Which functionality and data a user can access in AchieveIt is controlled by three types of rights:
- The User Type assigned to the user
- The plan role or plan item role the user is assigned for each plan
- The additional User Manager permission
Each user must be assigned a user type in order to access a customer's AchieveIt organization account. The user type controls what features and functions are available to the user. AchieveIt has three standard user types:
Note that the plan data a full access user can see is still limited to only the specific plans on which that user has been assigned a plan role or plan item role.
Plan and Plan Item Roles
Within each plan, a user can be assigned to one or more roles for the plan and individual plan items within the plan.
|Plan Item Permissions
Additional notes on plan and plan item roles:
- If a user is assigned to any role on any item in a plan, that user will be able to see the entire plan. The user will only be able to make changes to each plan item, however, based on the role the user has on that plan item.
User Manager Permission
There is a special User Manager permissions that can be assigned to an individual user that gives that user rights to manage users, teams, and configuration options for the entire organization account. A user who has the User Manager permission will have access to the "Admin" menu. Because this permission gives the user privileges to change organization-wide settings, User Manager rights should only be assigned to a limited number of fully-trained users.