Support Centre

Role of users

In this article you will learn :

  • What is an organisation, a group, a room
  • The different roles available
  • The functionalities available for each role

What is an organisation, a group, a room

  • An organisation is basically the customer towards Sherpany, the company that signed a contract with Sherpany. An organisation can have multiple rooms.
  • A room is a self-contained object, locally separated on the database. A room consists of meetings, documents, the library, tasks and decisions, group and user management. Data can not be shared between rooms. However, a user can be part of multiple rooms.
  • A group consists of one or more users within the same room and has a name, a color and a maximum of three initials. Comparable to a distribution list in an email application, with groups it is more efficient and safer to define a certain set of users as e.g. attendees of a meeting.

The different roles available

  • Administrator
  • User Management Admin
  • Editor
  • Editor Group Manager
  • Member
  • Assistant



MEMBEREDITOREDITOR/GMADMINASSISTANTUMA
Meeting organiser roles

XXX

Meeting lead roles
XXX


Meeting attendee roles
XX




Application administrator roles



SUPER ADMIN
X


Administrator 

A user with the role administrator has access to the entire room without the need of being part of any group. This user can see all meetings, documents, groups, users and can create, read, update and delete meetings, documents, groups and users. An admin is not seeing any annotations of other users in the room. An admin can create personal annotations on all documents he has access to using the member interfaces. 

User Management Admin (UMA)

A User Management Admin is in charge of Sherpany at admin level. They manage members and groups, but do not have any access to any meeting data.

Editor 

An editor has restricted access in the room and therefore only sees the meetings and documents in the library of the group(s), to which the editor is assigned. An editor has the possibility to create, read, modify and delete meetings and documents in the library for those groups the editor is assigned. An editor can create personal annotations on all documents he has access to using the member interface.

Editor / Group Manager (GM)

The editor/group manager can create groups and be set as group manager. They can assign members to the groups where they are set as owners. They can also remove members from the groups where they are set as owners, and edit member objects. They can create meetings for the groups they own. Additionally, they can upload documents to the library for the groups they own. An editor can create personal annotations on all documents he has access to using the member interface.

Member

A member has restricted access within a room and is therefore only seeing the meetings and documents in the library of the group(s), to which he is assigned. A member has read-only access and therefore cannot create, modify or delete meetings or meeting content. A member can create personal annotations and comments on all documents they have access to and can use the Presenter Mode when being defined as Attendee of a meeting.

Assistant  

An assistant is always attached to a member and has the same access rights as the member in this room, i.e. is entitled to the same groups, meetings and documents within a meeting. Also, an assistant is seeing the personal annotations of the member the assistant is attached to. Annotations added by the assistant are also accessible by the member the assistant is attached to.


The functionalities available for each role

Besides the different viewing permissions for different user roles, there are also different functionalities for each role.

Role →
Functionality ↓
MEMBER
EDITOR

EDITOR/GM
ADMIN
ASSISTANT
UMA
PRE-MEETING






Set-up and manage the meeting


XXX

Set-up and modify the agenda


XXX

Private annotations

XXXXX
Commenting on meeting documents & agenda items
XXX
X
X

Access to library for additional documentation

X
X
X
X
X

IN-MEETING






Join presenter mode and present

X
X
X
X


Writing minutes, recording tasks & decisions

XXX

Completing meeting assessment

X
X
X
X


POST-MEETING






Review & sign minutes
X
X
X
X


View meeting assessment insights

X
X
X
X


Track and update own tasks

X
XXX


Manage tasks and mark as accepted


X
X
X


Other functionality






Voting
X
X
X
X


Managing users


XX
X
Managing groups



XX
X


  Our support team

If you need any technical support please feel free to reach out to our friendly Customer Happiness Engineers. 

+41 (0) 44 515 89 60 support@sherpany.com

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