Organization Roles and Permissions

When you add users to an organization, you have the option to assign a "Role" or set of permissions within the organization that apply to that user.

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When you first setup your organization, you'll be given the option of choosing to have a "business" or "academic" organization.  The role options are slightly different between the two types of organizations.

Roles for Business Organizations

Roles for Academic Organizations

 

Owner

The organization Owner can make changes to organization owned documents, add or remove members, and modify subscription settings and billing info. Only the Owner can destroy the organization.

Admin

Organization Admins have the same abilities as the Owner, except they cannot destroy the organization.

Content Manager

Content Managers can create new documents, view and modify documents within the organization. They can view the Activity Feed in the Dashboard.

Agent

Agents can create and share new documents in the organization. They can view documents that are either 'Organization Viewable' or 'Public', but not 'Private'. They can also view and make copies of templates that are 'Organization Viewable' or 'Public'. They cannot see the Activity Feed in the Dashboard.

Teacher

Teachers can create new documents, view and modify documents within the organization. They can view the Activity Feed in the Dashboard.

Student

Students can create and share new documents in the organization. They can view documents that are either 'Organization Viewable' or 'Public', but not 'Private'. They can also view and make copies of templates that are 'Organization Viewable' or 'Public'. They cannot see the Activity Feed in the Dashboard.

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