User, Team and Role Guidelines

• Administration

• The ability to manage users, teams, and roles is subject to the restrictions of the Permissions Hierarchy.

• Users

• Users can be members of multiple Teams
• Users can hold multiple Roles across the organization

• Roles

• Each Role is available for assignment in all Teams
• Roles define the types of data users can access and share with other team members
• Default Roles are available in the platform

• Additional roles can be created and the default roles can be modified as needed

• Teams

• Each user must be assigned to a Primary Team.