Click a link to quickly jump down to that level of permissions:
- Organization-level permissions (Admin, Member)
- Collection-level permissions (Viewer, Highlighter, Collaborator, Manager)
- Catalog-level permissions (Sensemaker)
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To add a new user, or update an existing user's permissions, click Settings in left-side navigation bar.
Click Add to add a new teammate. Enter their name and email address. First, you'll be able to edit their organization-level access (between Member or Admin).
Organization-level Permissions:
| Member | Admin | |
| View your private portal | ✔️ | ✔️ |
| Upload conversations to all collections | ✔️ | |
| View and publish draft conversations | ✔️ | |
| Access your protected collections, conversations, and highlights | ✔️ | |
| Create or delete collections | ✔️ | |
| Create or delete catalogs (Insights) | ✔️ | |
| Add or delete new teammates | ✔️ | |
| Edit privacy settings | ✔️ |
From there, you can give each team member access to specific collections, catalogs, and communities. You can also toggle Upload Conversations to allow them to upload audio, as long as they're set to Viewer or above.
Collection-level Permissions:
| Viewer | Highlighter | Collaborator | Manager | |
| View conversations and highlights | ✔️ | ✔️ | ✔️ | ✔️ |
| Create new highlights | ✔️ | ✔️ | ✔️ | |
| Manage privacy level for highlights and conversations | ✔️ | ✔️ | ✔️ | |
| Edit transcripts | ✔️ | ✔️ | ✔️ | |
| Download highlight audio | ✔️ | ✔️ | ||
| Edit collection settings | ✔️ | |||
| Manage roles for other users in that collection | ✔️ |
Catalog-level Permissions:
If this teammate will also be using our Insights tool to tag highlights, make sure to toggle on Sensemaker access for the catalog they'll be using. Sensemaker access allows that teammate to take all actions in Insights, including creating and deleting codes.
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If you believe you should have a different level of access and would like to request modified permissions, please contact help@cortico.ai