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Administrative Accounts and Roles

Administrative Accounts

Administrative accounts are responsible for the creation, configuration, operation, and management of projects and project resources in DecisionDirector. An administrative account is created when a holder of a DecisionDirector account holder is assigned, and accepts, one or more administrative roles.

Scopes of Authority of Administrative Roles

There are three possible scopes (or levels) of authority of administrative roles:

  1. Organization - role applies to organization and all workspaces and activities created within the organization.
  2. Workspace - role applies to the workspace and all activities created within that workspace.
  3. Activity - role applies to the activity only.

Administrative Roles

Administrative roles are generally divided into three categories:

  1. Administration - create, configure, and manage workspaces and activities.
  2. Content - create, configure, and manage libraries and documents.
  3. Engagement Management - issue and manage invitations to activity contributors and RFP bidders.

The table below lists the available administrative roles and their descriptions:

Guidelines for Administrative Role Assignments

The following guidelines are useful for those just starting out with DecisionDirector:

  1. The Admin1 role is the most powerful role because it provides the power to create.
  2. Every organization must have at least one person with the Admin1 role for the organization. Organization level Admin1's can create workspaces for project teams that wish to use DecisionDirector.
  3. Once a workspace is created, the Organization Admin1 can serve as the administrator for that project, or they can assign a Workspace Admin1 role to someone on the project team so that the project team can manage the creation of collaborative Activities.
  4. It is not a good idea to assign project people the Admin1 role at the Organization level. Too many Organization Admin1's can lead to confusion and unnecessary mistakes.
  5. The next most essential roles are Content Manager and Content Editor. These roles can be given in tandem to those who are tasked with creating and editing documents. These roles can be assigned at either at the organization level or at the workspace level
  6. An Organization Content Editor/Manager can create and maintain documents in the Organization library. This is useful for those organizations that maintain standard documents for use in their projects (meaning, in their project Workspace libraries).
  7. As with the Admin1 role, it is better to assign Organization Content Manager/Editor roles to a small number of people. Project team members who will creating and managing documents should be assigned the Content Manager/Editor roles at the project Workspace level.
  8. If a project will entail issuing an RFP, then someone will need to have the Engagement Host role at the Workspace level.

Creating and Managing Administrative Accounts

See Creating and Managing Administrative Accounts for information and instructions for administrative account management.