User Roles: Overview

• The 4 Fundamental User Roles
• Systems Administrators
• Users
• Read-Only Users
• Make Your Own
• User Groups
• The 3 Main Group Types
• User Roles vs User Groups
• User Roles: Tips & Best Practices
• E-Book: User Roles & Groups

The Four Fundamental User Roles 

When created, each FiscalNote account is designated a specific role in the platform allowing for access (and when necessary, restricted access) to certain features and commands.  The Default role will be 'User', but each organization can leverage the 4 Fundamental User Roles to customize your team structure for maximum efficiency: Systems Administrators, Users, Read-Only Users, and Make-Your-Own.  Click here to learn more about the 4 Fundamental User Roles.

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Systems Administrators

The Systems Administrator role is generally reserved for team leads.  It grants the most control of your entire organization's FiscalNote configuration, including the ability to assign User Roles to your team members.  Click here to learn more about Systems Administrators roles and how to leverage the tools at your disposal.

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Users

Odds are, you have been granted standard access with the User role.  It is the most frequently assigned role in FiscalNote, and you generally have full access with the ability to use FiscalNote as you see fit.  Click here to learn more about User and Read-Only roles and how they differ.

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Read-Only Users

It's not common, but you may have been assigned a Read-Only License.  Typically reserved for outside counsel or temporary hires, Read-Only user roles restrict the ability to perform certain functions in FiscalNote.  Click here to learn more about Read-Only Users.

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Make Your Own

The fourth Fundamental User Role, Make-Your-Own, grants Systems Administrators the ability to customize what you can and cannot do.  If you don't feel comfortable with the out-of-the-box user roles and associated capabilities, you're not alone: complex teams often utilize Make-Your-Own roles to streamline functions within FiscalNote based on unique team structures and responsibilities.  Click here to learn how the Make-Your-Own user role is created and how to best leverage it for your own team.

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User Groups

Different from User Roles, User Groups can allow for separate project-based work, or determine how certain departments and sub-sets of your team perform their work in FiscalNote.  Use them to allow certain teams to restrict access to sensitive Issues, share client based notes, and more.  Click here to learn more about User Groups.

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The 3 Main Group Types

While there are a number of different reasons to utilize User Groups in FiscalNote, we've seen organizations use them for 3 main purposes: Internal Departmental work, Client or Project-based work, and External Consult.  Click here to learn more about why they're used, including tips for managing them in FiscalNote.

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User Roles vs User Groups

Roles and Groups...you may be thinking: "that sounds like the same thing!"  However, they are very different and each serve their own unique function to help aid your efforts.  More specifically, Groups allow for small-group collaboration, while roles determine what each individual user can and cannot do.  Click here to learn more about how they differ and view a breakdown of what each feature offers.

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User Roles: Tips & Best Practices

Especially for FiscalNote beginners, learning all of the tools and powerful features from the Systems Administrator view may seem overwhelming at first.  We're here to help, feature by feature.  Click here to review our recommendations for how to utilize each available user capability, and why.

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E-Book: User Roles & Groups (Click here to download)