We will show you how to assign and manage the different roles of members.
Before you begin
What are roles?
Roles are defined settings within Capptions Direct that allow members different visibility and access within the organization they are part of. By assigning a role to a member you can negate the possibility of members making unwanted changes, such as creating or editing templates or purchasing.
- You can assign and manage roles only via the web portal.
- If a user is a part of multiple organizations, their role type will be custom to each organization that they are part of.
- You can assign role to a user when you send an invitation to add them as a member or after they have joined your organization.
- If there is no role assigned to them, they will automatically be assigned as a member.
- There can only be one owner per organization and multiple admin and member roles.
Assign role to a member
Step 1: log in to the Capptions Direct portal
Proceed to log in to the Capptions Direct portal through the link. Enter your login details or use the single sign-on options provided.
Step 2: Select your organization
Click on the drop-down arrow to expand the view of your organization and select the organization with members you would like to assign the role to.
Step 3: Click Settings
Step 4: Click Members
Step 5: Assign role
5.1 Change the role of existing members
Click on the single select tab next to each user name and select the role. A pop-up will appear asking for you to confirm the change of role. Click Confirm to accept and apply changes. Repeat this with every user you see fit.
5.2 Determine the role when inviting a new user
By entering each user's email address, you can also define what role they will occupy on the portal. If using the bulk invite option, you can invite multiple members and assign the same role to each of them.
|Has complete control over the organization. This includes the ability to add and remove members, manage roles, create and edit templates, delete templates, view all inspections and user activity, perform tasks, make purchases, and manage billing.
|Has partial control over the organization. Selecting this permission automatically sets the same permissions that the owner has, except for the ability to make purchases and manage billing.
|Provides the ability only to perform tasks assigned to them through the mobile app and web portal.
And that's how easy it is!
We hope this article is helpful in showing you how to assign and manage member role responsibility. If you have any questions or concerns, please do not hesitate to contact our customer support team on firstname.lastname@example.org
Thank you for choosing Capptions Direct as your EHS management software. We look forward to helping you make your workplace safer and more efficient!