Permissions

Table of Contents

Permissions Overview

How to Change Another Person's Tier

How to Remove Someone from Your Organization

How to Invite Someone to Your Organization

How to Accept an Invite to Your Organization

Permissions Overview

Leaders of an organization can now assign permission tiers to their team members, introducing different approvals for what each person is allowed to do within the app.

The permission tier system within an organization has four different levels. Each tier has added permissions on top of the functionality already included in any lower tier:

• Tier 1:

• • Ability to remove an artifact posted to any case by someone within the organization. Removal of artifacts will require the Tier 1 user to include a reason for removal. (All posts are kept on record in Udo’s database)
  • Manage their organization and team members (accept/reject individuals, invite, change tier levels)

• Tier 2:

• • Ability to create a Policy & Procedure for the organization
  • Add/remove individuals from a case
  • Create and Resolve cases

• Tier 3:

• • Create captures
  • Post a Policy & Procedure from their organization to a case thread
  • Edit their own captures
  • Create and participate in side-chats
  • Flag artifacts as inappropriate

• Tier 4:

• • View only cases that they are added to
  • Create unattached artifacts for the organization

A summary of these tiers is included on the organization screen for all users to reference as they arrange team members into different tiers.

How to change another person's tier

All users within an organization can see other team members and their associated tier level. Still, only a Tier 1 can change another individual’s permissions.

To change a team member's tier:

• Navigate to your Profile at the top-right
  • 
• Tap Organization
  
  • 
• Select the Tier level that contains the individual
  • 
• Select the dropdown next to their name
  • 
• Change the user to the desired Tier

How to Remove Someone From Your Organization

Only a Tier 1 user can remove someone from their organization. To remove someone from your organization:

• Navigate to your Profile at the top-right
  • 
• Tap Organization
  • 
• Select the Tier level that contains the individual
  • 
• Select the dropdown next to the individual's name
• Tap Remove
  • 
• Provide a reason for removal
• Tap Remove to finalize the removal

How to Invite Someone to Your Organization

• Navigate to your Profile at the top-right
  • 
• Tap Organization
  • 
• Tap Manage Organization Invitees
  • 
• Tap Add to Organization
  • 
• Look up the individual in the search if they are already using Udo (or you can Invite someone using "Invite to your Organization"
• Tap the + next to their name
  • 
• Assign the individual a Tier level
  • 

How to Accept an Invite to Your Organization

• Navigate to your Profile at the top-right
  • 
• Tap Organization
  • 
• Tap Manage Organization Invitees
  • 
• Tap Join Requests
  • 
• Select Reject/Accept
  • 
• Assign the individual a Tier level
  •