Account Owner and Admin can...

  • Add new procedures
  • Edit procedures shared with them
  • Add and edit files shared with them
  • Add and edit categories and people
  • Create/Assign/Delete/Archive Checklists 

Only Account owner can...

  • Cancel the account
  • Upgrade or downgrade the account
  • View or change billing details

Member can....

  • Only view procedures and files that are shared with them 
  • Add comments to procedures shared with them 
  • Create/manage/re-assign Checklists from procedures shared with them
  • Unable to create new procedures or upload files
  • Unable to edit/delete procedures or files

Note: Your Team will only have access Procedures shared with them. In turn, your Team can only see Checklists they create and the ones that are tied to the Procedures shared with them.

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