?