How to set up user roles for Actions & KPIs
There are currently three roles:
- Admin
- Editor
- Reader
USER ROLE | FUNCTIONALITY | ROLE GROUP | APPLICATION |
|---|---|---|---|
| Admin | A user in the organization who manages users and their roles. | User + Controller | Controlling + Setup |
| Editor | A user in the organization who can edit the strategy. | User + Controller | Controlling |
| Reader | A user in the organization who can only view and read the strategy content. | User | Controlling |
Admin
The admin can add other users to the product and edit the strategy.
Editor
The editor can make adjustments to the strategy, at any level.
Reader
The reader cannot edit any data entered into the product and can only view it.
Add a user
Add user in Actions & KPIs
Click “+Add user” and fill out the credentials and user settings.
To send an invitation to the platform straight away, tick “Send welcome email” before clicking “Create user”.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article