Organization Roles and Permissions

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

When you first set up your organization, you may designate it either as a business or academic organization. The role options are slightly different between the two types of organizations.

Roles for Academic Organizations

Owner
Admin
Teacher
Student

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 deactivate the organization’s account.

Content Manager

Content Managers can create new documents and 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