You can set up four types of roles.
1.Administrator: All actions are allowed.
Only administrators can change Team information (e.g. change plan), remove users, and Team settings (e.g. settings of “Who can complete Tasks”).
【Typical user】Executive staff, Manager, Leader
2.Member: All features are allowed to use for information sharing in Stock.
Members are not allowed to change Team information (e.g. change plan), remove users, and Team settings (e.g. settings of “Who can complete Tasks”).
【Typical user】General user belonging to your team
3.Limited-member: Minimum features are allowed to use for information sharing in Stock.
Different from Administrators and Members, Limited-members are not allowed to check and add users, or create, edit, and delete Folders.
【Typical user】”Members of outsourced company”, “Part-time workers” who work in your office on a daily basis
4.Single-folder guest: “Single-folder guest” can join only one Folder. You can invite as many people as you want for free, regardless of the plan. Therefore, this role is most suitable for inviting external clients and business partners.
【Typical user】External clients and business partners who need to join only one Folder
The following is what can be carried out by the respective authorities.
Change Team information
Administrator | Member | Limited-member | Single-folder guest | |
---|---|---|---|---|
Change Team name | ○ | × | × | × |
Change plan | ○ | × | × | × |
Change payment information | ○ | × | × | × |
Member management
Administrator | Member | Limited-member | Single-folder guest | |
---|---|---|---|---|
Check all users | ○ | ○ | × | × |
Check of user’s email address | ○ | ○ | × | × | Invite new users | ○ | ○ | × | × |
Remove users | ○ | × | × | × |
Folder management
Administrator | Member | Limited-member | Single-folder guest | |
---|---|---|---|---|
Create a Folder | ○ | ○ | × | × |
Change description of Folder | ○ | ○ | × | × |
Change users of Folder | ○※ | ○※ | × | × |
Archive or Delete Folder | ○※ | ○※ | × | × |
Join multiple Folder | ○ | ○ | ○ | × |
※Only folders in which you are a member can be viewed and operated. Even if you have administrative rights, you cannot view or operate folders in which you are not a member.
Note function
Administrator | Member | Limited-member | Single-folder guest | |
---|---|---|---|---|
Create, edit and delete notes | ○ | ○ | ○ | ○ |
Change destination folder | ○ | ○ | ○ | ○ |
Create tag | ○ | ○ | ○ | ○ |
Edit and delete tags | ○ | ○ | × | × |
Create, edit and delete templates | ○ | ○ | × | × |
Viewing edit history | ○ | ○ | ○ | ○ |
PDF output and printing< | ○ | ○ | ○ | ○ |
Task functions
Administrator | Member | Limited-member | Single-folder guest | |
---|---|---|---|---|
Create, view, edit and delete tasks linked to notes | ○ | ○ | ○ | ○ |
Create, view, edit and delete tasks not linked to a notebook | ○ | ○ | △※ | △※ |
※With Restricted Member and One Folder Guest permissions, only tasks for which you are set as the requester or person in charge are displayed.
Message functions
Administrator | Member | Limited-member | Single-folder guest | |
---|---|---|---|---|
Sending messages | ○ | ○ | ○ | ○ |
Creating message groups | ○ | ○ | △※ | △※ |
Edit and delete message groups | ○ | ○ | × | × |
※With the Restricted Member and One Folder Guest permissions, only users who are ‘connected to themselves’ (i.e. users who have joined the same folder or message group) can be set as participants in a message group.
Folders that can be viewed and edited
Administrator | Member | Limited-member | Single-folder guest | |
---|---|---|---|---|
Folder in which I am participating | ○ | ○ | △※ | △※ |
Old Folder | ○ | ○ | △※ | △※ |
Dustbin | ○ | ○ | △※ | △※ |
※You can view and edit notes in folders in which you participate, but you cannot edit the folders themselves.
Common settings for all team members
Administrator | Member | Limited-member | Single-folder guest | |
---|---|---|---|---|
Create and edit departments | ○ | × | × | × |
Email linkage settings | ○ | ○ | × | × |
Migrating data to other teams | ○ | × | × | × |
Data export Import | ○ | × | × | × |
Data import | ○ | ○ | × | × |
Setting up single sign-on | ○ | × | × | × |
Output of access logs | ○ | × | × | × |
Output of usage reports | ○ | × | × | × |
Setting up file attachment bans | ○ | × | × | × |
Setting up a file download ban | ○ | × | × | × |
IP address restriction settings | ○ | × | × | × |
Other common team settings | ○ | × | × | × |