How to Manage Roles and Access in Your Organization

Introduction

There are four types of user roles in the FiscalNote platform namely:

• System Administrator - generally allocated for Team Leaders. This enables you to have full control on who can view, edit, or delete certain information within the organization
• User - can access everything that the organization has subscribed to but cannot delete other members' work or assign roles
• Read-Only User - can only view the FiscalNote's data as well as the team's files. Has no ability to make changes to anything. Can be assigned to temporary hires or anyone from a different department overseeing the team's efforts
• Customized Role - Depending on your team structure, you can speak to your Team Leader about this and review what this role can and cannot do

Where can I access the Roles in my account?

Only the System Administrator can access the Roles tab. You can do this by:

• Going to your Profile Icon > Click on Settings
• Choose Organization Settings

• Under the Organization Tabs, click on Roles and you will be able to see which roles are available and how many or which organization members belong to the role. To view the members added in a role, just double click on the member count:

• As a Systems Administrator, you have the ability to assign/remove roles. You can do that by simply double-clicking on the member count and typing in the name of the team member, then hitting the Save button.

How do I create a new role?

• To create a new role, just click on the Create Role button right below the Organization tab, then input the role name and the description of the role

• Next, configure their permission settings in accessing different features of the platform like Calendar, Collaborations Tools, Contacts, etc.

• Lastly, assign a team member a role by adding their name on the field and hitting the Save button.

Note: We are constantly updating the platform. Help us keep the Help Center current by reporting any outdated information to support@fiscalnote.com.