Orthogramic Admin provides a comprehensive overview of the different administrative roles within the Orthogramic application and their respective permissions. Orthogramic is designed to manage organizational data, documents, and business architecture efficiently, and understanding these roles is essential for effective administration, configuration, and management of these elements.
Role Descriptions: Detailed descriptions of each admin role, including Admin, Data Admin, Compliance Admin, and User Admin.
Permissions Overview: Clear guidance on the permissions and responsibilities associated with each role.
Best Practices: Tips for effectively assigning roles based on the needs and structure of your organization.
The Admin role has comprehensive rights to oversee and make changes across all aspects of the Orthogramic app. Key responsibilities include:
Full access to system settings and high-level security configurations.
Managing document types, states, versions, and relevance.
Overseeing data merging and mapping processes.
Archiving and deleting documents.
Ensuring document quality and alignment with ISO 9001 standards.
Managing user accounts, roles, and permissions.
The Data Admin focuses on managing documents and data quality. Key responsibilities include:
Managing document types, states, versions, and relevance.
Overseeing data merging and mapping processes.
Ensuring document quality and alignment with ISO 9001 standards.
Limited to document and data management without access to overall system administration or user account management.
The Compliance Admin ensures that all documents comply with regulatory and organizational standards. Key responsibilities include:
Archiving and deleting documents.
Ensuring document quality and alignment with ISO 9001 standards.
Limited to compliance-related tasks without access to system administration or user account management.
The User Admin manages user accounts and permissions within the Orthogramic app. Key responsibilities include:
Managing user accounts, roles, and permissions.
Limited to user account management without access to system administration or document management.
Billing Admin
The Billing Admin is responsible for managing all aspects related to billing, payments, and subscription management within Orthogramic.
Manage Billing and Payment Settings
Invoice Management
Subscription Management
Payment Processing
Understanding the specific rights and responsibilities of each admin role helps ensure that the Orthogramic app is used effectively and securely. Assign these roles based on the needs and structure of your organization to maintain a streamlined and compliant data management system.
These are the admin roles in Orthogramic.
The Administrator has comprehensive rights to oversee and make changes across all aspects of the Orthogramic app. This includes:
Administration and Configuration: Full access to configure the system settings, manage the overall administration, and handle high-level security settings.
Document Type, State, Version & Relevance: Can manage document types, states, versions, and their relevance.
Data Merging & Mapping: Has rights to oversee data merging and mapping.
Document Archive & Delete: Can archive and delete documents.
Document Quality & ISO 9001 Alignment: Ensures documents meet quality standards and align with ISO 9001.
User Accounts and Permissions: Manages user accounts, roles, and permissions.
Billing and Payments: Assigning Billing Admin Roles
The Data Admin focuses on managing documents and data quality. This role includes:
Document Type, State, Version & Relevance: Can manage document types, states, versions, and their relevance.
Data Merging & Mapping: Responsible for overseeing data merging and mapping.
Document Quality & ISO 9001 Alignment: Ensures documents meet quality standards and align with ISO 9001.
Limitations: Does not have rights to overall administration, configuration, or managing user accounts and permissions.
The Compliance Administrator ensures all documents comply with regulatory and organisational standards. This role includes:
Document Archive & Delete: Can archive and delete documents.
Document Quality & ISO 9001 Alignment: Ensures documents meet quality standards and align with ISO 9001.
Limitations: Does not have rights to administration and configuration, managing document types, states, or user accounts and permissions.
The User Administrator manages user accounts and permissions within the Orthogramic app. This role includes:
User Accounts and Permissions: Manages user accounts, roles, and permissions.
Limitations: Does not have rights to administration and configuration, managing document types, states, or document quality.
The Billing Admin is responsible for managing all aspects related to billing, payments, and subscription management within Orthogramic. This role ensures that the organization’s financial information is maintained and managed securely.
Manage Billing and Payment Settings:
Full access to view and update the organization’s billing information, including payment methods and billing addresses.
Ability to view current subscriptions, manage upgrades, downgrades, and cancellations.
Invoice Management:
Access to view, download, and send invoices to designated contacts within the organization.
Ability to set up invoice reminders and follow up on any overdue payments.
Subscription Management:
Control over subscription renewal settings, including changing billing cycles and adjusting subscription plans.
Ability to modify features and add-ons within the subscription plan.
Remove and Assign Billing Admins:
The first user who signs up for Orthogramic is automatically assigned the role of Billing Admin.
Only another Admin can remove or change the role of a current Billing Admin, ensuring secure control over financial management.
Payment Processing:
Access to manage and approve payments, including adding or updating payment methods (e.g., credit cards, bank transfers).
Ability to handle failed payment retries and follow up on payment status.
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Understanding the specific rights and responsibilities of each admin role helps ensure that the Orthogramic app is used effectively and securely. Assign these roles based on the needs and structure of your organisation to maintain a streamlined and compliant data management system.