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Permissions

Permissions

Yolanda He avatar
Written by Yolanda He
Updated over 3 months ago

Super Admin

Can access and edit everything.

Admin

Can access and edit everything except for:

  • Organization Settings

  • Adding New Resources

  • Programs without their Department label

  • Boardee Attachments

Member

Can access:

  • Tasks

  • People

  • Resources

  • Settings

  • Journeys when they’ve been assigned as a Manager

Add User

  1. Go to People screen

  2. Click Add People

  3. Add User’s email

  4. Select the access level

Change User Access

  1. Go to People screen

  2. Select the user

  3. 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.

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