Task Management - Roles & Permissions

Task Manager

• Has visibility into all Tasks. Manages users with Task Access and manages Task Management settings.

• There may only be one Task Manager at the Client level.

Task Admin

• Has visibility into and can act on all Tasks at suborgs they have permissions to

• Task Admins are automatically assigned to Tasks submitted for their sub-org.

• There may only be one Admin per suborg. The Task Manager is the default Task Admin per suborg.

Task Responder

• Can respond to tasks assigned to them by Task Admins and Task Managers

• There is no limit on the number of Responders per sub-org.