This article provides guidance on how to manage access roles at the account level.
Sitedrive has six different schedule specific roles and an account admin role. As an account admin, you have the ability to manage all functions of the company account, from projects to user management.
To modify account settings, click on the gear icon in the top bar and choose Account settings.
From the menu on the left, you can adjust the following company account settings: Sites and projects, users, tags, work section classifications, API usage and templates. By clicking on the Users button, you can view all users associated with the company account.
From the Account users, you can see all users who have been added to the company account. This includes not only permanent team members but also project-specific users with admin or viewing permissions.
In the user settings, you can view the user's current access rights, revoke their access if necessary, or designate them as an account administrator.
In Sitedrive, there are the following user access groups:
- Account Admin: Can modify the company account, manage users, and oversee projects.
- Project specific access roles:
- Report Users can report the status and blockers of their work packages (part of team or an assignee)
- Accept Users can mark their quality tasks complete and work packages accepted (part of team or an assignee)
- Refine (ltd) Users can edit their work packages and sub packages (owner) limited data visibility
- Schedule Users can edit anything in a schedule including users
- Site Users can edit anything in a site (all schedules)
If you'd like to dive deeper into the specifics of access rights related to schedules, we invite you to check out this article for all the details!
It is important to understand that the responsibility for adding or removing users from projects lies with the users themselves. Should you require assistance in modifying access rights and find yourself unable to do so, we recommend reaching out to your company's account administrator for support.