Users

• Introduction
• What Can I and Can't I Do As a User?
• Viewing User Role Settings
• Users: 1-Pager

Introduction

If you've been granted User access, you have the most common user role.  It is the default role applied to all FiscalNote accounts when they are created.  Read below to learn what you have the ability to do and not to do, as well as recommendations for ensuring you're set up for success. 

What Can I and Can't I Do As a User?

You have access to all data in your organization's subscription, and the ability to use all features that FiscalNote has to offer.  The main difference between your account and that of a your team lead (Systems Administrator) is that you don't have the ability to delete the work of others.  The work of others that you cannot delete includes:

• Actions
• Notes
• Discussions
• Contacts

You also do not have the ability to set or change user roles or create User Groups for any project-based work. If you require these capabilities to perform your work, please contact your team lead or FiscalNote Account Manager.

Viewing User Role Settings

Only team leads with Systems Administrator access can view User Role settings.  We recommend reviewing the capabilities together to ensure all needs are accounted for. 

**If no one one your team has Systems Administrator access and you require it, please contact your Account Manager. 

Users with Systems Administrator access will see 'Organization Settings' in the My Account Dock under the Settings drop-down menu:

Review the feature settings by clicking through each feature set found in 'Users' under Roles:

**Click here to learn more about Systems Administrator roles

Access is controlled according to the following feature sets:

• Account Settings  (Notifications)
• Calendar
• Collaboration Tools  (Actions, Discussions, Notes)
• Contacts
• Discovery Alerts
• Drive  (Files, Links)
• Labels
• Mailing Lists
• Issues

Feature access controls cannot be changed for the User role.  The checkboxes will be gray and un-editable when viewing the User Settings from a Systems Administrator account. 

If you need to alter the feature controls for specific needs, click here to learn more about the Make-Your-Own user role. 

Users: 1-Pager (Click here to download)