Manage Organization Users

Organization users are each assigned an Organization role, which determines user permissions and access to specific features and functionality.

• Assign User Roles
  • Set the Default Role for New Users
• User Roles
  • Role Permissions
  • Owner
  • Admin
  • Manager
  • Member
  • Guest

Assign User Roles

Assign a new user role to change a user’s permissions and access to certain administrative features. Organizational users with the role of Manager and above can change the access level for any user up to their current role level.

1. Log into your Prevail account.
2. On the Navigation menu, click Organizations.
3. Click the Organization name.
4. Click Members.
5. In the Access column, in the drop-down, select a user role.

Set the Default Role for New Users

New users are assigned a default role according to the Organization’s settings. You can change the default new user role by editing an Organization.

1. Log into your Prevail account.
2. On the Navigation menu, click Organizations.
3. Click the Organization name.
4. Click Edit Organization.
5. In the Default new member access level drop-down, select a user role.

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User Roles

Organizational roles set user permissions and access to specific administrative features.

Role Permissions

Owner

Owners can edit Organization credentials and general settings and access all associated Sessions, including Session Review. They can also assign user roles, including additional Organization Owners.

Admin

Admins can edit Organization credentials and general settings and have full access to all associated Sessions, including Session Review.

Manager

Managers can view, search, and access all Organization Sessions.

Member

Members can view, search, and access Session Review all Organization Sessions. They must be invited or granted access to join a Session.

Guest

Guests can access Session Review only for Sessions that have been shared with them. They cannot view or search Organization Sessions and must be invited to join a Session.

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