Updated by Morten Toft
Ideanote has multiple user ranks:
- Space Owner
- Team Owner
- External User
An explanation of the roles:
Typically, a Space Owner is the one who created the workspace, and this person has complete access to all parts of the Settings dashboard.
An Admin is someone assigned by the Space Owner to help administer the workspace.
An Admin can create missions, invite and manage people, set up global templates, evaluation criteria, etc.
However, an Admin does not have access to high-level settings found in the tabs for Billing, Workspace, and Branding.
Same as with the Admin, a Team Owner can create missions and manage people, but on a local level for an individual team rather than the entire workspace.
Team Owners can also be referred to as mini-Admins.
Guests and Members:
These can do many of the same things because their rights on your workspace depend mostly on the access you give them within the missions they are invited to.
Here are some examples of differences between the two:
If you launch a mission that is open to everyone on your workspace, this will include Members, but not Guests.
Guests will never have access to a mission unless they have been specifically invited to it, whereas Members might as is the case in the above example.
How does someone become a Guest?
- If they are invited to a specific mission via a Shareable Mission Link
- If they create a user via a widget set to create users as Guests
How does someone become a Member?
- If they are invited to a workspace with a General Invite Link
- If they are invited to a workspace with a Personal Email Invite
- If they are upgraded from Guest to Member by an admin
This final rank is highly restricted in their access and can only ever see one particular mission, and does not have access to tabs such as Insights.
This rank is typically used when engaging customers or external parties on a workspace that holds sensitive information.
How does someone become an External User?
- If they create a user via a widget set to create External Users