OrgBoat Guide

RANKS

The RANKS in Orgboat will let you know the hierarchy of each position in your organization, ranks are shown by a star next to the staff’s name who let's you know at a fast glance the hierarchy position he or she holds in the group.

Ranks are assign at the moment of creating a job position. You can also later edit it by going to the position you want to edit profile and clicking on edit position.
You will see a the option to choose the rank you want the position to hold.

TYPE OF RANKS

Root User / Admin

The top Rank is the Root user. It allows access and editing of all of the information in the company as well as manage the subscription plans. This is the administrator of the account, it will be given automatically to the person who opened the company's account in OrgBoat.

DIRECTORS

The top Rank is the Root user. It allows access and editing of all of the information in the company as well as manage the subscription plans. This is the administrator of the account, it will be given automatically to the person who opened the company's account in OrgBoat.

DIV SUPERIORS

The top Rank is the Root user. It allows access and editing of all of the information in the company as well as manage the subscription plans. This is the administrator of the account, it will be given automatically to the person who opened the company's account in OrgBoat.

Superior

The top Rank is the Root user. It allows access and editing of all of the information in the company as well as manage the subscription plans. This is the administrator of the account, it will be given automatically to the person who opened the company's account in OrgBoat.

Staff Member

This rank will only give access to their profile information. They can interact with others but not look into their information directly.

ROLES

Roles are one of the most important characteristics for your job positions.
This will indicate the rights and actions allowed (such as write, edit or delete information) a certain job position can have.

For example: you need someone in your company to review all the reports but you don't necessarily want to make the position high in the hierarchy and give it a high rank. So you would need to give this job position a role so that it has access to certain information require to accomplish his/her work.

Roles can give a user:

1. Rights in All Divisions. 
2. Rights in all divisions except Directors.
3. Rights only in his division.

You can choose for either of this 3 options and make it Read Only so that they can only look at the information or Read and Edit the information. Use roles carefully.

To assign a Role or edit it just follow these simple steps:

  1. In the job position’s profile click on the “Edit position” button on the right
    corner.
  2. Locate the Role select option.
  3. Choose the right role for the position.
  4. Choose if this Role is going to “Read Information Only” or will be able to “Edit and Read Information".
  5. Click  “apply changes” and Done!
    You have successfully assigned a Role.
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