- Overview
- Organization Roles & Permissions
- Decision Roles
- Decision Permissions
- Decision Flow Roles & Permissions
Overview
Permissions in Cloverpop are set at three levels: organization, decision, and decision flow.
Organization: Both admins and members have permissions that allow them to both create and collaborate on decisions. Admins also have the ability to add/edit/delete templates and provide access to new users. Guests will only be able to collaborate on or view decisions which they have been added to.
Decision: The decision manager has full access to update the decision including the ability to restructure the decision tree. Collaborators will be able to answer drivers and inform the decision within the structure set by the decision manager. Visitors are team members who have view-only permissions as assigned by the decision manager.
Decision flows: The decision flow manager can add new team members to a decision flow process and re-sequence the decisions or ungroup the flow. Collaborators for a decision flow can help the decision flow manager to add, remove or sort both decisions and sections within the flow. Visitors are only invited to view the decision flow structure and any associated outcomes.
Organization Roles & Permissions
Org roles are decided during initial setup, but can be later changed by admin users
Guest Non-org user invited to a specific decision by the decision manager | Member | Admin | |
Can collaborate on or manage specific decisions to which they are invited | ✔️ | ✔️ | ✔️ |
Can view decisions which are part of a group to which they belong | ✔️ | ✔️ | ✔️ |
Can view decisions designated ‘all org’ | ✔️ | ✔️ | |
Can create new groups and manage groups to which they belong | ✔️ | ✔️ | |
Can create new decisions from scratch or from a template | ✔️ | ✔️ | |
Can add/edit/delete categories, groups, users, access rights, and templates across the entire org | ✔️ |
Decision Roles
Decision roles help to clearly define who made a decision, recommendation or provided approval for the process. While each decision or recommendation can only have one decision manager, decider, recommender, and approver - these roles can be assigned to any collaborators involved in the process.
Role | Description | # of People | How to Adjust |
Decision Manager | Manages decision structure and sharing settings | 1 (required) | Assign/reassign |
Collaborator | Can contribute to any part of the decision process | Unlimited | Add/remove |
Recommender | Owner of the Recommendation (optional) | 1 (optional) | Assign/reassign |
Decider | Owner of the Decision | 1 (optional) | Assign/reassign |
Approver | Designated approver of the Decision | Unlimited (optional) | Assign |
Decision Permissions
Decision roles are defined when the decision manager shares the decision; collaborators are users invited to the decision, while visitors are users with whom the decision was shared.
Visitor Non-collaborators who has viewing permission only (granted via sharing) | Collaborator | Decision Manager | |
View decision content | ✔️ | ✔️ | ✔️ |
Add data sources | ✔️ | ✔️ | |
Edit decision question, context / description, & categories | ✔️ | ✔️ | |
Edit existing branches within the decision tree | ✔️ | ✔️ | |
Answer questions & sub-questions | ✔️ | ✔️ | |
Enter a decision / recommendation | ✔️ | ✔️ | |
Rate buy-in & follow-up on decision | ✔️ | ✔️ | |
Chat about in-progress decisions | ✔️ | ✔️ | |
Add / remove collaborators | ✔️ | ||
Replace decision manager with a different user | ✔️ | ||
Add / delete branches of the decision tree | ✔️ | ||
Share the decision tree with non-collaborators | ✔️ | ||
Delete the decision | ✔️ |
Decision Flow Roles & Permissions
Decision flow roles are defined when the decision manager shares the decision flow; collaborators are users invited to the decision flow, while visitors are users with whom the decision flow was shared.
Visitor Non-collaborators who has viewing permission only (granted via sharing) | Collaborator | Decision Flow Manager | |
View decision flow | ✔️ | ✔️ | ✔️ |
Add data sources to the decision flow | ✔️ | ✔️ | |
Edit the decision flow description | ✔️ | ||
Add new decision flow members | ✔️ | ||
Add, remove, or sort decisions | ✔️ | ✔️ | |
Add, remove, or sort sections | ✔️ | ✔️ | |
Assign unstarted decisions | ✔️ | ||
Edit decision flow name | ✔️ | ||
Ungroup decision flow | ✔️ | ||
Assign decision sequence | ✔️ |
For guidance on the roles and permissions for each decision within a flow, please refer to the section above (‘Decision Roles & Permissions’).