Along with separating your teams into departments, you can also limit access to team members by using roles.

There are 3 types of roles a user can have in Manifestly - admin, user, limited.

Admin

This role has access to create and edit all checklist templates. They can also create, edit, and delete users.

User

This role can see all checklist templates and start a new checklist run. They can assign people to checklist runs. They cannot create or edit checklist templates nor can they add new users to the account.

External

This role has very limited use and is primarily for inviting clients, contractors, and virtual assistants into specific checklist runs. The only thing they can see is the specific checklist run they have been assigned. They cannot see any templates, users, or other activity.

Did this answer your question?