Assigning Organization Role
Each user in Elate will have both an Organization Role and a Team 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 an Organization is a Tactics Pro Customer, 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 Team Roles
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.
On this pop-up, assign the user a Team Role. Specifics around team roles include:
Team Owners - can see and edit everything in their team including members, outcomes, and objectives, regardless of who is assigned to that objective or outcome.
Members - can see everything in their team, with the ability to edit all outcomes on their team, and only the ability to edit objectives they own.
View-Only - can view everything within this team, but cannot make any changes aside from commenting.
