Group Member Types

Each group has 3 member types:

Group Administrator (“Group Admin”)
Group admins can control the settings of the group. They can create content and assign permissions to files and folders for other members to access. They can invite people to be members of the group and assign manage member’s type for the group.

Group Content Contributor (“Can Contribute”)
These members can create content and assign permissions to files and folders for other members to access. They can invite people to be members of their group(s) and assign manage member’s type for the group.

Group Member (“Read Only”)
These members have read-only access to the group. They cannot create content. However, they can participate in the collaboration functionality of the group.

 

To illustrate this, let's tell you a little user story of the different types of members.

Budex is a consulting company that uses Clinked to work better as a team with their clients. Amanda oversees all client activities and therefore has taken in the role of Super Administrator across their Clinked account. Her colleague, Sam is a Client Manager working across various client accounts and has designated Sam as a Group Administrator for those clients.

One of his clients is Willowbend Investments where he works with both Francisco and Evelyn. Francisco will be taking a more hands-on approach across the Willowbend Investment’s team along with Sam and has asked to be able to contribute in content management across their group. Whereas the rest of the team, including Evelyn, will collaborate with Budex as Group Members.

 

Story.png

Below are details on their roles in the Group and Member capabilities:

Group Administrator - Sam
Sam has been chosen as the Group Admin for Willowbend Investments by Amanda, who is Budex’s Super Admin, as part of company practice for lead client manager to manage their client groups. As a Group Admin, Sam works with his client’s team to understand who will need access to their group and what their roles will be. He sets up the group (branding, settings, files, notes, discussions, events, etc) then sets up the appropriate members by inviting them to join the group and assigns members roles in the group’s members section. After this, he collaborates with Willowbend Investments team directly in their group and can change the Group settings or content as needed.

Group Contributor - Francisco
Francisco will be taking a more hands-on approach across the Willowbend Investments team along with Sam. As such, has asked for the rights to contribute in the content management across the group. As a Content Contributor he is able to do create, edit and delete content, including files, folders, notes, discussions, tasks and calendar content, the same as the Group Administrator. He will be the “super user” within the client team to partner with Sam on the content.

Group Member - Evelyn
Evelyn is a read-only member of the group. She will be allowed to collaborate across the platform as set up by the Group Admin in Group settings, access files and folders based on their permissions settings by Francisco, and collaborate across the team in the other tools. Their team has decided to use all the functionality of collaborating in the group, therefore, she will be able to view the members section, annotate documents, add comments to files, notes, tasks and events, and participate in chat on the web portal and mobile app.


In the above use case, all members except Evelyn will be able to control and see the permissions side of things.

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