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How to Manage Access, Roles & Permissions

This guide helps administrators understand how to add team members to Narratize and manage their permissions.

Updated over a month ago

Narratize uses a simple three-tier permission structure: Organization → Group → Hub. Each level has only two roles: Admin and Member, with customizable permissions for Members. Admins are given full access to all capabilities within their assigned tier(s).

Organization Roles

Org Admin

  • Has complete control over the entire organization

  • Can create and manage all Product Groups and Hubs

  • Can invite new users to Narratize and manage all permissions

  • Can access organization settings, such as Personas

  • Automatically has admin access to everything in the organization

Org Member

  • Basic user account with no inherent permissions

  • Must be assigned to Groups and/or Hubs to access features

  • Permissions depend on their customized access in Groups/Hubs


Group Roles

Group assignments are not required. They are a faster way to auto-assign a Member to the same set of permissions across all Hubs within the Group.

Group Admin

  • Has complete control over their assigned Group

  • Can create and manage all Hubs within their Group

  • Can add/remove members and customize their permissions

  • Automatically becomes Hub Admin for all Hubs in their Group

  • Has full access to all documents in all Group Hubs

Group Member

  • Can be assigned customized permissions

  • All Members can view all Hub knowledge and drafts by default


Hub Roles

Hub Admin

  • Has complete control over their assigned Hub

  • Can manage Hub members and customize their permissions

  • Has full access to all documents in the Hub

Hub Member

  • Can be assigned customized permissions

  • Default Member Permissions: When you add a Member to a Hub, they automatically get:

    • ✓ View all documents

    • ✓ Use chat to query knowledge

    • Additional permissions (Edit, Delete, Save as Knowledge, etc.) can be explicitly granted based on their role needs.


Member Permissions

Below is a list of available permissions that Admins can turn on or off for each Member, at the Group or the Hub level.

  • View: UNEDITABLE: All Members of a Group or Hub can View.

  • Edit: Enables users to modify the content of existing documents.

  • Delete: Permits users to permanently remove documents from a hub.

  • Comment: Allows users to add comments and feedback on documents without changing the document content itself.

  • Download: Allows users to export documents to their local device.

  • Copy as Draft: Permits users to create a duplicate of an existing document as a new draft for further editing (Note: this is required in order to edit or manage approvals for an uploaded knowledge source).

  • Save as Knowledge: Enables users to convert draft documents into knowledge documents, making them searchable and available as source material for AI-powered features.

  • Manage Approvers: Allows users to assign and remove approvers for document approval workflows at specific stages.


Key Points to Remember

  1. Admins access everything: Full access to all features within their domain

  2. Permissions flow downward:

    • Organization → Group → Hub → Document

    • Higher-level permissions auto-apply to lower levels

    • Group assignments are not required. They are a faster way to auto-assign a Member to the same set of permissions across all Hubs within the Group.

Typical Setup Guide

  1. Org Admin invites users as Organization Members

  2. Org Admin assigns Members to Groups and/or Hubs (as Admin or Member with specific permissions)

    1. Some organizations elect to assign Group Admins, first, who are then responsible for assigning their teams the correct Group and/or Hub access. This is an organization decision based on your own team structure and culture.

  3. Admins or Document Creators can grant additional document-specific permissions, such as assigning approvers, as needed


Need immediate assistance? Email [email protected] or contact your Customer Success Manager directly.

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