There are 3 roles on Trail

  • Admins - The people who configure how Trail works
  • Managers - The people who run and monitor Sites
  • Team Users - The people who complete tasks at Sites

The following tables give an overview of what each role can do in each area of the app. 

Use this key to see what they can and can't do and look out for any exceptions.

✅ Yes

🌟 Yes (with exceptions)

❌ No

Tasks

Admin

Manager

Team

View/Complete tasks on their Site(s)

🌟 1

Reopen Locked Completed Tasks on their Site(s)

🌟 2

🌟 3

Manage Checklists on Tasks on their Site(s)

🌟 4

🌟 5

Manage Content Lists on Widgets on their Site(s)

Comment on Tasks

Create/Edit/Delete Tasks

Assign Tasks to Sites

Exceptions

  1. Excluding 'Manager and Admin Only' tasks
  2. Only on Today, not on past days
  3. Up to 10 minutes after the due time of the task
  4. Can mark checklist items as 'Can't Complete,' 'Not Applicable,' or 'Never Applicable.' Can add additional 'One Off,' or 'Repeating,' checklist items
  5. Can mark checklist items as 'Can't Complete,' or 'Not Applicable.'

Sites & Areas

Admin

Manager

Team

View Site(s) they're assigned to

Create/Edit/Delete Site(s) they're assigned to

Change Live/Inactive Status of Site(s) they're assigned to

Change Business Hours of Site(s) they're assigned to

🌟 1

Create/Edit/Delete Areas

Exceptions

  1. Managers cannot close time slots, only edit them

Users

Admin

Manager

Team

View Users at Site(s) they're assigned to

🌟 1

Create/Invite Users to Site(s) they're assigned to

🌟 2

Edit Names for Users at Site(s) they're assigned to

Edit Email Addresses for Users at Site(s) they're assigned to

🌟 3

🌟 4

Edit Passwords for Users at Site(s) they're assigned to

Change the Site a User is assigned to

🌟 5

Delete Users

Exceptions

  1. Only Team User Accounts, not other Managers or Admin users
  2. Only Team User Accounts, not other Managers or Admin users
  3. Only if they contact Trail Support
  4. Only if they contact Trail Support
  5. Only Team User Accounts and only to other Sites they're assigned to

Insights

Admin

Manager

Team

View Activity Feed for Activity on Site(s) they're assigned to

Download Insight Reports for Site(s) they're assigned to

Access Insights Dashboard for All Sites

Receive Daily Digest Report for Site(s) they're assigned to

Organisation Settings

Admin

Manager

Team

Change Organisation Name

Change Organisations Business Hours

🌟 1

Exceptions

  1. Only if they contact Trail Support
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