User Roles Explained
Dock has four roles on the internal user level:
Super Admin: Person who owns the Dock account and handles billing and/or security. The main point of contact.
Admin: People who help to setup the infrastructure related to Dock. This means setting up integrations, adding content, creating templates, and editing any in-flight workspaces.
Standard: The average Dock user — typically sales reps, success managers, account managers, etc. These users are only allowed to edit workspaces they own (unless explicitly added as an editor to the space).
Please keep in mind, only Admins and Super Admins in Dock are able to view and adjust user roles.
How to Invite New Users
To invite new team members to Dock and give them access to the system, follow the steps below.
Step 1: Navigate to your Admin settings
Step 2: Click People & teams
Step 3: Click on the Invite button on the top right
Not seeing the Invite button? You may have SCIM configured. In this case, your IT team will manage acccess to Dock.
How to Edit User Roles
You can set a user role when initially inviting the user to Dock (assuming SCIM is not configured) OR once they have accepted their invite.
Step 1: From the home screen, click Settings on the lefthand nav bar.
Step 2: Under General > click on People & Teams.
Step 3: To the right of the member's name, click on the ellipsis (...).
Step 4: Select Edit from the dropdown.
Step 5: From this screen, click on the User Type dropdown to change the user's role.
User Roles Breakdown
Below is an explanation of the core differences between users:
| Super Admin | Admin | Standard |
Adjust Profile Information | X | X | Only their own |
Setup Teams | X | X |
|
Invite Members | X | X |
|
Manage Integrations | X | X |
|
Create Workspaces | X | X | X |
Edit Any & All Workspaces | X | X |
|
Create Workspace Templates | X | X | Private only |
Adjust Company Information | X | X |
|
Create Security Profiles | X | X |
|
Manage the Content Library | X | X |
|
Create Learning Playbooks | X | X |
|
Add Products to Order Form Library | X | X |
|
Setup SSO | X |
|
|
Billing | X |
|
|