SimplyMeet.me

Role administration: Difference between revisions

← Older edit
No edit summary
No edit summary
 
(8 intermediate revisions by the same user not shown)
Line 1: Line 1:
<div class="text" style="display:flex;">
<div class="text" style="display:flex;">
<div class="description" style="display:block; width:40%">
<div class="description" style="display:block; width:40%">
In Organization management, you can change teammates' roles once they are invited to the organization. By default, all invited users are assigned a "Member" role.  
 
All users have full access to all personal account settings while other settings are limited within the organization. See the user roles limits in relation to organization management below.
Once teammates are invited to your organization, you can manage their roles and permissions under '''Organization''' > '''Settings''' > '''User Roles & Access.'''
<br><br>
By default, all newly invited users are assigned the '''Member''' role. All users retain full control over their '''personal account settings''', but their access to organization-level features varies based on their assigned role.
<br><br>
Under the '''User Roles & Access''' tab, the '''Owner''' can customize what '''Managers''' and '''Members''' are allowed to do by enabling or disabling specific permissions using toggle switches. Permissions marked with an '''<span style="color:red;">X</span>''' are fixed and cannot be modified for that role.
Refer to the table below for a breakdown of access levels by role
<br><br>




{|style="border-left:solid 2px #06adef; font-size:92%;
{|style="border-left:solid 2px #06adef; font-size:92%;
| style="padding: 20px;| <span style="color:#06adef">Please note:</span> If a user will be deleted from an organization he will still have access to all past/future meetings if he was registered via his personal email address.
| style="padding: 20px;| <span style="color:#06adef">'''Important'''</span> If a user is removed from the organization, he/she will still have access to all past and future meetings scheduled with his/her personal email address.
|}
|}
</div>
</div>
Line 12: Line 18:
{| style="display:block; width:100%; max-width:50%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;"
{| style="display:block; width:100%; max-width:50%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;"
|- style=""
|- style=""
! style="font-weight: bold; padding: 30px; text-transform: uppercase;" |  
! style="font-weight: bold; padding: 30px;" | Permission
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Owner
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Owner
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Manager
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Manager
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Member
! style="text-align: center; font-weight: bold; color: #0B3052; width:20%;" | Member
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | View Organization
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Leave Organization
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center;" | &#10004; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View Organization
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View organization reports
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Calendar settings<br><span style="font-size:10px; color: gray;">Manage and grant access to colleagues' calendar settings</span>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | View internal events<br><span style="font-size:10px; color: gray;">View internal events created by organization members (View organization reports required). In order to create meetings for other organization members, Manage users should be enabled for the user role.</span>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage Team and Collective<br><span style="font-size:10px; color: gray;">Configure Team and Collective meeting types settings to manage team workload distribution (View organization required)</span>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center;" | &#9881; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Edit Organization
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization integrations
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Manage Organization Users
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Edit organization<br><span style="font-size:10px; color: gray;">Edit organization details, such as name, logo, and description (View organization required)</span>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | Except for<br>the Owner <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Invite New Users
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage users (limited)<br><span style="font-size:10px; color: gray;">Managers can edit users, but cannot manage Owners</span>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Delete Organization
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage roles (limited)<br><span style="font-size:10px; color: gray;">Managers can manage roles, except for the Owner role (Edit organization and View organization required)</span>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | View Organization Report
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization translations
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Leave Organization (login type/SSO password)
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization appearance
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; " | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | View and Manage Billing
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage organization widget
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF;text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; font-size:28px; text-align: center; " | &#9881; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Edit Team Meeting types
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Delete organization
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Access Custom translations
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Billing access
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|-
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 30px;" | Visible on Booking Website
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage Owner role
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 60px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #00d38b; font-size:24px; text-align: center; height: 30px;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center;" | &#10004; <br>
| style="border-bottom: 1px solid #e7ecf7; color: #ff3259; text-align: center;" | &#10060; <br>
|}
|}
</div>
</div>
Retrieved from "https://help.simplymeet.me/index.php?title=Role_administration"