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      User rights

      Which user rights are linked to what roles?

      Not all features of YouProvide are accessible to all users. The most obvious distinction is between office employees and client users. But even within these groups, there are differences. Functions are assigned to users through roles. The system has the following roles:

      Office employees

      • UserManager
      • TemplateManager
      • ClientManager
      • ListManager
      • User

      Client users

      • ClientAdmin
      • ClientUser

      The specific features associated with each of these roles are outlined in the lists below.

      For office employees


      Feature User Manager Template Manager Client Manager List Manager User

      Account settings
      General settings   X      
      Subscription   X      
      Style guide
      (Professional subscription)      		   X      

      Users
      Add users X        
      Modify users X        
      Delete users X        

      Templates
      Add, modify or delete templates   X      
      Export and import templates   X      

      Clients
      Add clients     X    
      Modify client properties     X    
      Delete clients     X    
      Link employees to clients     X    
      Remove users/employees from clients     X    
      Get Clients menu and see clients from accessible projects     X   X
      See clients to which you are not linked     X    

      Projects
      Create new project         X
      Roll project foward into new project         X
      Modify project properties         X
      Create new list in project         X
      Share project for first time (from status concept to shared)       X  
      Complete project       X  
      Import project from previous version         X

      Lists
      Share list for first time (from status concept to shared)       X  
      Modify shared lists         X
      Delete shared lists       X  
      Download all or only new uploads (fro list or project)         X
      Add comments to items         X
      Set item status to accepted         X
      Set item status to returned         X
      Set item status back to shared         X
      Add new items to shared list, or import items from Excel         X
      Remove items from shared list         X
      Complete list       X  

       

      For client users


      Feature

      		 ClientAdmin ClientUser
      Assign project, list, section or item to colleague X  
      Share project or list through email X  
      Add, modify or delete users X  
      Download lists in Excel X  
      Download all uploaded files from project, list, section or item X  
      Access to uploaded files in all items X  
      Access to uploaded files in assigned items only   X
      upload files or add comments to assigned items   X