System Roles

System roles are the permissions assigned to accounts. Your role determines what you can view, modify, and manage, as well as defines your access to certain pages and elements in the solution. Access also depends on your organization memberships, organization roles, and file and folder access.

You can see your assigned system role on the Basic Information tab of your account profile. Your Client Admin determines your role when they create or update your account.

System role types and descriptions
Role	Description
Contact	Can receive emails sent from the solution. However, Contacts don't have credentials to log in.
Regular User	Can: Access the homepage and the Notifications and Organizations pages View files to which they have access. For more information, see File and Folder Access. Request organization membership
Client Admin	Can do everything a Regular User can do, plus: Access the Accounts, Groups, and Organizations pages Access the History pages for groups and organizations Create accounts for organizations they manage Run background checks on Regular Users Create, edit, and delete notifications Create, edit, and delete organizations