Team Management

The right people, with the right access.

Assign roles, manage permissions and share workflows, so your team works efficiently with security and accountability built in.

  • User role assignment
  • Permissions management
  • Collaboration workflows
Team settings in ReportsVault with users, roles and reminder emails
Users · Roles
Eleanor Patterson
RoleSuper admin
Overview

Collaboration with control built in.

Defined user roles and permissions keep work secure and accountable, without slowing your team down.

Role-based access

Control who has access to specific features and data.

Collaboration tools

Work together on shared documents and workflows.

Activity tracking

Monitor team activity with real-time dashboards.

Key features

Set roles once. Every permission follows.

Give each person a role, decide what that role can see and do, and let shared workflows carry the rest.

  • User role assignmentGive every team member a defined role.
  • Permissions managementControl access to features and data, role by role.
  • Collaboration workflowsShare documents and workflows across the team.
Adding a user in ReportsVault with role and permission settings
Outcomes

Secure, accountable, efficient.

Secure by role

People see the features and data their role allows, and nothing more.

Accountable by default

Defined roles mean every action has a clear owner.

Efficient collaboration

Shared workflows replace hand-offs and permission requests.

Clients, collaborators and co-innovators across industries

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See it with your own team.

A walkthrough built around your department's real process.

Prefer to talk first? Contact our team