You can create whatever user roles you need, but within Octiv are default user roles that determine access to functions and documents and that establish privacy heirarchies.

  • System Administrator: Being a system administrator is like having an all-access pass to the account. This user can determine everything from the look and feel of the screens to who gets to join.
  • Management User: This user can access any proposal and view other users’ activity but can’t make changes to documents.
  • Direct Report: A management user may have direct reports, established in the Relationships tab of the User profiles. Direct reports can create content and view activity, and their managers have full access to all that content.
  • Standard User: A lone wolf of content building who can create templates and proposals but can manage only his or her own personal settings.

You can customize user permissions for any default role—or any role you create. Contact your Account Manager to tweak the user permissions for a default role.


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