Roles & Permissions

Understand the four permission tiers in EngageTrack's role-based access control system.

Roles & Permissions

EngageTrack uses a four-tier role system to manage what each team member can do within an organization.

Role Hierarchy

Role	Description
Owner	Full control — billing, team management, site deletion
Admin	Manage team, sites, and settings (no billing access)
Member	View analytics and manage goals, funnels, and annotations
Viewer	Read-only access to analytics dashboards

Permission Matrix

Action	Owner	Admin	Member	Viewer
View analytics	✅	✅	✅	✅
View goals & funnel stats	✅	✅	✅	✅
Edit/archive goals	✅	✅	✅	❌
Create/edit/delete funnels	✅	✅	✅	❌
Create/delete annotations	✅	✅	✅	❌
Create/edit/delete sites	✅	✅	❌	❌
Update site settings	✅	✅	❌	❌
Update organization settings	✅	✅	❌	❌
Connect integrations	✅	✅	❌	❌
Invite/remove team members	✅	✅	❌	❌
Change member roles	✅	✅	❌	❌
Manage site access per member	✅	✅	❌	❌
Manage billing & subscription	✅	❌	❌	❌
Transfer ownership	✅	❌	❌	❌
Delete organization	✅	❌	❌	❌

Email Verification

Certain actions require a verified email address:

Subscribing to a paid plan
Sending team invitations

Changing Roles

Admins and owners can change any member's role from the Team settings page.

An organization must always have exactly one owner. To change the owner, use the ownership transfer feature instead.

Leaving an Organization

Any member (except the owner) can leave an organization from the Team settings page.

Ownership Transfer

The owner can transfer ownership to any admin from Settings → Team → Transfer Ownership. After transfer, the original owner is demoted to the Admin role. This action is irreversible.