Solution Permissions

A combination of permissions, including your system role and organization membership, determine your access to features such as announcements, groups, and the File Library and what you can do with those features.

Client Admins have access to all features. Local Admins and Regular Users, on the other hand, are granted permissions based on their system role and organization memberships.

Permissions

Permissions based on System Role
  System Roles Organization Roles
Action Client Admin Local Admin Administrator Publisher Recipient
Profile and Accounts

View the Contact Us and homepage

Green check mark icon

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View and update own profile

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View the Accounts page

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Red x icon

View account profiles

Green check mark icon

Green check mark icon

Green check mark icon

Green check mark icon (name and email address only)

Red x icon

Create and update accounts

Green check mark icon

Green check mark icon (within their organization)

Green check mark icon (within their organization)

Red x icon

Red x icon

Export and import accounts

Green check mark icon

Green check mark icon

Green check mark icon (export only)

Red x icon

Red x icon

Change account system role

Green check mark icon

Green check mark icon (within their organization only)

Green check mark icon (within their organization only)

Red x icon

Red x icon

Manage accounts

Green check mark icon Green check mark icon (within their organization only) Green check mark icon (within their organization only)

Red x icon

Red x icon

Delete accounts

Green check mark icon

Red x icon

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Red x icon

User Directory

View the User Directory page

Green check mark icon

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Green check mark icon

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Send the user a direct notification

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Green check mark icon (to members within their organization only)

Red x icon

Red x icon

Organizations

View the Organizations page

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Green check mark icon

Green check mark icon

Green check mark icon

Green check mark icon

Manage organizations

Green check mark icon

Green check mark icon (within their organization only)

Green check mark icon (within their organization only)

Red x icon

Red x icon

Add members to organizations

Green check mark icon

Green check mark icon

Green check mark icon

Red x icon

Red x icon

Approve membership requests

Green check mark icon Green check mark icon (within their organization only) Green check mark icon (within their organization only) Red x icon Red x icon

Import and export organizations

Green check mark icon Green check mark icon (import only)

Red x icon

Red x icon

Red x icon

Delete organizations

Green check mark icon

Red x icon

Red x icon

Red x icon

Red x icon

Groups

View the Groups page

Green check mark icon

Green check mark icon

Green check mark icon

Green check mark icon

Red x icon

Create groups

Green check mark icon Green check mark icon Green check mark icon Green check mark icon Red x icon

Manage groups

Green check mark icon

Green check mark icon (only when shared with their organization)

Green check mark icon (only when shared with their organization)

Green check mark icon (only when shared with their organization)

Red x icon

Import and export groups

Green check mark icon

Red x icon

Red x icon

Red x icon

Red x icon

Notifications and Announcements

Manage notifications

Green check mark icon

Green check mark icon

Green check mark icon

Green check mark icon

Red x icon

Manage notification templates

Green check mark icon

Green check mark icon (only those shared with their organization or created by them)

Green check mark icon (only those shared with their organization or created by them)

Green check mark icon

Red x icon

Manage draft notifications

Green check mark icon

Green check mark icon (only those created by them)

Green check mark icon (only those created by them)

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Red x icon

Send notifications

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Green check mark icon

Red x icon

Manage announcements

Green check mark icon Red x icon Green check mark icon (only for their organization) Red x icon Red x icon

Delete announcements

Green check mark icon Red x icon Green check mark icon (only for their organization) Red x icon Red x icon
File Library

Manage files

The ability to manage files depends on the file access that is granted. Base users may be able to manage files, if access was granted.

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Green check mark icon

Green check mark icon

Red x icon

Red x icon

Create folders and upload files

All users who have been granted access to the file library can create folders and upload files.

Green check mark icon

Green check mark icon

Red x icon

Red x icon

Red x icon

Reports and Settings

View reports

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Green check mark icon

Red x icon

Red x icon

Red x icon

Configure settings

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Red x icon

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Manage settings

Green check mark icon Red x icon Red x icon Red x icon Red x icon

Manage configurable lists

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Red x icon

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View reports

Green check mark icon

Red x icon

Red x icon

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Red x icon