TABLE OF CONTENTS
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:
Administrator:
also known as the Organization Admin
the only role that can add and update users
symbolized by a green dot (with an 'A") in the right corner of the user's photo
Member:
this role's permissions are limited by their assigned group
no symbol noted on the user's photo
Observer:
this role only has view permissions when invited by a Member or Administrator
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:
Group Owner:
Assigned by an Organization Admin when the group is created
A Boardable user with an Account Role of Administrator or Member can be assigned to a group as the Group Owner
Group Admin:
A user is automatically a Group Admin if their Account Role is Administrator; they cannot be downgraded to a Group Member
Users with Account Role of Member or Observer can be elevated to Group Admins
Group Member:
A user is automatically a Group Member if their Account Role is Member or Observer
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:
Meeting Owner
The Meeting Owner is the person who created the meeting
Meetings can be created by users having a specific Account Role (Administrator / Member) or Group Role (Group Owner / Group Admin) associated with the meeting
Meeting Collaborator (aka Meeting Admin)
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
Other Collaborators are assigned by the Meeting Owner, Organization Admins, Group Owner, or Group Admins
Meeting Attendee
A user is automatically a Meeting Attendee if their Account Role is Member or Observer and they are invited to the meeting
Meeting Guest
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.
Related Articles
People
Account Roles and Permissions: learn about the different types of account roles and the associated permissions within Boardable
Update Account Role: learn how to update a user's role within the organization
Groups
Group Roles and Permissions: learn about the different types of Group Roles and the permissions associated with them
Update Group Owner: learn how to change the Group Owner - Organization Admins only
Update Group Roles: learn how to update roles within a group
Meetings
Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role
Update Meeting Role: learn how a Meeting Owner or Collaborator can view and update a user's Meeting Role