Summary
This page should become the fast lookup for role and access questions in TruAgents. The current app clearly distinguishes between general authenticated users, admins, public report viewers, and internal-only or admin-only surfaces. That means a permissions reference is worth having even before the final matrix is fully complete.What this page should eventually answer
| Question type | Example |
|---|---|
| Workspace access | Who can manage organization defaults? |
| Team access | Who can add or edit teammates? |
| Workflow access | Who can create campaigns or review communications? |
| Reporting access | Who can see in-app analytics versus public reports? |
| Technical/admin access | Which settings or controls are restricted to admins? |
Important distinctions to preserve
- Authenticated app access versus token-based public report access
- Self-service profile changes versus admin-managed access changes
- General user workflows versus admin-only controls
What we can say safely already
Even before the full validated matrix is complete, the current product clearly implies these broad distinctions:| Access area | Likely boundary |
|---|---|
| Profile updates and password reset | Self-service user account area |
| Team membership and teammate roles | Owner/admin-style responsibility |
| Organization defaults and sensitive setup | Restricted admin responsibility |
| Public report viewing | Tokenized external access, not full app access |
How to use this page today
Use this reference to classify the kind of access question first. Then go deeper into the related page for the actual workflow:- self-service account questions -> Profile and account access
- teammate/role questions -> Team management
- org-level restriction questions -> Organization settings
- external report access questions -> Report sharing model