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User Role Descriptions 

Roles within Governance Manager

What each user can do in Governance Manager is determined by:

  1. The role they are given
  2. The options they are given within the role
  3. The Group or Groups they are a member of

1. Roles - Every user is assigned to one of 5 Roles:

- Inactive
- Reader
- Author
- Editor
- Manager

Inactive - This is a very useful status for new governors or governors who have left. They cannot access Governance Manager but it allows the Manager to set up groups, Governor Records, Board Membership etc

Readers - can view ‘content’ but cannot add ‘new content’ and cannot comment on content

Authors* - can contribute and update their own content and can comment on any other content that they have access to.

Editors* - can add and update their own content as well as the content of other Virtual Office users. They can comment on any content that they have access to.

Managers - In addition to Editor permissions, Managers can remove content added by any users and control membership of Governance Manager.

* Exactly what content (eg files, pages, discussions, tasks, calendar events) authors can contribute is controlled by their user profile and any groups that they belong to – this is a local school decision.

Normally all Users of Governance Manager (Governors, Chairs and Head Teachers) should be assigned to the Author role. The actual content that they can add is a local decision.

Clerks should normally be assigned to the Manager role.

Where users need to edit other people's documents in many areas of GM, they can be given the Editor role. Alternatively, GM Users can be added by name, as Additional Authors, to specific documents to allow them to add, for example, attachments to them or to edit them.

Note: When a document or folder has additional access controls in place these can supercede the basic user profile. CLICK HERE for the explanation of how this works when folders are access controlled.

 

2. Groups - Users can also be added to Groups.

Groups are used like distribution lists when you wish to notify the members of a particular committee, for example, or restrict access to a document to a certain group of people.

Groups can also be used to add groups of people as Additional Authors to specific documents to allow them to edit the document.

Groups are created and maintained by people in the Manager’s role. There is no restriction on the number of groups that a user can belong to.