Organization Roles

Organization roles Permissions that define your access to organization information, including members, groups, and files, and how you interact with that information. are the permissions that define your access to organization Official entities, such as public health authorities, healthcare agencies, and corporations. information, including members, groups Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer., and files, and how you interact with that information. When accepted into an organization, you are assigned a role regardless of your system role Permissions assigned to accounts. Your role determines what you can view, modify, and manage in the application.. For example, a Local Admin may be limited to a Recipient role and a Regular User may be granted an Administrator role.

In this way, your organization role, in conjunction with your organization membership, file and folder access, and system role, determine your solution permissions. To better understand your permissions within an organization, on the Membership tab of your account Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. profile A collection of information that identifies and defines you in the solution. Your profile differs from your account, which is how you log in., locate your organization roles.

The default organization roles are defined below. Your organization may have renamed the roles. In that case, look for the functions you can perform to identify your role.

Organization roles and permissions
Role Permissions

Recipient

Publisher

All of the above, plus:

  • Access the notification Sent, Drafts, and Templates pages

  • Create and send notifications to shared groups and individuals

  • Access the Accounts and Members pages, with a limited view of the members’ information

  • View, edit, message, and delete shared groups

Administrator

All of the above, plus:

  • Add and remove members

  • Assign and edit members' roles

  • Create, edit, and delete groups

  • Add, remove, edit, download files

  • Create announcements

  • Access the History page

  • View reports

Related Concepts

Account Statuses

System Roles

Related Tasks

Manage Multiple Accounts