Accountability Chart permissions determine who can view, edit, and publish Accountability Chart drafts within your organization.
Draft permissions help organizations collaborate on Accountability Chart updates while maintaining control over the official published version.
Draft Permissions
By default, Accountability Chart drafts are only accessible to the user who created them and other users with the appropriate permissions.
Owners and Admins
Owners and Admins can:
Create Accountability Chart drafts
View Accountability Chart drafts
Edit Accountability Chart drafts
Delete Accountability Chart drafts
Share Accountability Chart drafts with other users
Publish Accountability Charts using Make Live
Members
Members can:
View Accountability Chart drafts when granted View access
Edit Accountability Chart drafts when granted Edit access
Publish a draft as the official Accountability Chart when granted Edit access
Members cannot:
Create Accountability Chart drafts
Delete Accountability Chart drafts
Publish a draft when they only have View access
Sharing Accountability Chart Drafts
Owners and Admins can grant access to Accountability Chart drafts for collaboration.
Depending on the permission assigned, users may receive:
View Access: Allows users to view the draft.
Edit Access: Allows users to make changes directly to the draft.
Users with Edit access can save changes directly to the Accountability Chart draft.
A Member with Edit access can also publish the draft as the official Accountability Chart using Make Live.
Live Accountability Charts
When an Accountability Chart draft is complete, an Owner, an Admin, or a Member with Edit access can publish it by clicking "Make Live."
Once an Accountability Chart is made Live:
It becomes the organization's official Accountability Chart.
Users throughout the organization can view it.
Additional visibility settings are not required.
Delegation
Owners and Admins can delegate sections of an Accountability Chart draft to Seat Owners.
When a seat is delegated:
The Seat Owner receives a to-do.
The to-do includes a link to the Accountability Chart Builder.
The user can complete their portion of the Accountability Chart directly within the draft.
Q&A
Who can create Accountability Chart drafts?
Only Owners and Admins can create Accountability Chart drafts.
Can Members edit Accountability Charts?
Yes. Members can edit Accountability Chart drafts when they have been granted Edit access.
Who can publish an Accountability Chart?
Owners and Admins can always publish Accountability Charts using the Make Live action. A Member who has been granted Edit access to a draft can also publish it as the official Accountability Chart.
Do I need to configure visibility settings after publishing?
No. Once an Accountability Chart is made Live, it becomes available throughout the organization.
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