You can assign different roles to different members of your organization to give them different permissions. This article describes what users with each role - Org Admin, Admin, Manager, or KT Admin - is able to do.
Organization Management
| Org Admin1 | Admin1 | Manager | KT Admin | |
|
View All Users and User Profiles |
Yes | Yes | Yes | Yes |
| Add, Edit, Remove Users | Yes | Yes | No | No |
| Assign and Remove Subscription | Yes | No | No | No |
| Assign and Remove Roles | Yes | Yes | No | No |
| Purchase Subscriptions | Yes | Yes | No | No |
| Change User Location | Yes | Yes | No | No |
| View Hierarchy | Yes | Yes | Yes | Yes |
| Resend Welcome Emails | Yes | Yes | Yes | Yes |
| Utilization Analytics | Yes | Yes | Yes | No |
| View and Share Any User's Templates2 | Yes | No | No | No |
1 - An Org Admin is a user with the role of Admin at the Practice level (i.e. the top of your organization hierarchy). An Admin is a user with the role of Admin at the Clinic or Region level. Learn more about assigning roles to your staff.
2 - This feature is not available if your organization has disabled template sharing. Template sharing can be enabled or disabled by reaching out to Admin Support.
Knowledge Tracks
| Org Admin1 | Admin1 | Manager | KT Admin | |
| View All Tracks | Yes | Yes | No | Yes |
| View Tracks Assigned to Employees | Yes | Yes | Yes | Yes |
| View (and Download) Track Reporting | Yes | Yes | Yes | Yes |
| Create, Edit, Delete Tracks | Yes | Yes | No | Yes |
| Assign Tracks (Manual) | Yes | Yes | No | Yes |
| Create and Edit Automatic Assignments | Yes | Yes | No | Yes |
| Create and Edit Automatic Notifications | Yes | Yes | No | Yes |
| Send Manual Notifications | Yes | Yes | Yes | Yes |
| Duplicate Tracks | Yes | Yes | No | Yes |
| Publish Knowledge Track | Yes | Yes | No | Yes |
| Cross-track Reporting | Yes | Yes | Yes | Yes |
1 - An Org Admin is a user with the role of Admin at the Practice level (i.e. the top of your organization hierarchy). An Admin is a user with the role of Admin at the Clinic or Region level. Learn more about assigning roles to your staff.
Custom Fields and User Groups
| Org Admin1 | Admin1 | Manager | KT Admin | |
| Create, Edit, and Remove Custom Fields | Yes | No | No | No |
| Update Employee Custom Field Data | Yes | No | No | No |
| Filter by Custom Field (People, KT Dash, KT Assign) | Yes | Yes | Yes | Yes |
| Create, Edit, and Remove User Groups | Yes | No | No | No |
| Filter by User Group (People, KT Dash, KT Assign) | Yes | Yes | Yes | Yes |
1 - An Org Admin is a user with the role of Admin at the Practice level (i.e. the top of your organization hierarchy). An Admin is a user with the role of Admin at the Clinic or Region level. Learn more about assigning roles to your staff.