Roles/Users Explained

Created by Emilie Macke, Modified on Mon, 13 Nov 2023 at 11:43 PM by Emilie Macke

ServiceReef has three distinct types of users in our system. Let's unpack them!

1. Organization Admin-This is a user that has been added to your team by an approved administrator. They are then given ability to manage the following areas of an organization-see below.

An Organization Admin is someone who may create trips, manage the organizational level elements such as templates, forms, tasks, etc., manage finances and donations, groups, tracks, and pipelines.

2. Team Admin-This is a user who is leading or managing a specific Opportunity. This person can be an Organization Admin also but does not have to be one. An Organization Admin would need to assign a user to the role of a Team Admin within a specific Opportunity.
In order to add a Team Admin, you will click "Add Admin". 

You will enter their name at the top and select what permissions that Team Admin will have. 

3. Participants-These are the folks that are participating in the Opportunity (and yes, some may be an Organization Admin or a Team Admin). 

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