Here is a breakdown of available roles and permissions for business users (people who need access to the admin interface, who are essentially people from your team). This applies to a group of users for each account you hold.
Selecting default users roles and permissions
Learning more about each role
(The person who creates the account) manages and sees everything, billing, and payment included.
💡The application owner is any team member who creates an application or who is responsible for managing an application (as defined in a portal). The team owner is the highest role available in Clustdoc.
manages and sees everything except payment and billing.
manages Processes and applications and doesn't have access to the Team settings.
manages Processes, users, API and Webhooks and doesn't have access to the applications, Processes, or Team settings.
can only send and receive applications. No access to the Resources tab. A super-agent also can see the team's activity and process teammates' applications. (Like an Admin or Manager).
can only send and receive applications. No access to the Resources tab. An agent also cannot see the team's activity nor take action on teammates' applications.
is an agent who can't validate an application. Operations can only pre-approve applications so someone else on the team can follow up.
Customizing users permissions and associated roles
You can create custom roles and permissions based on your needs.
Copy existing users abilities
You can copy permissions and roles from existing users when inviting new users to your account so they’ll have the same abilities.
- Add the email address of the new user
- In the 'assigned role' field, select "Same as existing user".
- Select the user you want to assign the same rights to the new user.