User Roles

Makerble provides role-based access which means that you can control which users have access to different areas of the platform and the information within those areas.

Overview

There are several User Roles on Makerble:

Organisation and Project level Roles

3 generic role levels

Different types of Role on Makerble

What the role is called at the Charity-level (Organisation)

What the role is called at the Project-level

Different types of Role on Makerble

What the role is called at the Charity-level (Organisation)

What the role is called at the Project-level

Editor

Organisation Admin

(back-end title: Charity Editor)

Project Manager

(back-end title: Project Editor)

Reporter

Project Creator

(back-end title: Charity Reporter)

Project Reporter

(back-end title: Project Reporter)

Observer

Organisation Member

(back-end title: Charity Observer)

Project Observer

(back-end title: Project Observer)

How to assign roles

User Roles can be assigned from two places:

  • Manage Colleagues page: allows Organisation Admins to add/remove roles for each user at a Project-level and/or at the Organisation-level. The exception here is that if ‘Redacted Access' is turned 'on’, then only a Project Manager can add an existing or new users to a project from Edit Project page.

  • Edit Project page: allows Project Managers and Organisation Admins to add/remove roles for users for that specific project

Compare the roles

Organisation Admins have the highest role within an organisation. There is no limit on the number of users to whom you can assign the Organisation Admin role.

 

Create projects

Create contacts

Manage charity-level Preferences

Manage users' charity-level roles

Manage users' project-level roles

 

Create projects

Create contacts

Manage charity-level Preferences

Manage users' charity-level roles

Manage users' project-level roles

Organisation Admins

(Charity Editors)

yes

Depends on settings in Charity Preferences

yes

yes

yes

Project Creators

(Charity Reporters)

yes

Depends on settings in Charity Preferences

no

no

no

Organisation Members

(Charity Observers)

no

Depends on settings in Charity Preferences

no

no

no

Project Managers

(Project Editors)

no

Depends on settings in Charity Preferences

no

no

yes

Project reporters

no

Depends on settings in Charity Preferences

no

no

no

Project Observers

no

Depends on settings in Charity Preferences

no

no

no