Whenever we invite users to Workia, we may want give more control to a user or set a limit on how a user may interact within the application. 🔐

An admin user can see and edit anything configurable in the application. This includes editing anything under:

A mobility user can see and edit all Case and Employee information within the application. They have no access to settings.

A Stakeholder can view high level information on cases they are associated to. E.g. If they are listed as a line manager on the record, they can see the owner, status and any tasks assigned to them. They can also add and respond to any comments available to stakeholders.

Employees are currently added as stakeholders on their own records - meaning they can also see owner, status and any tasks associated to them. They can also add and respond to any comments available to stakeholders.

To access the team settings screen, access the drop down menu and hover to the Settings option to open the Team Settings.

To change the role, click on the role type found on the Role column, a dropdown with the role list will appear - select the appropriate role to change.