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      Roles & Permissions within Produce8

      This guide will help you understand and assign roles and permissions within Produce8. Properly configuring these permissions is crucial to ensuring effective management of the platform.

      Table of Contents 

      1. Global User Permissions
      2. Shared Workspace User Permissions
      3. Assigning Permissions
      4. Permissions for Apps, Categories, and Subscriptions

      Global User Permissions

      Produce8 accounts have four levels of permissions: User, Report User, Admin, and Owner. Each role has different access and capabilities within the Produce8 Web App.

      Roles & Permissions of Users within the Produce8 Web App

        User Report User Admin Owner
      Add Account-level Integration     ✅ ✅
      Delete account       ✅
      View Existing Apps and Subscriptions ✅ ✅ ✅ ✅
      Invite Account User     ✅ ✅
      View All Teams     ✅ ✅
      Deactivate Other Users     ✅ ✅
      Deactivate Own User Account ✅ ✅ ✅ ✅
      View Inactive/Pending Users in Account     ✅ ✅
      Delete Pending Account     ✅ ✅
      Promote/Demote Admin     ✅ ✅
      Create, Promote & Delete Owner       ✅
      (Must be one at all time)
      View Account Metrics   ✅ ✅ ✅
      Can manage User Permissions for Categories, Apps Management, Data Sources       ✅ ✅
      View Team Data (without Team Workspace)        

       

      Shared Workspace User Permissions

      Within each Shared Workspace, team members can be assigned different levels of permissions. It’s important to assign the correct permissions to ensure efficient management of the workspace.

      Roles & Permissions within a Shared Workspace

       
        Team Member Team Lead Team Owner
      Can assign team owner?     ✅
      Can invite team member?   ✅ ✅
      Can invite team member to account?   ✅ ✅
      Can delete team owner?     ✅
      (One owner must exist at all times)
      Can promote team member to owner?     ✅
      Can demote owner to lead?     ✅
      Can promote team member to lead?   ✅ ✅
      Can view team? ✅ ✅ ✅
      Can view team data? ✅ ✅ ✅
      Can delete team?     ✅
      Can create subscriptions & team subscriptions?   ✅ ✅
      Can leave team? ✅ ✅ ✅

      Assigning Permissions

      When setting up your team in Produce8, ensure that each team member is assigned the appropriate permissions. 

      Assign a "Lead" or "Owner" for each workspace to manage and oversee the Shared Workspace. This role should be filled by someone who can validate workforce planning assumptions, assess the efficacy of tools, workflows, and collective work habits, and manage the workspace.

      By properly configuring roles and permissions within Produce8, you can maximize the platform's potential and ensure efficient and secure management of your workspaces.

      Permissions For Apps, Categories, and Subscriptions

      To enhance and streamline application management, Produce8 allows Account Owners and Admins to manage user permissions for Apps, Categories, and app subscriptions. By default, these permissions are disabled. Restricting access helps prevent several common issues:

      • Duplicate Apps: Multiple users may add the same app multiple times, resulting in confusion and clutter in the workspace.
      • Version Conflicts: Multiple versions of the same app can be created, causing inconsistency in data and user experience. 
      • Inefficient Management: Unrestricted permissions can lead to disorganized app and category management, making it harder to maintain essential tools. 

      These permissions can be changed at anytime. 

      Accessing User Permissions

      1. Log into your Produce8 Web App Account.
      2. Click your name on the top right corner to open a list of actions. 
      3. Click Company Account.
      4. Within company account, select the Security tab.

        Security Tab-1

      Managing User Permissions

      1. Scroll to User Permissions.
      2. Toggle on or off user access to create, edit, and delete the following: 
        1. App Administration: This permissions allows users to create, edit and delete apps including subscriptions.
        2. App Categories: This permission enables users to create, edit, and delete app categories and manage the assignments of apps to these categories.
        3. Direct Integrations: This permission enables controls the ability to manage direct integrations with tools such as Slack, Zoom, and calendars. 
        4. Web/Desktop Data Sources: This permission allows users to add or remove web and desktop subscriptions.