Role management

role_management.md

Role management

Roles

Admin

Admin is a special "role". There's only one Admin on MakeMyStrategy. Admin has special permissions:

• Switch between every organization
• Access and edit any strategy
• Invite, kick out users from organizations, strategies

Owner

The user who subscribes to MakeMyStrategy and creates the organization becomes the organization Owner.

• Only one Owner is possible in an organization
• The Owner can edit the organization details such as name, address, etc.
• The Owner can invite and kick out users
• The Owner can't be kicked out
• The Owner can access every strategy in the organization

Organization and Strategy Editors

If you invite a user to the organization (upper "organization" header menu on the "Strategies" page), the invited user will be able access every strategy in t

organization. They're called Organization Editors and they're displayed only in the organization header, not on the individual strategies.

If you invite a user to a specific strategy, he will be called a Strategy Editor. You can invite one Strategy Editor to multiple strategies. The Strategy Editor's picture will show up next to the strategies he's invited to. Also, the Strategy Editor will be displayed in the organization user list as Organization Visitor.

Organization Editor Roles

• Access every strategy in the organization
• Remove Strategy Editors (Organization Visitors)

Strategy Editor (Organization Visitor) Roles

• Access the strategies they're specifically invited to

Example

In the following example we have four users in the organization:

Even from this, you can tell that there are at least 1 owner, 1 org editor and 2 org visitors (strategy editors). "TM" and "ÁB" are strategy editors, because they show up next to strategies.

If you click the upper user icon, you can get more info:

If you click the remove button next to anybody, he will be completely removed from the Organization (from every strategy). Let's click the button next to Tivadar Mák and check out the result:

Now he has been removed from the first strategy and from the list of organization members.

We know from this that only two members can access the first strategy:

• The Owner, because the Owner can access every strategy
• The remaining Organization Editor (Vera Aloe), because Organization Editors can access every strategy

The second strategy can also be accessed by Álmos Botlik, because even though he's just a Visitor in the organization, he has been invited to the second strategy and you can see his portrait next to the second strategy.