Roles & Permissions within the Organisation
This chapter defines the hierarchy of user roles within an organisational workspace on the ELEVATE Self Assessment Tool (SAT) platform, explaining the permissions and scope of action associated with each role.
1. Overview of the Role Hierarchy
When you join an Organisation, you are assigned a specific role. The platform implements four distinct role levels to secure administrative actions:
| Role | Access Level | Key Permissions |
|---|
| Participant | Respondent / Simplified dashboard | Join sessions, submit responses, access individual reports. |
| Manager | Operational Facilitator | Manage the library (teams and presets), launch sessions, access the member directory, invite users, modify settings, and remove members. |
| Owner | Space Administrator | Manager Permissions + promote other members to Owner or Manager status, and manage data exports. |
| Creator (crown icon) | Supreme Administrator | Owner Permissions + demote other owners, transfer the crown, and delete the Organisation. |
2. Detailed Description of Roles
Participant
The participants are the respondents to the self-assessment questionnaires:
- Access Scope: They have a simplified and streamlined dashboard with less administrative information. They do not have access to the Organisation's library (including teams and presets), the member directory or the Organisation's settings.
- Actions: They join active sessions by scanning the QR code or clicking on the shared link.
- Confidentiality: Once the questionnaire is completed, they immediately access their personal space to consult their history of participation and their individual responses.
Manager
Managers are responsible for the operational management of self-assessments:
- Access Scope: Full access to the dashboard, teams and question presets, session history, member directory and Organisation settings.
- Actions: They create teams directories, configure question presets, launch new sessions, display the QR code, monitor real-time completion rates, analyse aggregated team reports, modify Organisation settings, invite new members via email, and can remove a member from the Organisation.
- Restrictions: Managers cannot change roles (promote/demote) within the Organisation, nor can they eliminate the Organisation itself.
Owner
The owners manage the structure and privileges of the Organisation:
- Access Scope: Identical to the Manager, with the addition of exclusive rights to assign administrative roles and manage sensitive data exports.
- Actions: They can invite new members, modify settings, export Organisation data from the danger zone, and appoint/promote other members to Manager or Owner from directory.
- Restrictions: A standard owner cannot demote or delete other owners, nor can they delete the Organisation's original Creator.
Creator
The Organisation's original creator is indicated by a crown icon next to their name in the directory. Only one user at a time can hold this crown.
- Exclusive Rights: The Creator is the only one who can demote other owners, permanently delete the Organisation, or transfer their ownership crown to another member. This safeguard prevents the accidental deletion or hijacking of the Organisation by other administrators.
3. Overall Roles (Platform Team / Staff)
Apart from individual Organisations, there are global administration roles that apply to the entire ELEVATE Self Assessment Tool (SAT) platform:
- Platform Administrator (Admin): Members of the ELEVATE team responsible for overall monitoring. They can view general usage statistics, see contact requests sent by the public, oversee the global question catalog, and add or configure global platform settings.
- Super-administrator: System administrators responsible for the technical operation of the application. They have full access to technical maintenance tools (log logs, environment variables, infrastructure health status).
