Members Checklist

This is a guide to outline what each member type is able to do within the portal.

Overview of our member types:

Account Level:

  • Super Administrator
  • Group Creator
  • Member - just a member on the platform which would line up with the settings at group level and nothing more

Group Level

Accessibility based on member types, please note that some of these features may not be available for all pricing packages.

  Group Level Account Level
  Basic Member Standard Member Group Admin Group Creator? Super Admin
Access Account Settings x x x x
Set up Account Branding x x x x
Add member to the account x x x x
Delete member to the account x x x x
Login as another member x x x x
Create an announcement in the account x x x x
Edit main members dashboard x x x x
Create label for groups x x x x
Reorder Groups x x x x
Send a reachout x x x x
Assign member rights to anyone x x x x
Use the Search Tool x (√ if part of multiple groups) x (√ if part of multiple groups) x (√ if part of multiple groups) x (√ if part of multiple groups)
Create a group x x x
Create a Subgroup x x x
View the Dashboard Task Summary x x x √ (of groups you're part of) √ (of all groups)
Access Group Settings x x
Set up Group Branding x x
Edit the tabs x x
Edit Group Home Widgets x x
Assign member rights within a group x x
Add member to a group x x
Delete member from the group x x
Create an announcement in a group x x
Create content- e.g. create a note, task, event or discussion x
Upload Files x
Edit Notes x
Edit Tasks x (√ if Assigned)
Edit Files x
Collaborate will all content x
Import Tasks x
Upload an email x
Set permissions to content x
Reply to a discussion x (√ if Assigned)
Send a chat message x
Access Trash (restore/ permenantly delete) x
View Documents
View Group members
Use the guest share functionality
Download Documents
Comment on content (except discussions)
Add annotations on a file
Export Tasks