In any enterprise it is important to ensure that the people with the appropriate remit have access to the information/functionality they need (and those that don't don't). Plainly lets you manage this by configuring 'user type' and 'workgroups' for each user.
Your user-type determines the amount of power you have to do things on Plainly. There are 4 user types: normal users, admins, advisers and group admins.
Normal usersBy design, normal users can only start and complete tasks and view documents. They are the main do-ers on Plainly.
AdminsAdmins own and look after your Plainly account, their main focus being user admin/permissions and billing. They can invite new people to join your team and set their permissions when they join.
AdvisersAdvisers are the builders/creators/facilitators in your team on Plainly. Their main role is to build and manage workflows and templates but they also have a number of other 'superpowers', designated by this symbol - - throughout your account. Superpowers facilitate the smooth operation of what your team is doing on Plainly, and include undoing user errors, manually amending documents, bypassing standard checks to handle exceptional circumstances and more.
Group adminsGroup admins are allowed to visit other accounts within your group (if you have one). Once there, they have admin powers over that account.
|Workgroups are only available to Enterprise customers.
Workgroups give you more granular control over which team-members have access to different tasks and documents in your account. For example, you can set up different workgroups for sales and HR so that your salespeople only have access to sales documents and tasks and your HR team only have access to HR documents and tasks, but, as a manager, you can have access to both.
Once a workgroup is set up, you can assign any workflow or template to it. Any ensuing tasks or documents will then only be visible to people in that workgroup and not your wider team.
As such workgroups are useful (a) to declutter each user's view of Plainly and (b) for information security within your organisation.
User permissions are all managed in the Team section of your account. You will need to be an Admin to manage users. To manage a user, click 'Configure' by their name, configure their permissions and hit save.
Note - Admins cannot configure other admins. Each has to configure themselves.