CloudCard User Roles

There are several roles with different privileges that can be assigned to users within CloudCard. These roles are assigned a la carte. They are completely separate with no overlap. In other words, a director-level user cannot approve photos like an office user - they are completely different roles. The director would need the office role in order to utilize office role privileges. There will certainly be many situations where a user will want / need multiple roles. Let's look at the different roles you can have in CloudCard. 

Role Privileges
Super Director *Enterprise and A+ Plans
  • edit organizational settings
Director
  • add / edit user roles
  • edit email templates / groups
  • view reporting dashboards
  • access to Bulk import history
Email Editor (requires Director role)
  • edit HTML portions of email templates
Office
  • create / edit cardholders
  • approve / deny photos
  • assign / remove users to a cardholder group
  • bulk import users via CSV files
CSV Importer
  • only import CSV files via Bulk Import
  • no access to Bulk import history (only director)
Service
  • designates an account as being used by an integration service
    • i.e. CloudCard Photo Downloader
  • enables retrieval of API authentication tokens
  • protects API authentication tokens from deletion
Cardholder
  • access to the application
  • submit own photo
  • submit own supporting documents
  • submit answers to custom field questions
Group Manager *Enterprise and A+ Plans
  • able to approve/deny photos for their Cardholder Group only
  • can receive reminders when photos are still needed from their group members
  • can receive a notification when there are pending photos in their group
Person Manager *Enterprise and A+ Plans
  • only able to approve/deny photos for specific other users who are associated directly to them
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