Which role is most suitable for me and my team?

Modified on Thu, 15 Sep 2022 at 04:29 PM


There are two groups of users: Contributors and Professionals, with Professionals comprising of a few different role types.


Contributor (Formerly Solver)


The Contributor role is the ground-level user type which allows access to Strategy and Ideas. They're able to post ideas and view and comment on ideas posted by other users. They can view the organisation's strategy page, goals and subgoals.


Contributors can also be "external" to your organisation - e.g. a supplier or customer.


Professional


Professionals are able to do everything a Contributor can do, plus access Tests in order to validate ideas and then graduate (progress) them through the platform.


Read on for more information about different types of Professional user...




Professional types


Platform Owner

This user has ultimate control and can change platform-wide settings (such as how many stages a project has by default), invite new users, add/remove user seats and delete users. (Being the Platform Owner is classed as a Professional user, but doesn't use an additional seat). 


By default, your Platform Owner is also your Privacy Manager. See Privacy Manager further down on how to change this.


The ability to reassign your Platform Owner is coming soon, but you can contact Support and we'll be happy to do it for you.



All Professional users are treated the same as far as your user seats go. For example, if you add 25 Professionals to your package, you can distribute these seats however you wish among the roles below.



Innovation

This is the most common professional role your users are likely to have. Your Innovation Professionals can manage multiple ideas & clusters, tests, options & projects, and own "entities" within them, for example, project risks. They have access to most areas of the platform, with the exception of Settings. 


Professional Innovation users can review and graduate ideas.


Executive

Professional Executive users can view most areas of the platform, with the exception of Settings, but in read-only mode. This is ideal if you need to invite in senior colleagues for visibility only.


Limited

A Limited Professional has access to Strategy, Ideas, Tests, Options and Projects that you (or other Professional users) have granted them access to.


Other user terminology


The following are terms are not necessarily roles, but attributes that give your users additional access.


External

A user with this attribute can be a third-party or supplier that you invite in order to manage specific ideas, tests, options, and projects, and be assigned tasks or things from your project registers like risks or opportunities, for example.


Privacy Manager

This user will receive any deletion requests from your platform users.


To reassign your Privacy Manager, login as the Platform Owner or existing Privacy Manager, head to the profile for user you'd like to reassign to, click Permissions > Additional roles, select Privacy Manager and click Save.


Innovation Manager

This title is available on Ideas & Clusters, Tests, and Options. The user assigned to be Innovation Manager is likely to be in charge of leading idea reviews, appointing a testing team, and making the final decision on graduation and archiving.


Project Manager

Like Innovation Manager, this is a title rather than a role. It's available only on Projects.


Once an idea has graduated to a project, it might be suitable to assign a Project Manager (with the Innovation Manager retaining ownership, if you wish). Project Managers can create and edit anything they are assigned to, and anything within those such as Risks & Issues.


Owner & Creator / Author

Owner is used for accountability, so that other users know who is responsible for the item they're assigned to. It can be updated by any user with permissions or the user currently assigned as Owner, should it need to be reassigned in the event of a holiday, for example.


Author shows who created an item, and cannot be updated.






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