Actionable Platform Roles

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

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

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

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.

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

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).

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.