Member Roles and Permissions - Traseq Docs

Every workspace member has a role that determines what they can access and do.

Roles

Role	Description
Owner	The workspace creator — has full control over everything
Admin	Can manage members, settings, and do all research work
Member	Can create strategies, run backtests, and manage blocks
Viewer	Can view strategies and results, but can’t create or edit

Permissions matrix

Action	Owner	Admin	Member	Viewer
View strategies and backtests	✅	✅	✅	✅
Create and edit strategies	✅	✅	✅	❌
Run backtests	✅	✅	✅	❌
Manage blocks	✅	✅	✅	❌
Invite members	✅	✅	❌	❌
Change member roles	✅	✅	❌	❌
Remove members	✅	✅	❌	❌
Manage billing	✅	❌	❌	❌
Modify workspace settings	✅	✅	❌	❌
Delete the workspace	✅	❌	❌	❌

How seats work

Owner, Admin, and Member each use one research seat.
Viewer does not use a seat.
To promote a Viewer to a higher role, you need an available seat.

Seat limits

Plan	Active Research Seats	Viewer Access
Free	Owner only	Not available
Plus	1	Included
Pro	3	Included

Change a member’s role

Go to Settings > Members.
Find the member you want to update.
Open the role dropdown next to their name.
Select the new role.

Warning: Only the Owner can transfer or modify the Owner role.

Next steps

Create and Switch Workspaces Invitations