When you add a new team member on Fora Desktop, they'll be set as a Member by default.
Members on Fora are able to view private portals, but if you want your new teammate to be able to access full conversations, create highlights, or more, you'll want to start customizing their permissions.
To change a user's permissions, go to your Admin page and click Manage Team.
Click a person's name to edit their profile. First, you'll be able to edit their organization-level access.
With this access, they can:
| Member | Sensemaker | Admin | |
| View your private portal | ✔️ | ✔️ | ✔️ |
| Access your catalog on Fora Insights | ✔️ | ✔️ | |
| Access all collections, conversations, and highlights | ✔️ | ✔️ | |
| Create or delete collections | ✔️ | ||
| Add or delete new teammates | ✔️ | ||
| Edit privacy settings | ✔️ |
From there, you can give each team member a Role, tailoring their access to each collection. You can also toggle Upload Conversations to allow them to upload audio, regardless of their Role.
Below is an explanation of collection-specific privacy levels. With each level of access, they can:
| Viewer | Highlighter | Collaborator | Manager | |
| View conversations and highlights | ✔️ | ✔️ | ✔️ | ✔️ |
| Create new highlights | ✔️ | ✔️ | ✔️ | |
| Manage privacy level for highlights and conversations | ✔️ | ✔️ | ||
| Edit transcripts | ✔️ | ✔️ | ||
| Download highlight audio | ✔️ | ✔️ | ||
| Edit collection settings | ✔️ | |||
| View and edit draft conversations | ✔️ | |||
| Manage roles for other users in that collection | ✔️ |
If you believe you should have a different level of access and would like to request modified permissions, please contact help@fora.io.