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.