User Profiles in Avikto
Avikto is built for teams with different responsibilities. Understanding who does what helps you find the right section of the documentation for your needs.
Roles at a Glance
| Role | Scope | Primary Focus | Key Actions | Documentation |
|---|---|---|---|---|
| Organization Admin | Entire organization | Organization setup, security, user management, integrations | Set up users, security policies, integrations, audit logs | Settings |
| Project Lead | One or more projects | Project structure, workflows, team management, reporting | Create projects, configure queues, manage workflows, generate reports | Working with Projects, Building Automation |
| Case Manager | Cases within a project | Case processing, team coordination, workflow execution | Create/update cases, assign work, move cases through workflow | Working with Cases |
| Case Worker | Assigned cases and queues | Case processing and resolution | Pick up cases, update status, communicate, resolve | Working with Cases |
| Team Lead | One or more teams within a project | Team workload, performance monitoring, process improvement | Monitor metrics, reassign cases, identify bottlenecks, escalate blocked items | Analytics and Reporting |
| Manager / Executive | Organization or multiple projects | Performance tracking, resource allocation, strategy | Monitor SLAs, track metrics, allocate resources, report to leadership | Analytics and Reporting |
How Roles and Permissions Work
Organization vs. Project Scope
- Organization roles (Admin, etc.) control who can configure org-wide settings
- Project roles (Lead, Manager, Worker, Viewer, etc.) control what people can do within specific projects
- The same person might be an Admin at the org level and a Worker within a specific project
Permission Inheritance
- Organization admins have access to all projects and settings
- Project-level roles are scoped to that project only
- A person can have different roles in different projects
Custom Roles
Both organization admins and project leads can create custom roles with specific permission combinations, allowing for fine-grained control. For example, a Reviewer role might allow viewing and commenting but not editing; an Approver role might allow status changes but not case creation.
Next: Learn the Terminology used throughout Avikto.