Strety

Account Owners are the highest permission role in Strety and have full access to all Adminland's settings.

Account Owners have the following permissions:

Account Owners see billing information, receive billing notifications, and update billing information.

Account Owners can cancel and delete their company's Strety account.

Account Owners can edit company information such as name and logo

Account Owners can also do everything Admins can do

- Account Owners see billing information, receive billing notifications, and update billing information.
- Account Owners can cancel and delete their company's Strety account.
- Account Owners can edit company information such as name and logo
- Account Owners can also do everything Admins can do

Admins have access to most of Adminland's settings, incl. the ability to invite users to the account and create new teams.

Admins have the following permissions:

Admins can view all information about Teams, even if they are not on the team. That includes all Rocks, Issues, To Dos, Scorecard Metrics, Headlines, and Agendas 

Admins can create &amp; assign items to anyone on any team throughout the organization

<a href="https://help.strety.com/en/articles/8892501-how-to-invite-new-users-to-strety">Admins can invite users to Strety</a>

<a href="https://help.strety.com/en/articles/8892154-how-to-assign-a-direct-report">Admins can assign/reassign roles and managers for any user</a>

Admins can view &amp; edit anything within the Company Vision &amp; Roles Charts

<a href="https://help.strety.com/en/collections/3600950-integrations">Admins can configure org-wide integrations (Connectwise, Autotask, Halo)</a>

<a href="https://help.strety.com/en/articles/9368015-how-to-deactivate-a-user">Admins can deactivate users</a>

- Admins can view all information about Teams, even if they are not on the team. That includes all Rocks, Issues, To Dos, Scorecard Metrics, Headlines, and Agendas 
- Admins can create &amp; assign items to anyone on any team throughout the organization
- <a href="https://help.strety.com/en/articles/8892501-how-to-invite-new-users-to-strety">Admins can invite users to Strety</a>
- <a href="https://help.strety.com/en/articles/8892154-how-to-assign-a-direct-report">Admins can assign/reassign roles and managers for any user</a>
- Admins can view &amp; edit anything within the Company Vision &amp; Roles Charts
- <a href="https://help.strety.com/en/collections/3600950-integrations">Admins can configure org-wide integrations (Connectwise, Autotask, Halo)</a>
- <a href="https://help.strety.com/en/articles/9368015-how-to-deactivate-a-user">Admins can deactivate users</a>

Members will make-up the majority of your Strety users. Members have the following permissions:

Members only have access to the teams they are on and the personal items about them. 

- If they are manager of another person, they will see that information and down the chain.

Members can integrate Strety with our <a href="https://help.strety.com/en/articles/9400427-how-to-integrate-with-microsoft-teams">Microsoft Teams</a> app and <a href="https://help.strety.com/en/collections/3600950-integrations">sync Strety To-Dos with Microsoft Planner, or MIcrosoft To Do</a>

Members can set-up their own custom <a href="https://help.strety.com/en/articles/9149408-how-to-set-defaults-for-linked-to-dos">To-Do default linkages</a>

Members can set-up their <a href="https://help.strety.com/en/articles/9367952-strety-notifications">custom notification preferences</a>

- Members only have access to the teams they are on and the personal items about them. 
 - If they are manager of another person, they will see that information and down the chain. 
- Members can integrate Strety with our <a href="https://help.strety.com/en/articles/9400427-how-to-integrate-with-microsoft-teams">Microsoft Teams</a> app and <a href="https://help.strety.com/en/collections/3600950-integrations">sync Strety To-Dos with Microsoft Planner, or MIcrosoft To Do</a>
- Members can set-up their own custom <a href="https://help.strety.com/en/articles/9149408-how-to-set-defaults-for-linked-to-dos">To-Do default linkages</a>
- Members can set-up their <a href="https://help.strety.com/en/articles/9367952-strety-notifications">custom notification preferences</a>

Coaches share many of the same permissions as Admins, with a few caveats

Coaches are non-billable - limited to 2 per account

Coaches can't be assigned to teams or items

Coaches can be be assigned as a subscriber to any team's L10 summary

- Coaches are non-billable - limited to 2 per account
- Coaches can't be assigned to teams or items
- Coaches can be be assigned as a subscriber to any team's L10 summary

Coaches have the following permissions:

Coaches can view all information about Teams. That includes all Rocks, Issues, To Dos, Scorecard Metrics, Headlines, and Agendas 

Coaches can create &amp; assign items to anyone on any team throughout the organization

Coaches can assign/reassign roles and managers for any user

Coaches can view &amp; edit anything within the Company Vision &amp; Roles Charts

- Coaches can view all information about Teams. That includes all Rocks, Issues, To Dos, Scorecard Metrics, Headlines, and Agendas 
- Coaches can create &amp; assign items to anyone on any team throughout the organization
- Coaches can invites users to Strety
- Coaches can assign/reassign roles and managers for any user
- Coaches can view &amp; edit anything within the Company Vision &amp; Roles Charts
- Coaches can deactivate users

For more on Client Users incl their permissions, <a href="https://help.strety.com/en/articles/8842627-how-to-use-strety-with-your-clients">check out this article</a>

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None of the roles above have visibility into personal/private items (unless they are that person's manager or skip level manager)

Roles & Permissions

Account Owners

Admins

Members

Coaches

Clients

Personal/Private Items