Global Roles

This section explains how to create, edit, and manage global roles in ObservV. 
A global role is a container for permissions that define what a member can do across the organization. Global roles apply across all properties in the organization and help ensure members have the right level of access for their responsibilities.

Global roles overview

Global roles are organized by role level. Each global role, except Account owner, has a more senior sponsoring role above it. When a global role sponsors another role, that role becomes part of the same branch.
Sponsored roles can only be created at a lower role level than the sponsoring role. A sponsored role can include optional permissions granted by the sponsoring role. Global uploaders cannot sponsor Global viewers.
Administrative changes follow the branch. Global content managers and above can manage roles below them in their own branch. Members cannot manage roles in parallel branches, even if they are more senior.
Exception: Account owners can edit and remove members in their own role.

Global role levels

1. Account owner
   Can manage everything across the organization.

2. Global account manager
   Can manage everything within their own branch.

3. Global team manager
   Can invite new members to the organization. Optional permissions for managing projects, tours, and markers can also be granted.

4. Global content manager
    Can manage content, including properties, floors, hotspots, and photos. Optional permissions for managing projects, tours, and markers can also be granted.

5. Global uploader
   Can upload photos. Optional permissions for managing floors and hotspots, and for viewing photos marked as sensitive, can also be granted. Global uploaders cannot sponsor Global viewers.

6. Global viewer
   Can view photos. Optional permission for viewing photos marked as sensitive can also be granted.

   Key characteristics of global roles

• Organization-wide scope: Global roles apply across all properties in the organization.
• Role-based structure: Global roles are organized by role level, with each role sponsored by a more senior role, except Account owners.
• Branch-based management: Members can only manage roles within their own branch.
• Optional permissions: Some global roles can be given additional permissions, depending on role level and sponsoring role.
• Sponsorship rules: Sponsored roles must be created below the sponsoring role, and Global uploaders cannot sponsor Global viewers.

How To

Create a global role

1. Open Manage.

2. Open Global roles.

3. Select the relevant role level.

4. Select the global role that will sponsor the new role.

5. Open the Sponsored roles tab.

6. Click Create.

7. Enter the role name.

8. Select the role level.

9. Select any optional permissions you want to add.

10. Click Save.

    Edit a global role

11. Open Manage.

12. Open Global roles.

13. Select the relevant role level.

14. Select the global role you want to edit.

15. Open the Details tab.

16. Click Edit.

17. Update the role name, role level, or optional permissions as needed.

18. Click Save.

    Notes

• Roles higher in the same branch can edit roles below them.

• Roles at the same role level cannot edit each other’s roles unless those roles are within the same branch.

• Exception: Account owners can edit and remove members in their own role.

  Delete a global role

1. Open Manage.

2. Open Global roles.

3. Select the relevant role level.

4. Select the global role you want to delete.

5. Open the Details tab.

6. Click Edit.

7. Click Delete role.

8. Confirm the deletion.

   Notes

• Global content managers and above in the same branch can delete roles below them.

  Add members to a global role

1. Open Manage.

2. Open Global roles.

3. Select the relevant role level.

4. Select the global role.

5. Open the Members tab.

6. Click Add members.

7. Search for and select the members you want to add.

8. Confirm the selection.

   Remove members from a global role

9. Open Manage.

10. Open Global roles.

11. Select the relevant role level.

12. Select the global role.

13. Open the Members tab.

14. Find the member you want to remove.

15. Click the delete icon beside their name.

16. Confirm the removal.

    Notes

• Global content managers and above in the same branch can remove members from roles below them.

• Exception: Account owners can edit and remove members in their own role.

  Invite members to a global role

1. Open Manage.

2. Open Global roles.

3. Select the relevant role level.

4. Select the global role.

5. Open the Invites tab.

6. Click Invite members.

7. Enter the person’s email address.

8. Complete the invite details.

9. Send the invite.

   Notes

• All invites for that global role appear in the Invites tab.

• Use Invite members when the person is not yet a member of the organization.

• Use Add members when the person is already a member of the organization.

  Change the sponsoring role

1. Open Manage.

2. Open Global roles.

3. Select the relevant role level.

4. Select the global role.

5. Open the Details tab.

6. Under Sponsoring role, click Change sponsoring role.

7. Select the new sponsoring role.

8. Click Save.

   Notes

• The sponsoring role determines which branch the role belongs to.
• Management access follows the branch.