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This page outlines all the available member roles, and how and when they should be applied.
All users, unless they have a management role, must complete the training series before screening and submitting patient forms.

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1. Account Holder

The first person who joins your organization will become the organization owner (account holder). At its core, the account holder has admin permissions, but with full control over the organization and its members.
You cannot invite a new user as an account holder. If you need to transfer ownership to another member, follow this guide.

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2. Administrators

To receive an admin role, an account holder must give you access. Admins have elevated privileges and can:
  • Log in to the web dashboard
  • View and update the inventory
  • View and edit all organization intake forms
  • Suspend another agent’s account
and cannot:
  • Give other members an admin role
  • Delete another member’s user account
  • Edit organization details

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3. Managers

The manager is recommended for members of your organization that will not need to submit intakes, but need to access inventory and/or submissions. Specifically, they can:
  • View and update the inventory
  • View all organization intake forms
  • View all organization members
and cannot:
  • Invite other members
  • Submit intake forms
  • Edit or delete another member’s user account

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4. Agents

When a member joins an organization, they will be given an “agent” role by default.
It is recommended to keep all members of your organization as an agent except in cases where admin access is required, such as when:
  • The member needs to view all submitted intakes
  • The member needs to monitor the inventory
Agents are able to:
  • Edit their own account (email, name, profile image)
  • Submit intake forms
and cannot:
  • View or edit other members of the organization
  • View submissions they have not submitted themselves
  • Log in to the web dashboard