In order to better manage your team members and ensure that the correct team members have the correct level of access to specific Roadmunk Strategic Roadmaps features and actions, we recommend reviewing the different roles that account users can have and the types of permissions that these users can have assigned to them.
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There are three types of roles that can be assigned to a user in RoadmunkStrategic Roadmaps:
Reviewer
Collaborator
Account Admin
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Working in tandem with these roles, there are three distinct permissions that users can be assigned when handling content within the application: Owner, Editor, and Viewer. These user permissions can be applied at the roadmap level to determine how Reviewers, Collaborators, and Account Admins interact with Roadmunk's Strategic Roadmaps features and functions.
For example, users with a collaborator license can be assigned any of the three user permissions on a roadmap (Owner, Editor, and Viewer) because they are able to create, own, and manage roadmaps.
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Only Collaborators and Account Admins can create and own roadmaps. Every roadmap in Roadmunk Strategic Roadmaps has an Owner role, which is automatically assigned to the person who creates the roadmap.
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A roadmap Owner can transfer ownership of a roadmap to another Collaborator or Account Admin. Roadmaps can have only one Owner at a time. When ownership is transferred, the original Owner automatically becomes an Editor (see Sharing roadmaps).
Sharing Roadmaps
Roadmap Owners can share their roadmap with any user in the same
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Strategic Roadmaps account.
Account Admins - When an Owner shares a roadmap with an Account Admin, the Account Admin is automatically added as an Editor.
Collaborators - When an Owner shares a roadmap with a Collaborator, they can choose whether to add them to the roadmap an Editor or a Viewer.
Reviewers - When an Owner shares a roadmap with a Reviewer, they can only add them to the roadmap as a Viewer.
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Roadmap Owners can delete any roadmap they own, while Account Admins can delete any roadmap in their team's Roadmunk Strategic Roadmaps account. For more details, check out our article on managing roadmaps.
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Field permissions determine how Reviewers, Collaborators, and Account Admins can each interact with a particular field. Unlike with roadmaps, users are assigned as Team Members on a specific field. For more details on how fields work in RoadmunkStrategic Roadmaps, check out our articles on field management here.
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Unlike roadmaps, fields can't be shared with Reviewers. They can be shared only with Collaborators and Account Admins in the same Roadmunk Strategic Roadmaps account.
Editing and merging fields
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NOTE: To merge fields, a user must at least be a team member on the source field. If values are added to the destination field as a result of the merge, the user must also be a team member of the destination field (for more details, check out our article on merging fields).
Deleting Fields
Any user can delete a field they're a team member on. Account Admins can delete any field in a Roadmunk Strategic Roadmaps account, regardless of whether it's been shared with them or not. For more details, check out our article on Promoting & Archiving Fields.