User Roles and Permissions

Administrators have full access to all aspects of the website through the Settings Tab. They can edit the Home Page, ALL overview pages, add new users, manage documents and comments, and pull reports. Administrators can create Departments if on an Enterprise plan. This access should only be given to those who truly need it. When logged in the Administrator access will see the following tabs that are hidden from Managers - Comments, Users & Settings.  

Managers (PM) are a limited role for Project Managers on shared sites.  They can add new documents, overviews, surveys, etc. but only edit their own content and content within their department.  Managers can help moderate comments (unpublish, delete) across all documents, forms or discussions within their department and can also review and pull reports.  Project managers can also be added to use the Assign and Resolve feature when reviewing comments.  When a manager logs into the site, they can click on any document and will see the View, Edit, Pins, Comments, Report, Embed tab if they uploaded (authored) the document.  If it is a document they did not upload they WILL NOT have access to the Edit tab. 

Managers cannot edit or delete documents or content made by other managers within their department.  Managers do not have access to the Settings tab and cannot add new admin or managers but can add participants.

Reporting - Managers and administrators have the ability to download all reports within their department on a site.  The "author" of a document can be changed under the Authoring Information on the add document or edit page to allow a different manager to edit or delete a document. This can only be changed by the original author or with administrator access.  

Both managers and administrators will be able to comment on documents after commenting has closed.  Allowing those roles permission to answer or reply to comments after they are closed to the general public. 

Anonymous user and authenticated user refer to Participants. Anonymous users are not signed in (i.e., someone browsing the site), and authenticated users are registered users who have signed in to comment on documents.