Understanding Member Permissions
At Eleplan, permissions play a crucial role in determining what actions members can perform within the system. The platform allows account and project owners to manage members and their permissions effectively. Let's delve into the details of each permission to ensure a clear understanding:
Administrator:
- Explanation: As an administrator, you have full user privileges. This includes the ability to edit member permissions. Toggling this permission affects a range of functionalities, any member can be granted an Administrator role. Toggling administrator permissions will impact all other permissions.
Billing:
- Explanation: This permission empowers a member to manage billing-related actions. They can redeem coupons, cancel subscriptions, upgrade subscription limits, upgrade plans, delete payment methods, and customize paid plans.
Full Plan:
- Explanation: Users with full plan permissions can engage in comprehensive survey activities. This includes opening full surveys, progressing through questions, and accessing upgrade plan options. The user with this permission can also access the Eleplan’s “Quick View” feature.
Knowledge Base:
- Explanation: Users with Knowledge Base permissions can access the Knowledge Base and all information regarding the Eleplan, documentation, and medication. Toggling full plan permission will impact this permission as well.
Plan Settings:
- Explanation: Users with this permission can edit Eleplan settings. This is essential for tailoring the Eleplan to specific needs or requirements. Toggling full plan permission will impact this permission as well.
Sharing:
- Explanation: This permission enables users to share the Eleplan with others. It includes the ability to see and use the “Share” button throughout the application, along with all associated sharing functionalities. Toggling full plan permission will impact this permission as well.
Assign:
- Explanation: Users with assign permissions can assign any questions within the Eleplan. Toggling full plan permission will impact this permission as well.
Documents:
- Explanation: Users with documents permission can access the documents page and utilize all associated functionalities for managing documents within Eleplan.
Members:
- Explanation: Users with members permission can access the members tab and utilize all members' functionalities, add, edit and delete members, excluding administrator permissions.
Contacts:
- Explanation: Users with contacts permission can access the contacts tab and utilize all contacts' functionalities, add, edit and delete contacts.
Medications:
- Explanation: This permission allows users to access the medications page and use all functionalities related to managing medications within Eleplan.
Understanding and managing these permissions is crucial for maintaining a well-organized and secure environment within Eleplan. Project owners, in particular, should be mindful of assigning permissions according to the specific roles and responsibilities of each member.
Account Permissions:
Administrator:
- Explanation: As an administrator, you have full user privileges. This includes the ability to edit member permissions. Toggling this permission affects a range of functionalities, any member can be granted an Administrator role. Toggling administrator permissions will impact all other permissions.
Billing:
- Explanation: This permission empowers a member to manage billing-related actions. They can redeem coupons, cancel subscriptions, upgrade subscription limits, upgrade plans, delete payment methods, and customize paid plans.
Project Permissions:
Full Plan:
- Explanation: Users with full plan permissions can engage in comprehensive survey activities. This includes opening full surveys, progressing through questions, and accessing upgrade plan options. The user with this permission can also access the Eleplan’s “Quick View” feature.
Knowledge Base:
- Explanation: Users with Knowledge Base permissions can access the Knowledge Base and all information regarding the Eleplan, documentation, and medication. Toggling full plan permission will impact this permission as well.
Plan Settings:
- Explanation: Users with this permission can edit Eleplan settings. This is essential for tailoring the Eleplan to specific needs or requirements. Toggling full plan permission will impact this permission as well.
Sharing:
- Explanation: This permission enables users to share the Eleplan with others. It includes the ability to see and use the “Share” button throughout the application, along with all associated sharing functionalities. Toggling full plan permission will impact this permission as well.
Assign:
- Explanation: Users with assign permissions can assign any questions within the Eleplan. Toggling full plan permission will impact this permission as well.
Documents:
- Explanation: Users with documents permission can access the documents page and utilize all associated functionalities for managing documents within Eleplan.
Members:
- Explanation: Users with members permission can access the members tab and utilize all members' functionalities, add, edit and delete members, excluding administrator permissions.
Contacts:
- Explanation: Users with contacts permission can access the contacts tab and utilize all contacts' functionalities, add, edit and delete contacts.
Medications:
- Explanation: This permission allows users to access the medications page and use all functionalities related to managing medications within Eleplan.
Understanding and managing these permissions is crucial for maintaining a well-organized and secure environment within Eleplan. Project owners, in particular, should be mindful of assigning permissions according to the specific roles and responsibilities of each member.
Updated on: 09/12/2024
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