How do I organize my users?

Overview:

Permission levels in Tability include:

• Users - Can update goals, create plans, and view reports

• Admins - Can also access workspace settings like Integrations, customizing terminology, and notification settings.

• Owners - Can also access billing settings and delete the workspace.

All invitees are set to User by default

Video transcript

Tability was made so that everyone in your organization has the opportunity to make an impact on your goals. This means that when someone is invited into Tability, they have access to everything that they need to track their progress and give updates for both their measurable goals as well as any tasks that are going into them.

That said, we also want to maintain a certain level of permissions so that workplace-wide settings can only be accessed by the right people.

The way that this breaks down is when you invite your team, you'll be inviting all of them as a user; the ones who can do everything they need to to track their goals. If we need to give them access to some broader settings, we'll first want to go Settings>Users>click on the user we'd like to update

This workplace settings menu can only be accessed by either admins or owners of your Tability instance.

If we open up our user that we would like to update their permissions, we'll see that they have three role options: User, admin, and owner:

Organizations with Premium subscriptions will also have a read-only user permission. Read-only users can only view content in Tability.

Now admin and owner have one main distinction, and that is who is able to make updates to your Tability subscription and who is able to delete the entire workspace.

Admins will have access to all of the workspace settings. And an owner will have access to those settings as well as the ability to change that subscription.So anyone that you want to have the option to change tiers or add additional user seats, you'd want to make them an owner of the workspace so that they can adjust your billing settings, and anyone you just want to be able to customize your Tability theme, to update the tags that you and your team use or the statuses that you and your team use, they would just stay as an admin.