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🔐 Roles & Permission Overview

This article explains the roles available in ValueStreamer, the rights associated with each role, and how public vs. private teams affect visibility and editing permissions. This overview helps system administrators assign roles correctly and maintain the system efficiently.

🔍 Content

  • Overview of global roles

  • Team roles in detail

  • Public vs. private teams

  • Tips & Best Practices

  • FAQ

🧑‍💼 Overview of global roles

Role Permissions
System Administrator 🔧 Full system rights: manage users, teams, KPIs, lists
📂 Access to all teams (including private ones)
User 📖 Read rights for public teams
✍️ Write rights in own teams
🚫 No read/write rights for private teams they are not a member of
External 📖 Read rights for teams they are a member of
✍️ Write rights for teams they are a member of
🚫 No read/write rights for other teams
 

👥 Team roles in detail

Team Role Permissions
Team Administrator 🧭 All rights of a team member
⚙️ Manage boards, members, processes
Team Member 📖 Read & ✍️ Write rights in own team
Guest 📖 Read & ✍️ Write rights in own team
🚫 Not shown in attendance list, cannot be assigned tasks, measures, etc. in that team
 

🌐 Public vs. Private Teams

Type Behavior
Public Teams 📢 Visible to all users
📖 Read rights for all users (except external users)
✍️ Write rights for team members
Private Teams 📖 Read rights for team members
✍️ Write rights for team members
👤 No access for outsiders – ideal for HR, strategy, etc.
 

ℹ️ Notes

  • Write permissions always depend on team membership.

  • External users have no access outside their assigned teams.

  • Role assignments are made in the Members tab in the team or user profile.

  • Role changes take effect immediately.

✨ Tips & Best Practices
✔️ Decide early if teams should be public or private.
✔️ Use clear role titles and review assignments regularly.
✔️ Use internal training materials or graphics to explain roles.
✔️ Keep naming conventions and team structures consistent.

❓ FAQ

What happens if a user is not in the team?
→ They see public content but cannot edit it; no visibility for private teams.

Can roles be changed later?
→ Yes, anytime in the team profile under “Members” or in the user profile.

What can guests see?
→ Usually nothing—only if explicitly granted access, then read-only.

Do external users have access to other teams?
→ No, only to the teams they are assigned to.