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Managing Account Permissions

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Important:

Bloom Growth utilizes role-based permissions to manage user access within the platform. Administrators can assign and modify permissions to ensure users have appropriate access privileges. While there is no technical limit to the number of administrators, we recommend limiting admin roles to a few trusted individuals to minimize risks and maintain accountability.

User Roles and Icons

Roles are represented by specific icons and colors in the Bloom Growth interface:

Role Icon Description Access Level
Admin Gold Crown Full access to settings, meetings, users, and organizational tools.
Supervisor Light Blue Crown Can manage meetings and view assigned members, but cannot edit organizational settings.
Base User Blue Silhouette Limited to meetings they are assigned to. No access to organizational settings.
Placeholder User White Silhouette or White Crown Inactive or pending users. Cannot interact with the platform until activated.
People Tools User Purple Silhouette Access restricted to People Tools features.

Assigning Admin Permissions

Only Admins can grant admin permissions. Follow these steps:

Better Bloom Version:

  1. Click your organization’s name (bottom-left corner).

  2. Navigate to Organization Settings → Members.

  3. Locate the user and click their current role icon (blue crown or silhouette).

  4. Check the “Is an admin” box.

  5. Click Save.

Legacy Version:

  1. Click your profile name/icon (top-right corner).

  2. Select Manage Organization.

  3. Click the user’s role icon (blue crown or silhouette).

  4. Check the “Is an admin” box.

  5. Click Save.

Note: The user’s icon will update to a Gold Crown. Refresh the page if changes don’t appear immediately.

Assigning Supervisor Permissions

Supervisors are auto-assigned based on the Org Chart:

  1. Add a direct report (even an empty placeholder) under the user in the Org Chart.

  2. The user’s icon will change to a Light Blue Crown.

Role Permissions

Admins (Gold Crown): Can fully manage the organization. They add/remove users, edit the Org Chart, Business Plan, and Core Values, access all meetings (current and archived), adjust organizational settings, and view all data.

Supervisors (Light Blue Crown): Can only access meetings they’re part of, manage their direct reports, and edit their own profile. They cannot invite new users, edit the Org Chart, or access meetings they aren’t assigned to.

Base Users (Blue Silhouette): Can only access meetings they’re part of and manage their own tasks/items. They cannot edit organizational settings, user roles, or view meetings they aren’t in.