Organization Roles

Via the following organization roles, you can define users who are responsible for managing the organization:

• Owner and Co-Owners
  The owner and co-owners can manage the organization, have access to all Teamrooms of the organization and thus can view all the data.
  A new owner can only be entitled by the current owner. Co-owners can be defined by the owner and other co-owners.
• Main Owner
  If a main owner is defined, only this user will receive the automatically generated e-mail messages concerning the organization. The user is also listed as contact in case of missing permissions.
  The Main Owner field is only visible if at least one co-owner is defined.
• Payment User
  The payment user can purchase licenses (if enabled for the organization) and define administrators.
  Only the owner and co-owners of the organization can define the payment user.
• Additional Authorized Buyers
  Authorized buyers can purchase licenses in addition to the payment user (if enabled for the organization).
• Compliance Manager
  Due to legal regulations, it may be necessary to anonymize users. When a user's membership is terminated, compliance managers are notified by e-mail. The compliance managers can immediately anonymize the user, identify all links to the user or define a reminder for a specific point in time.
• Main Administrator and Administrators
  The main administrator and the administrators can manage the organization but have no access to the Teamrooms of the organization. The main administrator can be chosen from the administrators. If a main administrator is defined, only this administrator receives automatically generated messages that concern the organization. Otherwise all administrators receive these messages.
  Administrators and the main administrator can be defined by the owner, co-owners or payment user.
  The Main Administrator field is only visible if at least two administrators are defined.
• Support Team
  The support team handles the organization-internal management of support requests and can be defined differently in the respective context (app, Teamroom) if necessary.

To define organization roles, perform the following steps:

1. In the dashboard of the organization click Advanced Settings.
2. Click the “Define Organization Roles” action.
3. Define the desired organization roles.
4. Click “Save”.

Note:

• Organization roles (except Owner) can also be assigned to users who are not members of the organization.
• The background user ‘Background Tasks “<organization name>”’ is authorized by default in all Teamrooms of the organization to perform background tasks. Typical background tasks are, for example, the execution of background tasks of a category or the sending of follow-ups. To ensure compliance, changes made by the background user are logged accordingly (e.g. in the Last Change by field).