What are the account-level roles on Globality's Platform?

What are the account-level roles on Globality's Platform?

Globality has two account-level roles, Provider Administrator and Team Member, which enable your company to efficiently manage your Globality projects and related clients within the Platform.

Role-Specific Access to View Relevant Projects Across Clients

Provider Administrators and Team Members will only see projects they are members of to ensure client confidentiality.

Custom Permissions to Edit Company Profile Based on Roles

Provider Administrators can build and edit every section in your Profile to ensure your information reflects the most accurate data when it’s shared with potential clients for Globality projects. Team Members can only edit the case studies section and will see a tool tip instructing them to contact their account administrator when they try to edit any other section. 

Profile view for Team Members:

One Place to View Clients and Client Relationship Leads  

All users have a new page where they can view the clients that they work with on Globality projects and the Client Relationship Leads under each client. Provider Administrators can view and manage the Client Relationship Leads for all clients your company works with.    

Clients page view for Provider Administrators: 

NOTE: Client Relationship Lead now includes a set of client-specific permissions and can apply to users with either role. 

Efficient Management of Team Members Across the Company  

All users can access the Team page where they can view your company team members and invite new users to the Platform. Only Provider Administrators can change a user’s role, edit another user’s description, and invite other Provider Administrators. 

Team page view for Provider Administrators: 

Account-Level Roles Matrix 

The account-level roles and permissions have the following capabilities: 

  

Provider Administrator 

Team Member 

Invite new users to the platform 

 

 

Change a user’s role 

  

Edit another user’s description 

Resend an invitation to join the platform 

Build/edit full profile 

  

Edit case studies in profile 

View projects they are team members on 

Add/remove users to projects they are team members on 

 

Add CRLs  

 

View all clients/CRLs across the company 

 

View clients/CRLs for projects they work on  

If you have any questions, please contact Globality Support.