Roles

What is the difference between System Admin, Subsystem Admin and Tenant Admin Roles
Role System Admin Subsystem Admin Tenant Admin How role is given From the user's profile page/edit mode From the Subsystem Setting page -- ...
Mon, 3 Mar, 2025 at 8:56 AM
How to manually edit user roles
Sysadmins have the ability to manually edit an account's role. This can be useful if you need to manually update or change a role for a user.  Tenant a...
Sat, 1 Nov, 2025 at 12:34 PM
Roles & Responsibilities in the system
Understanding and managing roles within our system is essential for ensuring users have the appropriate permissions and access levels. Here, we'll ex...
Sun, 28 Dec, 2025 at 10:46 AM
How to assign a campaign category manager
The role of Category Manager can be used when there is a need to specific users based on the idea's selected category per campaign. This is done in ...
Mon, 21 Jul, 2025 at 9:53 PM
Role Management & User Assignment Videos
These videos focus on the Role Management and Auto-User Assignment feature. It overviews the creation and assignment of user roles within the system. 
Tue, 21 Oct, 2025 at 9:59 AM
Why Subsystem Admins are Automatically Assigned to Roles
In some cases, the Subsystem admins are automatically assigned to a role even if they were not explicitly assigned via configuration. This happens because ...
Wed, 29 Oct, 2025 at 6:19 PM
Manual User Assignment to a Role
Background Assigning users manually to a role is usually done when moving an idea to state in which this role is assigned as a state owner. This usually ap...
Tue, 23 Dec, 2025 at 2:47 PM