Members Checklist

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

Account Level:

Super Administrator
Member Manager
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	Member Manager	Super Admin
Access Account Settings	x	x	x	x	x	√
Set up Account Branding	x	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	x	√
Create an announcement in the account	x	x	x	x	x	√
Edit Main Dashboard	x	x	x	x	x	√
Create label for groups	x	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	√	x	√
Create a Subgroup	x	x	x	√	x	√
View the Dashboard Task Summary	x	x	x	√ (of groups you're part of)	√ (of groups you're part of)	√ (of all groups)
Access Group Settings	x	x	√	√	x	√
Set up Group Branding	x	x	√	√	x	√
Edit the tabs	x	x	√	√	x	√
Edit Group Home Widgets	x	x	√	√	x	√
Assign member rights within a group	x	x	√	√	From the Main Members area only	√
Add member to a group	x	x	√	√	From the Main Members area only	√
Delete member from the group	x	x	√	√	From the Main Members area only	√
Create an announcement in a group	x	x	√	√	x	√
Create content- e.g. create a note, task, event or discussion	x	√	√	√	x	√
Upload Files	x	√	√	√	Depends on group rights	√
Edit Notes	x	√	√	√	Depends on group rights	√
Edit Tasks	x (√ if Assigned)	√	√	√	Depends on group rights	√
Edit Files	x	√	√	√	Depends on group rights	√
Collaborate will all content	x	√	√	√	Depends on group rights	√
Import Tasks	x	√	√	√	Depends on group rights	√
Upload an email	x	√	√	√	Depends on group rights	√
Set permissions to content	x	√	√	√	Depends on group rights	√
Reply to a discussion	x (√ if Assigned)	√	√	√	Depends on group rights	√
Send a chat message	√	√	√	√	√	√
Access Trash (restore/ permenantly delete)	x	√	√	√	Depends on group rights	√
View Documents	√	√	√	√	Depends on group rights	√
View Group members	√	√	√	√	Depends on group rights	√
Use the guest share functionality	√	√	√	√	Depends on group rights	√
Download Documents	√	√	√	√	Depends on group rights	√
Comment on content (except discussions)	√	√	√	√	Depends on group rights	√
Add annotations on a file	√	√	√	√	Depends on group rights	√
Export Tasks	√	√	√	√	Depends on group rights	√