User Roles defined
User Role | Definition |
General user | A general user is an individual with a valid login to access the application. |
Collaborator | A user that has been given a specific permission to a SideDrawer or a Record. |
Console Roles defined
Console Role | Definition |
Tenant | A Tenant is the main environment created for a Professional Organization to manage a SideDrawer program. The Tenant has Branding and UX Configurations, Workflows (Info requests and Content packages), Program Administrators (Tenant Owner, Tenant Manager and Brand Manager), affiliates (definition below), created SideDrawers with assigned subscriptions and Team configurations (a fast way to assign a group of users access). |
Affiliate | An Affiliate is an optional sub-section of a Tenant. A Tenant can be the 'parent' entity to many affiliates. Organizations create affiliates to create segregated environments for different groups of managing users. ei. If I have a practice with multiple advisors who I do not want to see each others work, I can create for each advisor their own affiliate and assign them to that affiliate (this is called a Brand Manager). This means each group assigned to an affiliate in my Tenant have their own segregated 'independant' work space. Tenant Owner and Tenant managers have access to all affiliate details as managers of the entire program. |
SideDrawer Level Permission Management
These access levels apply to users for permission granted at the SideDrawer level.
Action | Owner | Editor | Viewer | No Details |
Can you see Timelines | Yes | Yes | Yes | No |
Can you see Info Requests (Edit & Complete) | Yes | Yes | No | No |
See Collaborators | Yes | Yes | No | No |
Can you Add/Delete Collaborators | Yes | Yes | No | No |
Can you see Record Contents (files) | Yes | Yes | Yes | No - only view existence of Record |
Can you create a Record | Yes | Yes | No | No |
Can you update a Record | Yes | Yes | No | No |
Can you delete a Record | Yes | Yes | No | No |
Can you upload a file to a Record | Yes | Yes | No | No |
Can you download and print a file from Record | Yes | Yes | Yes | No |
Do you receive notifications for all changes | Yes | Yes | Yes | No |
Can you be assigned Info Requests | Yes | Yes | No | No |
Record Level Permission Management
These access levels apply to users for permission granted at the Record level.
Action | Editor | Viewer | No Details |
Can you see Timelines | No | No | No |
Can you see Info Requests (Edit & Complete) | No | No | No |
See Collaborators | Yes - but only related to the Record you have editor rights to | No | No |
Can you Add/Delete Collaborators | Yes - but only related to the Record you have editor rights to | No | No |
Can you see Record Contents (files) | Yes - but only related to the Record you have editor rights to | Yes - but only related to the Record you have editor rights to | Yes - but only related to the Record you have editor rights to |
Can you create a Record | No | No | No |
Can you update a Record | Yes - but only related to the Record you have editor rights to | No | No |
Can you delete a Record | Yes - but only related to the Record you have editor rights to | No | No |
Can you upload a file to a Record | Yes - but only related to the Record you have editor rights to | No | No |
Can you download and print a file from Record | Yes - but only related to the Record you have editor rights to | Yes - but only related to the Record you have editor rights to | No |
Do you receive notifications for all changes | No | No | No |
Can you be assigned Info Requests | No | No | No |