User, Team and Role Guidelines

In conjunction with Access Profiles, the combination of Team and Role assignments control the user's ability to view and access data.

• Users

• Users can be members of multiple Teams
• When users are given access to an application, they are assigned one or more Roles

• Roles

• Roles are defined for applications
• Roles define the types of data users can access and share with other team members
• Default Roles are available in the platform
• Additional roles can be created and the default roles can be modified as needed

• Teams

• Each user must be assigned to a Primary Team
• When a user is assigned to a Primary Team, any previous primary team assignment is replaced