Team roles are structured hierarchically as follows:
Account Owners
Admins
Team Leads
Editors
Reviewers
Below, you will find a detailed breakdown of the capabilities and restrictions for each role.
Account Owners
Allowed:
Full access to manage all aspects of the Projection Genie account.
Ability to create and manage child accounts.
No limitations on permissions.
Admins
Admins have nearly all the capabilities of Account Owners with the following exceptions:
Not Allowed:
Viewing billing information.
Changing payment details.
Changing plans.
Deleting the parent account.
Team Leads
Team Leads extend the capabilities of Editors with additional managerial privileges.
Allowed:
Perform all actions available to Editors.
Connect and disconnect a QuickBooks online account. (RunSmart specific)
Add and remove team members.
Change the roles of team members.
Change the project name.
Not Allowed:
Delete the project they are the Team Lead of.
Editors
Editors have a broad range of permissions focused on content and scenario management.
Allowed:
Modify Forecasts (RunSmart specific).
Edit answers on the questions page. (StartSmart specific)
Edit scenario names.
Create new scenarios and delete existing ones.
Update logos.
Create and send share links. (StartSmart specific)
Download tables and charts.
Not Allowed:
Connect and disconnect a QuickBooks online account. (RunSmart specific)
Edit the project name.
Delete the project.
Add, delete, or change the roles of team members.
Reviewers
Reviewers have a read-only role designed for oversight without editing capabilities.
Allowed:
View all pages and financial projections for the project they are associated with.
Not Allowed:
Connect and disconnect a QuickBooks online account. (RunSmart specific)
Make any edits.
Delete any content.
Share scenarios via read-only links. (StartSmart specific)
Download tables or charts.
Understanding these roles will help you manage team responsibilities and maintain proper access controls within your Projection Genie projects.