User roles

There are four user roles, each with specific permissions that determine what a user can view and edit. Some actions depend on the products and features your company has enabled.

Organisation Admins

• Create, edit and delete projects, subfolders and diagrams
• Access the dashboard
• Create, edit, assign and close all actions visible to them in the Action Register
• Manage users
• Manage company-wide settings

Diagram Editors

Sometimes called standard users.

• Create, edit and delete projects, subfolders and diagrams they have edit access to
• View projects, subfolders and diagrams they have read-only access to
• Access the dashboard
• Create, edit, assign and close actions they own, and view other actions depending on the visibility setting

An additional setting lets Diagram Editors edit all actions they can access. This is mainly for backwards compatibility, so keep its use to a minimum.

Viewers

• Read-only access to non-restricted projects and to restricted projects they’re assigned to
• Can see only the actions assigned to them and mark them as complete or incomplete

Metadata Editors

• The same permissions as Viewers, plus the ability to edit existing metadata on an element