Account organisation
- All XaitProposal users have an account under their name.
- An account is associated with a single email.
- Every user belongs to one or more groups and has one or more roles, determined by the Account Manager.
Types of accounts
There are 2 types of accounts in XaitProposal:
- User accounts to which it is possible to apply roles (see below)
- Contributor accounts created from a document for collaborative task assignment (optional)
Roles
Each role grants the user specific rights, that apply to the account across all groups to which the user belongs.
- Redactor: can create, change and archive folders and documents.
- Supervisor: can view folders/documents and access statistics.
- Account manager: can manage groups, accounts and roles
- Content manager: can manage masters, merge fields, actuality and toolbox
- Knowledge Base manager: can manage the knowledge base (KB)
- Layout manager: can manage layouts. This role is only available to content managers.
Managing accounts
Click here to view the full article: How to manage accounts