General Principles
Company Access
Company-level access governs a user’s permissions across the entire organisation. It determines the company-level information and actions a user can access or manage based on their role. A user must first be added as a company user before they can be added to a governance team.
Company access is managed by the Administrators.
Governance Team Access
Governance team access defines permissions specific to individual teams (e.g board or committees). A Member access is required to view all board and committee documents. This approach ensures only authorised users such as committee chair, members, and standing attendees have unrestricted view of documents within each team.
For collaboration, users can be added as Contributors and can be tagged in committee papers, actions, or assessments, enabling them to view and edit only the documents they are tagged in. This access is restricted to those documents, and users will not have access to other documents within the Governance team.
Team access is managed by the team Managers.
Company-level access governs a user’s permissions across the entire organisation. It determines the company-level information and actions a user can access or manage based on their role. A user must first be added as a company user before they can be added to a governance team.
Company access is managed by the Administrators.
Governance Team Access
Governance team access defines permissions specific to individual teams (e.g board or committees). A Member access is required to view all board and committee documents. This approach ensures only authorised users such as committee chair, members, and standing attendees have unrestricted view of documents within each team.
For collaboration, users can be added as Contributors and can be tagged in committee papers, actions, or assessments, enabling them to view and edit only the documents they are tagged in. This access is restricted to those documents, and users will not have access to other documents within the Governance team.
Team access is managed by the team Managers.
Company Access
Company Access Rights
Administrator
User
Company Profile
Read company profile
Yes
Yes
Edit company profile
Yes
No
Delete company profile
Yes
No
Billing
View and manage subscription
Yes
No
Company Users
Invite user
Yes
No
Edit user
Yes
No
Delete user
Yes
No
Governance Teams (Board and committees)
Create team
Yes
No
View team information
Yes
No
Edit team information
Yes
No
Delete team
Yes
No
Add members
Yes
No
Remove members
Yes
No
Governance Documents
Create, view, edit, delete meeting
No
No
Create, view, edit, delete reports / papers
No
No
Create, view, edit, delete actions
No
No
Create, view, edit, delete decisions
No
No
Create, view, edit, delete charter
No
No
Create, view, edit, delete performance review
No
No
Governance Access
Governance Access Rights
Manager
Member
Contributor1
Governance Team
View team information
Yes
Yes
-
Edit team information
Yes
No
-
Add team access
Yes
No
-
Remove team access
Yes
No
-
Meetings
Create meeting
Yes
No
-
View meeting
Yes
Yes
-
Update meeting
Yes
No
-
Delete meeting
Yes
No
-
Papers
Create paper
Yes
No
No
View paper
Yes
Yes
Yes
Edit paper
Yes
No
Yes
Delete paper
Yes
No
No
Actions
Create action
Yes
No
No
View action
Yes
Yes
Yes
Edit action
Yes
No
Yes
Delete action
Yes
No
No
Decisions
Create decision
Yes
No
-
View decision
Yes
Yes
-
Edit decision
Yes
No
-
Delete decision
Yes
No
-
Charter
Create charter
Yes
No
-
View charter
Yes
Yes
-
Edit charter
Yes
No
-
Delete charter
Yes
No
-
Performance Assessment
Create assessment
Yes
No
-
View assessment
Yes
Yes
Yes
Edit assessment
Yes
No
Yes
Delete assessment
Yes
No
No
1 Contributors can be tagged in committee papers, actions, and assessments without needing Member access to the Governance team. Users that do not have Member access to a Governance team can only view and edit specific documents they are tagged in.