Understanding Permission Profiles in ScopeBetter – Scope

Overview

ScopeBetter provides a flexible permission system that allows administrators to control user access and capabilities within the platform. This article explains the out-of-the-box permission profiles available and how they can be customized to meet your organization's needs.

Access Levels

Every user in ScopeBetter is assigned one of two access levels:

Administrator - Full platform access with the ability to manage settings, users, and permissions
User - Standard access with permissions defined by their assigned permission profile

What Are Permission Profiles?

Permission profiles are predefined sets of permissions that determine what actions a user can perform in ScopeBetter. These profiles help organizations:

Align user access with license limitations
Enforce internal policies and procedures
Maintain consistent access control across teams
Quickly onboard new users with appropriate permissions

Customizing Permission Profiles

Administrators have full control to manage permission profiles:

Edit existing profiles to modify permissions
Delete profiles that are no longer needed
Duplicate profiles to create variations
Rename profiles to match your company's terminology and language

Default Onboarding

When new users are first added to ScopeBetter, they are automatically assigned the Member permission profile. Administrators can then change this to a more specific permission profile based on the user's role and responsibilities.

Out-of-the-Box Permission Profiles

The available permission profiles depend on whether your account is set up as an Agency or a Company.

Agency Account Profiles

For organizations operating as agencies, the following permission profiles are available:

Admin User - Full administrative capabilities
Sales User - Focused on sales activities and client management
Project Team - Scoper - Project team members with scoping capabilities
Account Teams - Scoper - Account team members with scoping capabilities
Finance User - Access to financial data and reporting
Reviewer - Can review and provide feedback on scopes
Approver - Can approve scopes and deliverables
Super Reviewer - Enhanced review capabilities across multiple projects
Super Approver - Enhanced approval authority across multiple projects
Technical User - Technical system access for integrations and API usage

Company Account Profiles

For organizations operating as companies, the following permission profiles are available:

Admin User - Full administrative capabilities
Sales Consultant - Sales and business development activities
Project Owner - Scoper - Project ownership with scoping capabilities
Consultant - Scoper - Consulting team members with scoping capabilities
Finance User - Access to financial data and reporting
Reviewer - Can review and provide feedback on scopes
Approver - Can approve scopes and deliverables
Super Reviewer - Enhanced review capabilities across multiple projects
Super Approver - Enhanced approval authority across multiple projects
Technical User - Technical system access for integrations and API usage

User-Level Permission Customization

While permission profiles provide a standardized approach to access control, administrators can further customize permissions for individual users when needed.

How It Works

Administrators can modify permissions for specific users in the Members area of the platform
These modifications override the default permission profile settings
When permissions are customized at the user level, the system displays the permission profile as "User defined"

When to Use User-Defined Permissions

Consider customizing permissions at the user level when:

A user needs temporary access to specific features
An individual's role doesn't fit neatly into existing profiles
Testing new permission combinations before creating a new profile
Handling unique or exceptional access requirements

Best Practices

For Administrators

Start with standard profiles - Use out-of-the-box profiles whenever possible for consistency
Document customizations - Keep records of why certain profiles were modified or why users have custom permissions
Review regularly - Periodically audit user permissions to ensure they remain appropriate
Use meaningful names - Rename profiles to match your organization's terminology for better clarity
Limit user-defined permissions - Reserve individual customization for exceptional cases only

For Organizations

Align with policies - Ensure permission profiles reflect your internal security and compliance requirements
Consider licenses - Configure profiles to respect license limitations and maximize value
Plan for growth - Create profiles that can scale as your team expands
Maintain separation of duties - Use different profiles to enforce appropriate segregation of responsibilities

Managing Permission Profiles

Where to Find Permission Settings

Administrators can manage permission profiles in the platform's administrative settings area accessible through Application settings. User-level permissions are managed in the Members section.

Making Changes

Navigate to the permission profile management area
Select the profile you want to modify
Adjust permissions as needed
Save changes
Assign the profile to relevant users

Click here for more detailed instructions.

Impact of Changes

Remember that changes to permission profiles affect all users assigned to that profile. If you need to test changes, consider:

Duplicating the profile and testing with a single user first
Creating a new profile rather than modifying an existing one
Using user-defined permissions for individual testing

Summary

ScopeBetter's permission system provides flexibility and control through:

Two access levels (Administrator and User)
Account-type-specific permission profiles (Agency or Company)
Customizable out-of-the-box profiles
Individual user-level permission overrides
Easy profile management for administrators

This system enables organizations to maintain security and compliance while providing users with the access they need to be productive.