How to set up user roles for the Plan & Strategies product
There are three roles currently:
- Admin
- Editor
- Reader
USER ROLE | FUNCTIONALITY | ROLE GROUP | APPLICATION |
|---|---|---|---|
| Admin | This user is someone from your organization who should be able to manage the users and which role they should have. | User + Controller | Controlling + Set-up |
| Editor | This is someone from your organization who is able to edit the strategy. | User + Controller | Controlling |
| Reader | This is someone from your organization who should only be able to look at and read the strategy content. | User | Controlling |
Admin
The admin user has access to add other users to the product as well as edit the strategy.
Editor
The editor is the user role which allows the user to make adjustments to the strategy. The editor can edit any level of the strategy.
Reader
The reader will not have access to edit any data entered into the product. The reader will only be able to view the data entered.
Add a user
Press "+Add user" and fill out the credentials and user settings.
If you want to send an invitation to the platform straight away, tick "Send welcome email" before clicking Create user.
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