Simply Stakeholders

There are four default roles in Simply Stakeholders:

Administrator - Complete access, including the admin menu. Access to this role should be limited to key staff members who will be responsible for the initial configuration and on-going site maintenance. This role can add and remove users;

create user roles to restrict some users; and add projects/projects groups.

Project User - Read/write/delete access, should be assigned to general users; includes limited access to the Admin Menu. This role can import records; create records; create and send Group Mail; create filters/save filters; create and assign Tasks; create reports.

User without delete – Limited access to read and edit data only. The User can add data but cannot delete content.

Read-only - Very limited access, intended to be used by third party staff who may need to be linked to records or assigned follow-up tasks

- Administrator - Complete access, including the admin menu. Access to this role should be limited to key staff members who will be responsible for the initial configuration and on-going site maintenance. This role can add and remove users;
 create user roles to restrict some users; and add projects/projects groups.
- Project User - Read/write/delete access, should be assigned to general users; includes limited access to the Admin Menu. This role can import records; create records; create and send Group Mail; create filters/save filters; create and assign Tasks; create reports.
- User without delete – Limited access to read and edit data only. The User can add data but cannot delete content.
- Read-only - Very limited access, intended to be used by third party staff who may need to be linked to records or assigned follow-up tasks

Administrators have the ability to create custom roles for each or all of the projects. For example, a role can be created for a User who requires Administrator access in one project, and Read-only access in another project. Please note that <a href="https://intercom.help/simply-stakeholders/en/articles/9435936-confidentiality" rel="nofollow noopener noreferrer" target="_blank">Confidentiality levels</a> must be created in a separate setting before it can be assigned to a role.

Click on Roles, located in the Users &amp; Roles column

Click on the + icon to add a new role.

Name the role, and tick the relevant access levels for each project/s and save.

1. Navigate to the Admin menu
2. Click on Roles, located in the Users &amp; Roles column
3. Click on the + icon to add a new role. 
4. Name the role, and tick the relevant access levels for each project/s and save.

Project specific Administrator Roles can be created in multi-project accounts. This will give the assigned User access to all the Administrator functions in the assigned project. If a User is given a Project Specific Administrator Role, the default roles will be automatically deactivated. To create a Project Specific Administrator Role;

Click on the + icon and Add a new role

Input the Role Name and assign Admin access to the specific Project

Navigate to Users, assign the role to the relevant User

1. Navigate to the Admin menu
2. Click on Roles, located in the Users &amp; Roles column
3. Click on the + icon and Add a new role
4. Input the Role Name and assign Admin access to the specific Project
5. Click Save
6. Navigate to Users, assign the role to the relevant User

Custom Roles

Project Specific Administrator Role