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Admin Role: Permissions & Access
The Admin role is the most powerful role on your Our Cat Herder portal.
A member with the Admin role can access and control everything on your portal.
While you can assign the Admin role to as many of your portal members as you wish we recommend assigning it to as few members as possible (recommended number of Admin's on any portal is two).
We also recommend you immediately enable multi factor authentication on any member account that is assigned the Admin role. Discover how to activate multi factor authentication here.
If you are the originator of your portal you will be assigned the Admin Role by default on trial sign up. You can assign it to another portal member if you need to.
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Admin Role Overview
What does the Admin role have access to?
In short, everything in your portal. There are some exceptions to this - they are highlighed in the tables below with an orange star icon .
| Area | Access |
|---|---|
| Dashboard | Full Access |
| Members | Full Access |
| Discussions | Full Access |
| Meetings | Full Access |
| Actions | Full Access |
| Decisions | Full Access |
| Documents | Full Access |
| Links | Full Access |
| Settings | Full Access |
| Billing | Full Access |
| Activity Log | Full Access |
Further Details
Read below for more specific information on what members assigned the Admin role can do in your portal.
Members
| Activity | Permissions |
|---|---|
| Add Member | |
| Export Contact List | |
| Add Non-Member | |
| Delete Members | |
| Add/Remove Roles | |
| Set Member Term | |
| Update Member Email | See below |
| Update Member Name | See below |
| View Members | |
| View Non-Members | |
| View Members Details | |
| View Non-Members Details | |
| Resend Member Invite | |
| Enforce Two Factor Authentication for all members |
Updating Member Details
Administrators are able to update a members name and email up until the member activates their account. Once the member activates their account (a green dot appears next to the members name) the Administrator can no longer update the name or email, the member must do it.
Discussions
| Activity | Permissions |
|---|---|
| Create Discussion Group | |
| See Private Group | |
| See Public Group | |
| Join Private Group | |
| Join Public Group | |
| Edit Public Group Details | |
| Edit Private Group Details | |
| Delete Group | If group owner |
| Delete Discussion Thread | |
| Create Discussion Thread | |
| Edit Discussion Reply | |
| Post Reply in Thread | |
| Delete Thread Reply | |
| Edit Thread Notification Settings | Own, not other members |
Meetings
| Activity | Permissions |
|---|---|
| View Mode | All Meetings |
| Create Meeting | |
| Edit Meeting Types | |
| Delete Meetings | All Meetings |
| Edit Meeting Details | All Meetings |
Actions
| Activity | Permissions |
|---|---|
| View Actions | All Actions |
| Assign Actions | |
| Resend Notifications | |
| Update Actions |
Decisions
| Activity | Permissions |
|---|---|
| Search Decisions | All |
| Create Proposal | |
| Add members to proposal | All |
| View Proposals | All |
| Vote on Proposals | When invited to vote |
Documents
| Activity | Permissions |
|---|---|
| View Mode | Full access (to all files and folders) |
| Upload Files | Full access |
| Create New Folders | Full access |
| Cut & Paste Files | Full access |
| Cut & Paste Folders | Full access |
| Re-Order Files | Full access |
| Re-Order Folders | Full access |
| Change Folder Access | Full access |
| Replace Files | Full access |
| Delete Files | Full access |
| Delete Folders | Full access |
Meetings
| View Meetings | Create Meetings | Manage Meeting Types | Delete Meetings | Edit Meetings |
|---|---|---|---|---|
| Full access | Full access | Full access | Full access | Full access |
Links
| Activity | Permissions |
|---|---|
| Add Link | Full access |
| Edit Link | Full access |
| Delete Link | Full access |
| Search Links | Full access |
Settings
Only members assigned the Admin role can access portal settings. All of your members assigned the Admin role have full access to Settings functionality.
Billing
Only members assigned the Admin and Billing Contact roles can access billing.
Activity Log
Only members assigned the Admin role can access the activity log.
Reports
| Activity | Permissions |
|---|---|
| View Reports | Full access |
| Generate Reports | Full access |
Admin Role Video
Please note the below video is recorded on V1.0 of Our Cat Herder not the current V2.0. We are working to update ASAP.