In Simply Stakeholders there are 3 basic user level:
Administrator
Project user
User without delete
As Administrator has access to all areas on the platform which allows them to configure and refine the platform, as well as giving access to new users on the platform.
The below table lists what areas of the admin settings can be accessed by each user type:
Admin Settings | Sub Settings | Administrator | Project User/User without delete |
Data Management | Import Stakeholders | Y | Y |
Data Management | Import Interactions | Y | Y |
Data Management | Import Tasks | Y | Y |
Data Management | Import Property | Y | Y |
Data Management | Import Admin features | Y | Y |
Data Management | Attachments | Y | Y |
Data Management | Manage Historical Data | Y | Y |
Tracking & Data Organisation | Contact Groups | Y | N |
Tracking & Data Organisation | Communication Methods | Y | N |
Tracking & Data Organisation | Stakeholder Relationship | Y | N |
Tracking & Data Organisation | Stakeholder Mapping | Y | N |
Tracking & Data Organisation | Manage Tags | Y | N |
Tracking & Data Organisation | Merge Stakeholders | Y | N |
Tracking & Data Organisation | Custom Fields | Y | N |
Tracking & Data Organisation | Mandatory Fields | Y | N |
Tracking & Data Organisation | Geographic Mapping | Y | N |
Access & Security | User | Y | N |
Access & Security | Roles | Y | N |
Access & Security | Confidentiality | Y | N |
Access & Security | Teams | Y | N |
Access & Security | Audit | Y | N |
Access & Security | SSO | Y | Y |
Access & Security | Two-Factor Authentication | Y | Y |
Account Configuration | Address Style | Y | N |
Account Configuration | Message Template | Y | N |
Account Configuration | Email Plugins | Y | N |
Account Configuration | Group Mail | Y | N |
Account Configuration | Integrations | Y | N |
Account Configuration | BCC email | Y | N |
Account Configuration | Phone Number Country Code | Y | N |
Account Configuration | Twilio | Y | N |
Account Configuration | Auto -generate AI sentiment | Y | N |
You can then also create additional roles that follow above roles.