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Role-Based Access Control (RBAC)

What each role at the organization, team/teammate, and document levels can access and do.

Written by Tom O'Dea

Blissbook Collaborators can have roles at 3 different levels:

Your Organization

Your Organization in Blissbook is like your account or company. People with an administrative role on your Organization can view and/or edit how your Organization is set up in Blissbook. The possible Organization Admin roles are:

To edit who has Organization-level access, click "Collaborators" with the user-crown icon in the main side nav under ORGANIZATION. If you don't see it, that means you don't have an admin role on the org (ask a colleague for help). Blissbook will display all Collaborators across your Organization and what they have access to. To view/modify a Collaborator's access, click on their row.

Then click the Organization dropdown to choose a different role:

Your Team

Your Documents and Policies in Blissbook are owned by a Team. If you want to grant a specific type of access to all documents and policies owned by your Team, assign a role at the Team level.

Team Roles allow you to add different Teammates who can help you with your documents:

  • Editors can help you maintain content without being distracted by everything else in Blissbook.

  • The ability to publish (Publishers) is a separate permission so you can have editing help without losing total control of your document.

  • The Reporting Only role allows your employee relations or HRBPs to view/print documentation on employee signatures without being able to edit.

The possible Team roles are:

  • Team Owners: Can create new documents. Full access to view, edit, & publish all documents and manage sharing for teammates and documents. Can publish, edit, suggest, comment on, & share all policies with teammate access enabled.

  • Publishers: Can view, edit, & publish any document. Can publish, edit, suggest, & comment on all policies with teammate access enabled. Limited sharing capability on policies.

  • Editors: Can view & edit any document. Can edit, suggest, & comment on all policies with teammate access enabled. Limited sharing capability on policies.

  • Policy Commenter: Can suggest & comment on all policies with team access still enabled. Limited sharing capability on policies.

  • Policy Viewer: Can view all policies with team access still enabled. Limited sharing capability on policies.

  • Reporting-Only: Can report on all documents and can view audience members’ current or historical live documents on the Reporting page. (requires a PRO subscription).

✨ Notes:

  • You can turn off Team access at the Document/Policy-level if there is at least one collaborator with "Full Access". This gives you the ability to isolate Documents/Policies access to only a small group of stakeholders. (Doing this on a policy require PRO).

  • You can add additional permissions to any role like

    • Creator: Can create new Documents and Policies

    • Reporting: Adds Reporting-Only permissions.

  • You can view all the available & assigned permissions by clicking "Customize" in the dropdown above:

  • On the roadmap: Allowing multiple Teams to live within your Organization. This would allow you to have different documents owned by different Teams where you won't interfere with each others' work.

Document Sharing

Your documents in Blissbook can have individual collaborators to help edit the document content (Publisher or Editor) in addition to your Teammates. There are two places you can control access.

To edit a Document's Collaborators via the Document

  1. Click the Share button on your HOME page next to the appropriate document:

    demonstration of where the Share button is

  2. Either

    1. Add Collaborators via "Invite collaborators by email or name"

    2. Edit a Collaborator's access by clicking the dropdown to the right of their name.

    3. Enable/Disable team-sharing by clicking the toggle switch to the right of "Teammates at {yourOrganization}"

To edit a Collaborator's Document (or Policy) Access via Collaborators

  1. Click on the "Collaborators" page in the left-side nav.

  2. Click on a collaborator's row to open their details panel.

  3. Assign a role next to the document you want them to collaborate on:

Policy Sharing

Sharing in Policies is covered in this help article.

If you have any questions about how roles work in Blissbook, contact our support team!

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