In the Shamaym platform, there are a few user types and roles. The following guide will explain each role.
Users can have multiple roles, for example, a user can be both a member and an admin. In such cases, users will have mixed permissions.
Members
Member is the most basic permission level that can be granted. They are usually the people you work with daily – your teammates, the employees, or the group of people who are associated with the same training program – whether they are the instructors or the trainees.
Members have to be associated with at least one workspace.
Only in the workspaces they belong to, members can:
- Create new items
- Edit own items
- View new items created*
- Communicate on items created* (comment, share, embrace)
- Get notifications on new items and comments**
- Initiate collaborative items or be invited to collaborate
- Get briefs
- See the analytics data
- Create new analytics dashboards
- Assign and be assigned to actions
- Create or view discussions
- Get insights report
*As long as the share settings include them
**As long as the share settings include them, and according to the workspace’s and personal notifications settings
Managers
Each workspace should have one manager. The manager has all the permissions that the members have and has workspace editing permissions as well (to learn more, see our guide about managing workspaces).
Only in the workspaces they belong to, managers can:
- Create new items
- Edit own and others’ items*
- View new items created*
- Communicate on items created* (comment, share, embrace)
- Get notifications on new items and comments**
- Initiate collaborative items or be invited to collaborate
- Manage the workspace (edit it, edit the item’s form, invite users, etc.)
- Get and customize briefs
- See the analytics data
- Create new analytics dashboards
- Assign and be assigned to actions
- Create or view discussions
- Create and get insights report
*As long as the share settings include them
**As long as the share settings include them, and according to the workspace’s and personal notifications settings
Admins (workspace level)
Each workspace can have admins (no limitation). The workspaces’ admins have similar permissions as the managers, with a slight difference regarding the notifications: by default, admins will not receive notifications on new items and comments. To get notifications as admins, admins should be added as members of the workspace or need to create automation rules.
Only in the workspaces they belong to, admins can:
- Create new items
- Edit own and others’ items*
- View new items created*
- Communicate on items created* (comment, share, embrace)
- Get notifications on new items and comments**
- Initiate collaborative items or be invited to collaborate
- Manage the workspace (edit it, edit the item’s form, invite users, etc.)
- Get and customize briefs
- See the analytics data
- Create new analytics dashboards
- Assign and be assigned to actions
- Create or view discussions
- Create and get insights report
*As long as the share settings include them
**As long as they are members/ are included in an automation rule, as long the share settings include them, and according to the workspace’s and personal notifications settings
Company admins
This is the most high-level permission that can be granted. Each company/ organization can have company admins (no limitation). To be assigned as a company admin, please contact your Shamaym manager/ CS manager.
Only in the company they belong to, company admins can:
- Create new items
- Edit own and others’ items*
- View new items created*
- Communicate on items created* (comment, share, embrace)
- Get notifications on new items and comments**
- Initiate collaborative items or be invited to collaborate
- Create/ edit/ delete workspaces
- Manage all workspaces (edit them, edit the items’ forms, invite users, etc.)
- Get and customize briefs
- See the analytics data
- Create new analytics dashboards
- Assign and be assigned to actions
- Create or view discussions
- Create and get insights report
*Company admins can view items that were not shared directly with them
**As long as they are members/ are included in an automation rule, and according to the workspace’s and personal notifications settings