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
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: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