Team and Organization Roles and Permissions

Team Permissions 

Sapling provides permissions-based controls for teams to manage information access and control. The following permissions may be granted to individual users on the team dashboard.  

Team Member (None)

Team members have access to read and use the team knowledge base (dictionary, mappings, snippets, and responses). 

Admin 

Team admins have permission to read, write and modify anything related to the team. This includes the ability to add and remove users from the team and modify user permissions. They can also modify site controls for the team and modify knowledge base information. 

Manager 

Team managers cannot edit user controls (adding or removing users, changing user permissions) or site controls. They have access to read and edit everything else on the Sapling team. 

User Settings

Permissions around team reporting (Inspect) as well as modification of the knowledge base (Edit) can also be granted to non-admin individuals on teams as well. For example, on some teams, there are specific people who look at reporting who do not touch the knowledge base and on other teams everyone is expected to keep the shared snippet library up to date. 

	Read Knowledge Base	Edit Knowledge Base	Reporting	Access Control
Admin	✓	✓	✓	✓
Manager	✓	✓	✓
Edit	✓	✓
Inspect	✓		✓
None	✓

Organization Permissions 

Organizations, in addition to having the roles above, also have the concept of owners.

Organization owners are like super-admins that can also manage the organization and create teams.

If you're part of an organization, please contact your account representative at Sapling for help getting set up.