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Users' management and rights

Define the rights of your team to better protect your data and make each member efficient!

Charles Gombert avatar
Written by Charles Gombert
Updated over a week ago

What roles can my users have?

Because we know that you work with a variety of people, recruit on a short-term basis, and your data is valuable, we've created a number of profiles for you.

  1. The Super-Admin 🐯

They can do anything.

They manage the team on the company's collaborative space. They manage the subscription plans.

     2. The Administrator 🐶

Just like the Super-Admin, they can manage administrators/users/collaborators by changing their roles and/or deleting them from the workspace (with the exception of the Super-Admin, who owns the corporate account).

🎀 Particularly suitable for Associates, Full Time Resources.

     3. The User 🐭

Conversely, the User cannot do everything.

For example, it is impossible for them to ⛔️:

  • Export Projects, Clients, Suppliers, Products.

  • Manage the Mailbox settings.

  • Delete Projects, Customers, Suppliers, Products.

  • Modify General Properties + Budget (Settings tab).

  • Modify Categories.

  • Modify Custom Fields.

  • Modify company information (address, IBAN, VAT, etc.).

  • Manage team roles.

  • Activate payment link

🎀 Suitable for work-study students, trainees or part-time employees.

    4. The Collaborator 🐵

The Collaborator has the same rights and prohibitions as the User. His status is meant to be minimal in order to intervene only on his files and to benefit from the team's templates and automations.

It is therefore also impossible for them to ⛔️:

  • Modify Categories and Destinations.

  • Modify Property Settings.

  • Assign Projects and Clients and Suppliers.

  • See the Projects of others.

  • View Clients/Suppliers of others.

🎀 Especially suitable for business contributors, or collaborators on defined folders.

How do I manage the statuses of my users? 

Simply go to your Settings and click on the Team tab, and then click on "Add a user" to edit.

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