TABLE OF CONTENTS

I. Overview of Roles

II. Overview of People / Account Roles

III. Overview of Group Roles

IV. Overview of Meeting Roles


I. Overview of Roles

Roles are the most important designation within Boardable's platform. They provide structure and accountability as each board, or committee member, works within their assigned roles to achieve goals. In the Boardable platform, the hierarchy of roles is as follows:

  • Account Role: the role a user is assigned when added to Boardable

  • Group Role: the role a user is assigned when added to a group

  • Meeting Role: the role a user is assigned when added to a meeting or when creating a meeting

The Account Role assigned to a user determines their automatic permissions of accessibility across Boardable, such as their role in groups and meetings. The Administrator role is automatically all powerful across the platform. Members and Observers can be elevated within groups and meetings to a higher role.

The drawing below gives a visual of the hierarchy, automatic assignments (solid arrow), and optional assignments (dotted arrow).

II. Overview of People / Account Roles

An Account Role is assigned to a person when they are added to Boardable. User permissions are determined by the Account Role. There are three main roles visible in the People Directory:

  1. Administrator:

    1. also known as the Organization Admin

    2. the only role that can add and update users

    3. symbolized by a green dot (with an 'A") in the right corner of the user's photo

  2. Member:

    1. this role's permissions are limited by their assigned group

    2. no symbol noted on the user's photo

  3. Observer:

    1. this role only has view permissions when invited by a Member or Administrator

    2. symbolized by a grey dot (with an 'O') in the right corner of the user's photo

Note: please refer to Related Articles for more detailed information regarding permissions.

III. Overview of Group Roles

Groups represent the different committees, boards, or teams within the organization. When a user is added to the Boardable account, they can also be assigned to groups. One user can be assigned to multiple groups. Group assignments help facilitate invitations (to meetings, polls, etc.). Exclusion from groups helps limit accessibility (to meetings, polls, documents, etc.). Groups, when named properly, are a great tool to quickly communicate with the appropriate people regarding a specific topic.

Only Organization Admins can create or delete a group.

The Group Role is initially assigned based on the user's Account Role. User permissions within the group are determined by the user's Group Role. There are three Group Roles:

  1. Group Owner:

    1. Assigned by an Organization Admin when the group is created

    2. A Boardable user with an Account Role of Administrator or Member can be assigned to a group as the Group Owner

  2. Group Admin:

    1. A user is automatically a Group Admin if their Account Role is Administrator; they cannot be downgraded to a Group Member

    2. Users with Account Role of Member or Observer can be elevated to Group Admins

  3. Group Member:

    1. A user is automatically a Group Member if their Account Role is Member or Observer

    2. A user can be elevated to Group Admin by a Group Owner or Group Admin within that group

Note: please refer to Related Articles for more detailed information regarding permissions.

IV. Overview of Meeting Roles

Meetings are an integral part of any Board. The creation of a meeting is based on the user's Account Role. The meeting role is initially assigned based on the user's Account Role or Group Role and is assigned once the meeting is created. The meeting roles explained here are the role this user plays within a specific meeting. There are five meeting roles:

  1. Meeting Owner

    1. The Meeting Owner is the person who created the meeting

      1. Meetings can be created by users having a specific Account Role (Administrator / Member) or Group Role (Group Owner / Group Admin) associated with the meeting

  2. Meeting Collaborator (aka Meeting Admin)

    1. A user is automatically a Collaborator if their Account Role is Administrator or they are a Group Owner or Group Admin of the group associated with the meeting

    2. Other Collaborators are assigned by the Meeting Owner, Organization Admins, Group Owner, or Group Admins

  3. Meeting Member

    1. A user is automatically a Meeting Member if their Account Role is Member or they are simply a member of the group associated with the meeting

  4. Meeting Observer

    1. A user is automatically a Meeting Observer if their Account Role is Observer and they are not a Group Owner or Group Admin of the group associated with the meeting

  5. Meeting Guest

    1. A guest is someone who has been invited to the meeting, but they are not a user within Boardable

Note: please refer to Related Articles for more detailed information regarding permissions.


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