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Roles and permissions

Roles and permissions determine what users can see and do in the portal. There are administrative roles for managing accounts and billing and non-administrative roles for users to access key features.

There are two levels of roles and permissions in Unmand. They include:

  • Organisation level roles
  • Project-level permissions

Organisation Roles#

Organisation roles apply across the organisation and all projects. There are two organisation level roles; Admin and User.

Admin#

Admins are active users with full administrative permissions. They can:

  • Invite and add users
  • Manage users and project permissions
  • Create projects
  • Access and review billing
  • Promote and demote users
  • Remove users
  • Create, view, edit, move and delete their login details

User#

A User can see all users in their organisation, but can't edit their roles.

They can create, view, edit, move and delete their login details.


Project Permissions#

Permissions are configured at a project/project level. Organisation Admins have access to all projects by default.

Permissions for organisation users are configured at an individual project level.

Admin#

Admin permission have the rights to create, view, edit and delete the project. They can also invite new users from your organisation to the project.

Write#

Write permission Can make changes to the project, including editing fields and resubmitting tasks

Read#

Read permission allows the user to see the project in a read-only mode. They cannot edit fields or invite new users to the project.