How to manage UpRaise roles

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UpRaise roles

Currently, there are 4 types of roles in UpRaise.

Super admin
Admin
User
Users with Company OKR permissions

Super admin

This user will have 'god-like' view to the entire data in the app. They can manage all administrative features and make any changes in the UpRaise setup. They have complete visibility of the data within the app regardless of it is shared with them or not.

Admin

This is the secondary level administrative role. Users with this role can manage all administrative features. However, in terms of data visibility, they can view/edit all the data they have created and that is explicitly shared with them. For example, admins can view company OKRs, team OKRs that are created by themselves or are explicitly shared with them. Same is the case for form templates & distributions.

User

Users with this role are non-administrative users. By default, these users would have access to non-admin features of UpRaise. They can view data that is created by themselves & that is shared explicitly with them. However, these users can be given admin/super admin like permissions from Roles & permissions tab of Company directory.

Users with Company OKR permissions

This user role is specially created for managing company OKRs. This user has similar permissions that are given to user role. Along with that, they have default permission of managing UpRaise company OKRs. these users can also be given admin/super admin like permissions from Roles & permissions tab of Company directory.

Manage UpRaise User roles

Navigate to ‘Company directory’ >> 'User' tab
Click on 'Edit' button for relevant user
Select the relevant role & 'Update'

Even if user/user with company OKRs permissions/admin has permissions to change UpRaise roles, they cannot downgrade roles of other Super admin to Admin/User/User with company OKRs permissions.
Similarly, User/User with company OKRs permissions cannot downgrade the role of Admin to User/User with company OKRs permissions.
Admin cannot make himself a Super admin if one or more Super admins already exist in the system. That can only be done by the Super admin