Organization Roles

Organization roles are the permissions that define your access to organization information, including members, groups, and files, and how you interact with that information. When accepted into an organization, you are assigned a role regardless of your system role. For example, a Local Admin may be limited to a RecipientBase User role and a Regular UserVolunteer 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 profile, 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

Base User

  • Receive notifications

  • View public and organization-specific announcements

  • View basic information about most organizations

  • Request organization membership

  • Discontinue organization membership

  • Edit or update your profile information

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

  • See reports

Organization Roles and User Roles

Organization roles are mapped to the user roles created for domains and facilities. This mapping depends on the type of organization: domain organization, facility organization, or other organization. For example, if you are given the Administrator organization role in a facility organization, then you also gain the Facility Administrator user role for the corresponding facility. If an account does not have any organization roles with a corresponding user role, it cannot log in.

The following table shows each available organization role, their permissions, and the user roles they map to.

Organization roles and permissions

Organization Role Permissions Corresponding User Role

Administrator

  • View and notify members of the organization

  • See an organization's members and details, but cannot visit account profiles or see any additional contact info except emails.

  • Manage account profiles for members of the organization

  • Manage all other organization details

  • Create folders, manage files, and manage access to files and folders shared with the organization

  • Domain Administrator for domain organizations

  • Facility Administrator for facility organizations

  • None for other organizations

Staff Member

  • View members of the organization

  • Create notification templates

  • See the documents and folders shared with the organization

  • Facility Staff for facility organizations

  • None for domain and other organizations

Staff Member Limited

  • View members of the organization

  • See the documents and folders shared with the organization

  • Facility Staff for facility organizations

  • None for domain and other organizations

Recipient

  • See the documents and folders that are shared with the organization

  • External Contact for facility organizations

  • None for domain and other organizations

Alerts Administrator
  • View and notify members of the organization

  • Manage account profiles for members of the organization

  • Manage all other organization details

  • Create folders, manage files, and manage access to files and folders shared with the organization

  • Facility Staff for facility organizations

  • None for domain and other organizations

  • The account must have a role in a domain or facility organization to log in and take advantage of this role

Alerts Staff Member
  • View and notify members of the organization

  • See the documents and folder shared with the organization

  • Facility Staff for facility organizations

  • None for domain and other organizations

  • The account must have a role in a domain or facility organization to log in and take advantage of this role.