Super Admin
Can access and edit everything, including setting Permission Settings.
Admin
Can access and edit everything except for:
Settings => OrganizationResources => Unable to add new resourcesPrograms that do not contain their specified Department labelUser profile => Unable to access Documents and Surveys sections
Member
Can access:
TasksPeople=> Limited view of other people in the organizationResourcesSettings=>Profile and Personal Notification settings onlyJourneyswhen they’ve been assigned as a Manager
Permission Settings
In Settings > Permissions, Super Admins can change what profile fields, including custom labels, can be seen by Members, Admins, and Super Admins:
Anything labeled as
Super Adminwill be visible to only Super AdminsAnything labeled as
Adminwill be visible to Admins and Super AdminsAnything labeled as
Memberwill be visible to Members, Admins, and Super Admins
Admins will be unable to see the Permissions tab in their settings. In other people's profiles, Admins will only see what they are permitted in the Permissions settings.
Both Admins and Members will be able to see all their fields in their own profile, but will be unable to change unless given the proper permission to do so.
Members will see a custom view of others' profiles instead of custom fields.
Add User
Go to People screen
Click Add People
Add User’s email
Select the access level
Change User Access
Go to People screen
Select the user
Scroll down into Admin section and chose the desired access level
4. Click Save
Frequently Asked Questions
Q: If a Member is assigned as a Manager to a journey, can they view it?
Yes. Members will be granted access to view the Journeys they're assigned as a Manager to.
Q: As an Admin, which programs can I view?
As an Admin, you will be able to view programs with your Department Label. Ex: Admins in the Sales department will be able to view programs with the Sales label.
Q: What Permissions do Birthdates have?
By default, the year of birthdates are set to Hide Year . In Settings, only the user themselves can change their own Birthdate Visibility to Hide Birthday.