Billing Contact: Permissions & Access¶
The Billing Contact roles is intended only to be assigned to a user who already has another role on your portal, but it is possible to use it as a standalone role (although we do not recommend this).
Icon Key
Full Access - Can create, read, update and delete. Access to all functionality in this part of Our Cat Herder.
Partial Access - Has partial access to create, read, update and delete. See further details below for specifics.
Read/View Only - Can only read/view. Has no ability to create, update and delete.
No Access - Cannot Access this area of Our Cat Herder at all.
| Area | Access |
|---|---|
| Start Page | Full Access |
| Members | Read/View Only |
| Discussions | Partial Access |
| Meetings | Partial Access |
| Actions | Partial Access |
| Decision Maker | Read/View Only |
| Documents | Partial Access |
| Links | Full Access |
| Settings | No Access |
| Billing | Full Access |
| Activity Log | No Access |
Further Details¶
Members¶
| Activity | Permissions |
|---|---|
| Add Member | |
| Export Contact List | |
| Add Non-Member | |
| Delete Members | |
| Add/Remove Roles | |
| Set Member Term | |
| Update Member Email | |
| Update Member Name | |
| View Members | |
| View Non-Members | |
| View Members Details | |
| View Non-Members Details | |
| Resend Member Invite | |
| Enforce Two Factor Authentication for all members |
Discussions¶
| Activity | Permissions |
|---|---|
| Create Discussion Group | |
| See Private Group | If Invited |
| See Public Group | |
| Join Private Group | If Invited |
| Join Public Group | |
| Edit Public Group Details | If group owner |
| Edit Private Group Details | If group owner |
| Delete Group | If group owner |
| Delete Discussion Thread | |
| Create Discussion Thread | |
| Edit Discussion Reply | Own, not other members |
| Post Reply in Thread | |
| Delete Thread Reply | Own, not other members |
| Edit Thread Notification Settings | Own, not other members |
Meetings¶
| Activity | Permissions |
|---|---|
| View Mode | If Invited/Created |
| Create Meeting | |
| Edit Meeting Types | |
| Delete Meetings | If Created |
| Edit Meeting Details | If Created or set as meeting chairperson |
Please note that meetings are configurable on a meeting to meeting basis to allow members without specific roles access to features their role would not ordinarily have access to.
If a member created a meeting OR are set as the meeting chairperson they have full control of this meeting only.
Actions¶
| Activity | Permissions |
|---|---|
| View Actions | Assigned Actions Only |
| Assign Actions | |
| Resend Notifications | |
| Update Actions | Assigned Actions Only |
Decision Maker¶
| Activity | Permissions |
|---|---|
| Search Decisions | Only ones invited too |
| Create Proposal | |
| Add members to proposal | |
| View Proposals | When invited to vote |
| Vote on Proposals | When invited to vote |
Documents¶
| Activity | Permissions |
|---|---|
| View Mode | Folders invited to |
| Upload Files | In folders invited to |
| Create New Folders | In folders invited to |
| Cut & Paste Files | |
| Cut & Paste Folders | |
| Re-Order Files | |
| Re-Order Folders | |
| Change Folder Access | |
| Replace/Update Files | |
| Delete Files | |
| Delete Folders |
Links¶
| Activity | Permissions |
|---|---|
| Add Link | Full access |
| Edit Link | Full access |
| Delete Link | Full access |
| Search Links | Full access |
Settings¶
No Access.
Billing¶
Full access
Activity Log¶
No Access.
Billing Contact Role Video¶
Coming Soon
Updated: 25 June 2020