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User roles and rights in an organization

Each user in an organization can be assigned to different user roles and user rights. Through these roles can be regulated who can access the content and features of an organization or who is allowed to edit the settings. The assignment is done via the "Organization Settings" in the tab Members.

Basis:

User roles on organization level

Admin

An administrator manages the settings and user of an organization.

Member

A member can be added to rooms and work in these. In addition, he can use all features of the organization. Your company's; employees or team members are almost always added to Stackfield as members, so they can use all the essential features and see each other.

Guest

A guest can be added to rooms and work in these, but has no access to the features of the organization. Recommended when working with external staff or freelancers.

External

An external person sees in rooms only the manually shared elements and can comment on them. For this reason, this role is suitable for working with customers or freelancers who should support the project, but should not have access to all data. See also "Working with Externals".

Rights of user roles on organization level

Feature External Guest Member Admin
Creating new rooms x x
See existence of a room*, if not a member of it (x) (x)
Assignment of individual rights in rooms x x x
Creating new elements (Tasks, Discussions, etc.) x x x
Only sees explicitly shared elements x
Editing elements (e.g. for tasks: Status, description, etc.) x x x
Commenting on elements (including attaching files) x x x x
Using Direct Messages x x x
Starting Direct Messages x x
View room templates x x
Telephony & Screensharing x x x
My Week - Own view x x x x
My Week - Team view x x
Latest Activity / room activity (x) x x
Sees all members of the organization** x x
Adding members / guests / externals to the organization x x
Managing the users of the organization x
Editing the settings of the organization** x
Using Global Search x x
Using global views (Reports) x x
Using archive x x
Seeing room groups*** x x
Logo / Name of the organization x x x x
Personal settings x x x x

Notes: *They see those rooms in the sidebar, but only in case of the room type room type Global Room. Apart from that, rooms are only visible to participants. **External users see no tab, Members see only the Members tab and Organization Admins see all tabs for the Organization Settings. The Organization Admin, for example, can also see the email address used by the user. ***It doesn' t matter whether the user is a member of a room in the room group or not.

Changing the role of a user

In the settings of the organization a user can be added to an organization. You'll find also an overview of all members and their user roles. By clicking on the current role, you can change the role.

Change user role
The user role can be changed at any time
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