Understanding User Roles in Certifier
Read this article to get acquainted with user roles you can assign to your invited team members.
Introduction
This article provides an overview of the different user roles available in Certifier. It outlines the specific permissions and responsibilities associated with each role, helping you determine the most appropriate roles for your team members that will allow you to manage digital credentials effectively.
How are Certifier roles structured?
In Certifier, user roles are structured as hierarchical access levels, where each subsequent role encompasses the permissions of the preceding one. This design ensures a seamless escalation of access and responsibilities, allowing for a clear and efficient delegation of tasks within the platform. As you progress from the Designer to the Admin role, each role not only retains the capabilities of the previous level but also gains additional permissions, providing broader control and functionality to effectively manage various aspects of digital credentialing.
Detailed Description of Certifier Roles
The invited team members can be assigned one of the 4 available roles: Designer, Draft Credential Manager, Credential Manager, and Admin.
1. Designer
Permissions: The Designer role is tailored for handling all design-related tasks within Certifier, providing access to essential tabs and actions:
Creating, updating, and deleting designs for certificates and badges.
Creating, updating, and deleting email templates.
Setting up the Issuer’s section, which is part of the Premium Branding add-on.
Designers do not have access to the Credentials, and Groups tabs and to administratively sensitive settings such as Email Sender Details, Custom Domain, Team, Subscription, and Access Tokens.
2. Draft Credential Manager
Permissions: This role should be assigned to the individuals responsible for setting up credentials before the actual issuance, ensuring that all details are accurate and ready for the final publishing stage. This role includes all the Designer’s permissions and expands to:
Setting up the Custom Sender Details section.
Creating, viewing, updating, and deleting groups.
Creating, viewing, updating, and deleting draft credentials only.
Draft credential managers do not have access to administratively sensitive settings such as Email Sender Details, Custom Domain, Team, Subscription, and Access Tokens.
3. Credential Manager
Permissions: The Credential Manager role should be assigned to the individuals who are responsible for the full spectrum of the credentialing process, from initial setup to the crucial step of publishing. This role includes all the functionalities of a Credential Draft Manager, with additional key permissions that enable the actual issuance of credentials. These expanded capabilities include:
Publishing credentials, transitioning them from draft to live status.
Viewing and exporting analytics.
Comprehensive management tools for issued credentials, including resending, updating, deleting, and exporting them.
Credential managers do not have access to administratively sensitive settings such as Email Sender Details, Custom Domain, Team, Subscription, and Access Tokens.
4. Admin
Permissions: The Admin role is the most comprehensive within Certifier, suitable for individuals who manage not only the credentialing process but also the broader administrative aspects of the platform. This role encompasses all the functionalities of a Credential Manager, with additional permissions that align closely with those of the account owner. Key capabilities of the Admin role include:
Setting up the Custom Sender Details section.
Creating, updating, and managing the Subscription (including the ability to cancel).
Configuring a Custom Domain.
Generating Access Tokens.
Inviting and managing Team Members.
Admins do not have access to workspace management and cannot delete the organization’s account.
FAQ
Which plan offers the possibility to assign user roles? The ability to assign or change user roles is available to customers with a Premium plan subscription.
Who can invite the team members and assign the roles? The Admins and Account Owners can invite team members and assign roles.
In case of multiple workspaces, will my invited team members see those other workspaces and be able to enter them? No, only the account owner will be able to switch between multiple workspaces. The invited team members will only be able to see the workspace they are invited into.
How do I know which role to assign to my team members? The choice of role depends on the specific tasks and responsibilities you want to assign to your team members. Consider the permissions and access levels of each role, as outlined in this guide, to determine the most appropriate role for each team member.
Can roles be changed after they are assigned? Yes, roles can be adjusted as needed. If a team member's responsibilities change or if you need to reorganize your team's workflow, you can update their role to better align with their new tasks.
Can I assign multiple roles to one user? No, each user can be assigned only one role at a time. However, each role encompasses the permissions of the preceding one, ensuring a comprehensive set of capabilities suitable for various tasks.
Are there any restrictions on the number of users I can assign to a particular role? There are no inherent restrictions on the number of users you can assign to each role. However, it's important to manage roles judiciously to maintain an organized and secure credentialing process.
How does the hierarchy of roles affect access to platform features? The hierarchical structure of roles in Certifier means that higher-level roles include all the permissions of the lower levels, plus additional capabilities. This structure ensures a clear escalation of access and responsibilities within the platform.
What if I need a custom role that is not listed? If you require a custom role that is not currently available, please contact our support team at support@certifier.io. We will assist you in exploring possible solutions to meet your specific needs.