The Enterprise Plan is a great way to give members of your organization access to Flippr, with centralized billing and account management as well as advanced sharing and security features. When you add members to your organization, they can assume one of five potential roles:
This page will first explain these roles, and then it will walk through how to change the role of a member of your organization.
A Member is a regular Flippr user in your organization. Members can use all of the document review tools and services offered by Flippr, but they cannot adjust any account settings or see who else is in the organization besides Admins and Owners. Members can only see projects and documents that have been explicitly shared with them, regardless of whether the person doing the sharing is in the same organization.
Membership Admins have all of the capabilities of a Member, plus they can add or remove Members from the organization. They can also upgrade or downgrade any member's role between Membership Admin and Member, but they can't upgrade or downgrade anyone's role to or from Organization Admin or Owner.
Organization Admins have all of the capabilities of Membership Admins plus the ability to change anyone's role in the organization besides Owners. They also have access to the following portals under Account Settings:
On the General page, Organization Admins can set up SSO and adjust data retention settings.
On the Billing page, Admins can update the account payment method and view invoices.
An Organization Owner has all of the capabilities of an Organization Admin. Additionally, only Organization Owners can change the role of an Organization Owner. We recommend setting more than one Organization Owner.
Members with the Compliance role have access to the Projects portal, but these members do not have access to any other pages in Account Settings. Only members with the Compliance role have access to this page.
Note: This role is only relevant for Enterprise Plan organizations with Flippr Workspace enabled. To turn on Flippr Workspace, an organization Owner must reach out to support@flippr.ai. It cannot be turned on in the application.
On the Projects page, Compliance users can see all projects created by members of the organization.
By clicking on the more options button in any project row, Compliance users can:
Note: By adjusting your data retention settings, you can choose to retain projects and documents in this portal even after they are deleted. Alternatively, you can elect for projects to be deleted automatically after 90 days of inactivity.
Please note that you must have Admin privileges. Read above for more information.
To get to Account Settings, click on your profile in the top left and select that option from the dropdown menu:
After clicking on the Plan and Members tab, you can update any users role by clicking the more option button on any row in the Account members table.
