What is User Roles and Permissions in ClientPoint

User Types and Security Levels

1. User

• Access Scope: Limited to managing and viewing their own ClientPoints.
• Key Permissions:
  • Create and manage only their own ClientPoints.

2. Division Manager

• Access Scope: Includes all ClientPoints created by users within their assigned Division.
• Key Permissions:
  • Manage ClientPoints within the Division.

3. Manager

• Access Scope: Broad access to ClientPoints across the system without Content Library administration rights.
• Key Permissions:
  • View and manage all ClientPoints across the entire system.
  • Limitations: Cannot add, remove, or manage files in the library.

4. Division Administrator

• Access Scope: Full administrative control over their assigned Division.
• Key Permissions:
  • Manage all ClientPoints in their Division.
  • Add or remove files only within the Division folder.

5. Group Admin

• Access Scope: Administrative control over their assigned Workspace.
• Key Permissions:
  • Manage and edit templates and files within the Workspace.
  • View and manage all ClientPoints within the Workspace.
  • Add, remove, or update content and settings specific to the Workspace.

6. Administrator

• Access Scope: Complete system-wide access and control.
• Key Permissions:
  • View and manage all ClientPoints.
  • Full Content Library access, including managing files in both "Company Wide" and "Division" folders.
  • Manage all system settings.

Quick Comparison Table

Need Assistance?

If you have questions about user roles or require additional help, reach out to support@clientpoint.net.