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Roles and Permissions

Each role gives users permissions. At a high level, the roles give the following permissions:

  • User: Manage and use your own content. Use team content.
  • Manager: Manage and use your own content. Manage and use team content.
  • Admin: Manage and use your own content. Manage and use all content.

Personal Folders

Regardless of the role, every Vision user has permissions to manage and use the content in their personal folders. Every user can do the following to Templates and Attachments within their personal folders:

  • Create new Templates and Attachments
  • View Templates and Attachments
  • Use Templates and Attachments
  • Edit Templates and Attachments
  • Delete Templates and Attachments
  • Move Templates and Attachments to other folders, including Team folders.
  • Team Folder Editing Permissions: Because Team Folders are shared (and multiple teams may rely on them once a template is moved into a team folder) items within Team Folders are not editable by Users, and cannot be returned to a personal folder.

Managers and Admins: In addition to using their own personal folders, Managers and Admins have some control over the personal folders of the people they manage.

  • View: Viewing personal folders allows Managers and Admins to ensure quality control and promote best practices.
  • Move: Moving others' personal folders and/or the folder contents allows Managers and Admins to share excellent templates and attachments. Once the folder and/or contents are moved to team folders, the Manager/Admin can use, edit, and/or delete the contents.

Team Folders

Users: Users have limited access to team folders:

  • Create new Templates and Attachments
  • View Templates and Attachments
  • Use Templates and Attachments

Managers and Admins: Managers have full access to the team folders they manage. Admins have full access to all team folders. The access includes:

  • Create new Templates and Attachments
  • View Templates and Attachments
  • Use Templates and Attachments
  • Edit Templates and Attachments
  • Delete Templates and Attachments
  • Move Templates and Attachments to other Teams' folders

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