Account Permissions

• Admin status -gold crown 
• Supervisor status -blue crown
• Base user -blue silhouette icon
• Placeholder user - white silhouette or crown icon
• People Tools only user - purple silhouette icon

Only administrators can give another user account admin permissions. Follow the steps below to assign admin permissions:

1. Click the drop-down by your name/icon
2. Click Manage Organization
3. Click the current permissions status icon (crown or silhouette) all the way to the left of a user's name.
4. Check the box that says Is an admin
5. Click Save

Important Information

The user's status icon will turn into a gold crown. Refresh the page if it does not update automatically.

To give a user  Supervisor permissions, add a box under them on the Org Chart to indicate they have a direct report. You can leave this box blank. 

If you do not want to add blank items to the Org Chart, submit a ticket to the Client Success team, we would be happy to give a user Supervisor permissions without the need for changes to the Org Chart. 

Note: Any person with direct reports on the Org Chart, will automatically be made a supervisor.

  Admins:

• Have full access to Bloom Growth and can make changes to all meetings and settings.
• Add/remove users.
• Send invites.
• Add items to all the users in the organization. 

  Supervisors: 

• Can create meetings (but cannot invite brand new users)
• View the 'Manage Organization' page (but only see the Members tab)
• Can only see the meetings they are listed as an attendee of
• Cannot add or delete users
• Can add items to themselves and their direct reports. 

  Base Users: 

• Can only see the meetings they are listed as an attendee of
• Do not have access to the Manage Organization section at all
• Cannot make changes to the Org Chart, can ONLY VIEW.

 Note: If you would like some assistance customizing your permissions, please submit a ticket to the Client Success team.