User roles and permissions

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)
• Community-level permissions (Member, Host, Admin)
• Forum-level permissions (Member, Manager)

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When you add a new team member on our platform, they'll be set as a Member by default.

Members are able to view private portals, but if you want your new teammate to be able to access full conversations, create highlights, or more, you'll want to start customizing their permissions.

To add a new user, or update an existing user's permissions, go to your Admin page and click Manage Team.

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:

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:

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.

 Mobile / Community-level Permissions:

While Forum-level permissions (Member or Manager) are handled in the mobile app itself, you can assign Community-level permissions when adding someone for the first time.

📱 Forum-level permissions

If you're the manager of a forum on Cortico's mobile app, you can assign the following permissions to users:

If you believe you should have a different level of access and would like to request modified permissions, please contact help@cortico.ai