Users 👩🦰🧓👨🏾🦰
There are 4 roles in Canyou: Member, Supervisor, Admin, and Owner. Each role builds on the one below it.
Member
The base role. Members can only access and complete the workflows that have been assigned to them. They have no administrative access.
Supervisor
Limited privileges, as follows:
A Supervisor can:
- Add, edit, and remove members
- Manage and assign workflows
- Send reminders to members
- Manage certifications
- Message members
- Use integrations (Xero, MYOB, etc.)
A Supervisor cannot:
- Access the Settings menu
- Invite admin users
- Access the User Documents section within a users profile
- Register a business
- View workflows completed by other members
Admin
Admins have full access to the platform, with the exception of changing ownership and archiving or deleting a business - both of which are reserved for Owners.
Owner
Owners have full access to everything an Admin can do, plus three exclusive capabilities:
- Change ownership - promote any member to Owner, or demote an existing Owner to a lower role. Only an Owner can make this change.
- Archive business - make a business read-only and stop everything automatic, while keeping its records. See Archive a business.
- Delete business - permanently delete a business from Canyou.
There can be multiple Owners within a business. Any Owner can promote or demote any other Owner.
NextInvite a member NextInvite a supervisor NextInvite an admin NextChange a user's role NextKeep notes on a user