Roles & Permissions

By default, users assigned as managers of departments (of the users within those departments) or of individual users have permissions to mange those users in each of the following ways.

• Assign, Reassign, and Proxy Mark as Read: Assign managed users to read/complete content items (documents, questionnaires, and campaigns), reassign these tasks after they've been completed, or, if enabled in System Settings, mark managed users' documents as read by proxy
• Escalation Emails: Receive escalation notifications for managed users' overdue tasks
• Management Reports: Run management reports on managed department or specifically assigned users
• Manage Users: Add users manually or change user information in User Manager

To restrict all managers' permissions in one or more or these areas, click to clear the corresponding check boxes, and then click Save.

Important: If you include the Escalation Emails permission, you should also include at least the Management Reports permission. A manager receiving an escalation email sees only summary information and will need to run a report to see details.

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