User Roles
      Back to home
      1. Actionable Knowledge Base
      2. Platform Set Up
      3. User Roles

      Actionable Platform Roles

      A number of roles that support your program success, and make up the accountability system for your participant. Here is a breakdown of different platform roles and their available permissions.

      Participant

      • Individual (i.e. team members or workshop attendees) who attends a session, or conversation, and makes a habit commitment.
      • Creates their own account when they make a habit commitment

      Accountability Buddy

      • Can be another participant, manager, or any other party inside or outside the organization
      • Invited by a participant by email to support their habit building success
      • Receives notification to view activity, give ratings and add encouraging comments/feedback, either within or outside the platform

      Host

      • Either a Facilitator that is delivering workshop or learning session that includes a Habit Builder or the Leader or Host of an Actionable Conversation with a group of participants.
      • Supports participants to make their habit commitment following session.
      • Can be granted visibility to view Commitments and add/broadcast comments to individual participants (optional)
      • Can see dashboards and materials for just the sessions they are assigned
      • Must be set up with a User account in the client organization

      Manager

      • Can be a participant in the program or not, but needs an User account in the client
      • Will have visibility on individual Commitments and activity for their direct team (i.e. assigned to specific Users in platform)
      • Provides support and coaching during the habit commitment period either directly or via comments in the platform.

      Client or Program Administrator

      • The platform administrator for either a single program or a specific client. (may not be available on all plans)
      • Can set up, manage Programs, Sessions and Modules
      • View and download reports for any programs or groups
      • Tracks data and reports on Adoption, Engagement, and Impact for their program
      • Must be set up with a User account in the client organization

      Firm User

      • The platform administrator for your Firm or Organization, with full access to all clients and data.
      • Can set up, manage Programs, Sessions and Conversations Modules
      • Can update User data, use Bulk Import or Export (if available). and create Custom Fields.
      • Can view and download reports for any programs, people or groups in the organization, including individual commitment and journal data
      • Tracks data and reports for Adoption, Engagement, and Impact
      • Must be added as a User to your account by Actionable (The number of accounts available are based on your plan).