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Understanding user permissions

Site Sheperd accounts have 4 levels of user permissions: 

  • Tenant Admin
  • User
  • Read-Only User
  • Collaborators

While all have access to basic interface features, there are a few considerations to make when selecting or setting up an account type.

What is the difference between a Tenant Admin and a User?

A Tenant Admin has a few privileges that a User does not have. Those include:

  1. Ability to manage company settings
  2. Ability to manage users
  3. Ability to manage integrations

What is a Collaborator?

Collaborators are special users on your account that can view projects, add comments, and change criteria weighting. However, they cannot change data or scoring scales and cannot create or delete projects. 

How do I change the role of a user?

The permission to change the role of a user is restricted to the Tenant Admin. While logged in as an admin:

  1. Click on the Admin link in the top right corner of the main page
  2. Choose the 'Users' tab
  3. Click on 'Edit' for the user whose role you want to change
  4. Choose the appropriate role
  5. Click on 'Update User'

Is there a limit on the number of Read-Only Users or Collaborators?

No, you can add as many read-only users or collaborators as you like. There is no limit to the number of people you invite to participate in your Site Shepherd projects.