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Overview

Trodo uses a role-based access system to manage team permissions. This guide covers user roles, invitations, and team administration.

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User Roles

Trodo has three user roles with different permission levels:

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Super User (Team Owner)

The Super User is the team owner with full administrative control:
PermissionAccess
Billing management✅ Full access
Team deletion✅ Can delete team
Admin capabilities✅ All admin permissions
Invite users✅ Yes
Manage integrations✅ Yes
View all data✅ Yes
The Super User role is fixed and cannot be transferred. The person who created the team is automatically the Super User.

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Admin

Admins can manage team settings and users but cannot access billing:
PermissionAccess
Billing management❌ No access
Team deletion❌ Cannot delete
Invite users✅ Yes
Remove users✅ Yes (except Super User)
Manage integrations✅ Yes
Configure settings✅ Yes
View all data✅ Yes
Create/edit reports✅ Yes
Manage sites & contracts✅ Yes

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User

Standard users have access to analytics features:
PermissionAccess
Billing management❌ No access
Team deletion❌ Cannot delete
Invite users❌ No
Manage integrations❌ No
Configure settings❌ No
View all data✅ Yes
Create/edit reports✅ Yes
View user profiles✅ Yes

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Role Comparison

CapabilitySuper UserAdminUser
View analytics✅✅✅
Create reports✅✅✅
Create boards✅✅✅
View user profiles✅✅✅
Invite team members✅✅❌
Remove team members✅✅❌
Manage sites✅✅❌
Manage contracts✅✅❌
Configure auto-enhance✅✅❌
Manage integrations✅✅❌
Access billing✅❌❌
Delete team✅❌❌

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Inviting Team Members

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Send Invitation

1

Go to Team Settings

Navigate to Settings → Team
2

Click Invite

Click Invite Team Member
3

Enter Details

  • Email address
  • Select role (Admin or User)
4

Send Invitation

Click Send InviteThe user receives an email with a link to join your team.

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Invitation Status

Track pending invitations: 
Team Members:
├── [email protected] (Admin) - Active
├── [email protected] (User) - Active
├── [email protected] (User) - Pending (sent 2 days ago)
└── [email protected] (Admin) - Pending (sent 1 hour ago)

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Resend or Cancel

For pending invitations:
  • Resend: Send another invitation email
  • Cancel: Remove the pending invitation

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Managing Team Members

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Change User Role

Admins and Super Users can change roles:
  1. Go to Settings → Team
  2. Find the user
  3. Click role dropdown
  4. Select new role (Admin or User)
You cannot change the Super User’s role or demote yourself if you’re the only Admin.

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Remove Team Member

  1. Go to Settings → Team
  2. Find the user to remove
  3. Click Remove (trash icon)
  4. Confirm removal
What happens when removed:
  • User loses access immediately
  • Personal saved reports become inaccessible
  • Shared reports remain for the team
  • User can be re-invited later

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Transfer Ownership

Currently, the Super User role cannot be transferred. Contact support if you need to change team ownership.

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Team Structure

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One Team, Multiple Sites

A single team can manage multiple sites: 
Team: Acme Corp
├── Sites:
│   ├── app.acme.com
│   ├── marketing.acme.com
│   └── staging.app.acme.com
│
└── Team Members:
    ├── [email protected] (Super User)
    ├── [email protected] (Admin)
    └── [email protected] (User)
All team members have access to all sites configured for the team.

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Audit Logging

All team actions are logged: 
Audit Log:
├── Feb 15, 2:30 PM │ [email protected] │ Invited [email protected] as Admin
├── Feb 15, 10:00 AM │ [email protected] │ Added site: staging.acme-dex.com
├── Feb 14, 4:45 PM │ [email protected] │ Changed [email protected] role to User
└── Feb 14, 3:00 PM │ [email protected] │ Removed contract: Old Router

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Best Practices

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Role Assignment

✅ Recommended:
- 1 Super User (team owner, handles billing)
- 1-2 Admins (technical leads, manage settings)
- Remaining team as Users (analysts, marketers)

❌ Avoid:
- Everyone as Admin (security risk)
- No backup Admin (single point of failure)

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Access Management

  • Review regularly: Audit team members quarterly
  • Remove promptly: Remove access when people leave
  • Least privilege: Give minimum necessary permissions
  • Document roles: Keep track of who has what access

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Security

  • Use strong passwords
  • Enable 2FA when available
  • Don’t share accounts
  • Use individual invitations (not shared links)

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Troubleshooting

  1. Check spam/junk folder
  2. Verify email address is correct
  3. Resend the invitation
  4. Try a different email address
  • Only Super Users and Admins can change roles
  • Cannot modify the Super User’s role
  • Cannot demote yourself if you’re the last Admin
  • Ask user to clear browser cache
  • Session may take a few minutes to expire
  • Contact support if issue persists
Contact Trodo support to transfer the Super User role to another team member.

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Next Steps

Sites

Manage tracked websites and apps

Privacy & Compliance

Data privacy settings