Roles in the license Follow
A license role is a set of access rights granted to a Revizto license member. It determines the tasks that they can perform in the license.
Revizto comes with a set of predefined license roles. License members with the "Administrator" or "Super administrator" role can assign the roles to license members.
- Overview
- "Super administrator" role
- "Administrator" role
- "Content creator" role
- "Collaborator" role
- "Guest" role
See also:
Overview
The following table provides an overview of the license roles. For detailed descriptions, click the role names.
Role | Occupies a license slot | Create projects | Add license members | Work in projects they were added to |
Super administrator | No | Yes | Yes | Yes |
Administrator | Yes | Yes | Yes | Yes |
Content creator | Yes | Yes | Only by adding to projects | Yes |
Collaborator | Yes | No | No | Yes |
Guest | No | No | No | Yes |
"Super administrator" role
The "Super administrator" role grants full control over a Revizto license and its projects. A Revizto license always has a single super administrator. Super administrators do not occupy license slots.
License members with the "Super administrator" role have the same rights as members with the Administrator role. They can also do the following:
- Edit their own company, department, office location, and authentication method.
- Transfer the "Super administrator" role to another person.
Super administrators receive invoices for the Revizto license, and the license change/expiration notifications.
"Administrator" role
The "Administrator" role grants full control over a Revizto license and its projects, except for editing super administrator details. Administrators occupy license slots.
Administrators have the following rights:
- View the number of occupied and available license slots.
- Edit the license settings (change the license name and company logo, and show or hide the companies, departments, and office locations of all license members).
- Add, edit, activate, deactivate, and delete authentication methods.
- Add new license members and approve invitations to a license made by project administrators (if they require approval).
- Activate, deactivate, and delete any license member, except for themselves and the super administrator.
- Edit company, department, office location, and authentication method of all license members, except for the super administrator.
- Assign license roles to all license members, except for themselves and the super administrator.
- Edit tags of any license member, including the super administrator.
- Send email messages to license members directly from Revizto Workspace.
- Monitor the activity of license members.
- Export license members and their activity data to spreadsheets.
- View license logs and export them to spreadsheets.
- Create Revizto projects.
- Add, edit, and delete project roles.
- Create, edit, and delete cross-project dashboards, and share them with other license administrators.
- Migrate Revizto 4 projects to Revizto 5.
- Migrate projects from another license issued in this region (if they are the project owner in the source project or have the "Administrator" role in the source license).
- Migrate projects to another license issued in this region (if they have the Content creator or "Administrator" role in the destination license).
Administrators that are project members have the following roles in the project:
- Project owner if they created the project or were assigned this role explicitly.
- License administrator (project role) in all other cases.
Administrators can see projects in the Revizto application only if they are members of these projects. However, they can do the following in Revizto Workspace:
- Open any project assigned to the license.
- Perform all actions available to project administrators in any project assigned to the license (this includes adding themselves to any project).
"Content creator" role
The "Content creator" role is recommended for project managers. Content creators occupy license slots.
The "Content creator" role grants a user the following rights:
- View their role in the license and the list of license administrators.
- Create Revizto projects.
- Add people who are not license members to projects (only if they are a project administrator).
- Migrate Revizto 4 projects to Revizto 5 (only if they are a project administrator).
- Other content creator rights in a project are defined by their project roles.
"Collaborator" role
The "Collaborator" project role is recommended for regular project members. Collaborators occupy license slots.
The "Collaborator" role grants a user the following rights:
- View their role in the license and the list of license administrators.
- Collaborator rights in a project are defined by their project roles.
"Guest" role
The "Guest" role grants the same rights as Collaborator but does not require a license slot.
A license member is eligible for this role if they are a full member of another license that meets the following conditions:
- It is issued in the same region.
- It allows employees of the license member's company to be guests.
- It has the same or a higher subscription plan. Available subscription plans are (from the lowest to the highest):
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