There are two different permission levels to familiarize yourself with in Elate. When you add a user to your account, you will be asked to assign them an Organization Role. This will be for your account as a whole. From there, you are able to add users to specific teams. There is only one type of role at the team level so users added to a team will be able to view and edit everything on that team.
Assigning Organization Role
An individual's Organization Role is assigned from the User Management table in Elate. If you are the Org Admin, you have access to invite new users by using the User Management table and can find it by clicking on your name in the bottom left-hand corner and selecting "User Management".
Unsure what permissions you have? Click "My Profile" to see.
When adding a new user to Elate, admins are able to assign them an Organization Role. The Organization Role determines what a user can do in Elate. More specifically:
Org Admins
Can view and edit everything in your organization, including teams, users, and plugins.
Can edit all Outcomes and all Objectives regardless of who is assigned to them.
If your organization has the Actions package (or Tactics Pro), Org Admins are also able to all Tactics regardless of team or Tactics owner.
Org Members
Can view anything that is public in Elate.
Can edit all Outcomes and all Objectives that they own themselves.
Their ability to edit other items within their teams are controlled by what team roles they are assigned on teams (see team roles below).
View-Only Users
Have the same view access as members, but they can't edit anything in Elate. They can leave comments on objectives they have access to view.
Assigning to a Team
To give a user edit access to a specific team, assign a user to that team in Elate by navigating to the team on the left-hand side and selecting "+" at the very top. Please note if they have the Organization Role of Admin, they will have view and edit access to EVERYTHING without having to add them to a specific team.
On this pop-up, you're able to add users using the "Add a user to this team" box then select the blue Add to Team button. Any users you add here will be able to view and edit everything on that team.
