User rights management in OptiValue.ai

🧭 User roles in OptiValue.ai

👑 Owner: The most senior role. It has full access to all workspace settings, including sensitive aspects such as subscription or user management.
📋 Manager: operational manager, can create and manage projects, documents, and users within the defined framework.
👤 User : Standard user, can only access the content to which he is assigned and cannot create or manage projects.

🧱 Details of authorizations by functionality

Feature	Owner	Manager	User
Project	Create, read, modify, delete, archive	Create, read, modify (if creator), archive (if creator)	Read only if assigned
Questionnaire	Read, modify	Read, modify	Read only Modify only if assigned
Document	Create, read, modify, delete	Create, read, modify, delete	Read only
Directories (folders)	Create, read, modify, delete	Create, read, modify, delete	Read only
Subscription	Modify	No access	No access
User profile	Read, modify	Read, modify	Read, modify
Security (password, 2FA...)	Read, modify	Read, modify	Read, modify
Organization (structures)	Read, modify	Read, modify	No access
User management	Create, read, modify	Create, read, modify	No access

🔎 Common use cases

Project manager: use the Manager role to create and manage projects, supervise associated documents, and manage task allocation.
Business expert or occasional contributor: User role, limited to specific assignments. Cannot create or modify outside assignments.
Administrator or CIO: Owner role, essential for managing access, security and subscription.

✅ Best practices in role management

Avoid multiplying Owners: limit this role to those responsible for governance or security.
Use the Manager role for project or business managers.
Assign Users only once a project or task has been assigned to them.
For all new collaborators: start with User, then evolve as necessary.

📘 FAQ

Q: Can a User view a project without being assigned to it?
🅰️ No. Users will only see the project in their interface if they are assigned to it.

Q : Can these roles be changed?
🅰️ No, the roles are fixed, but the scope of access depends very much on the assignment (to a project, a task, etc.).

Q: Can a manager modify a project he hasn't created?
🅰️ No, he can only modify a project if he is its creator.

🔧 To change a user's permissions

Go to the User Management tab (Owner or Manager only).
Select the user concerned.
Click on Modify role.
Choose between Owner, Manager or User.
Validate. Modification is instantaneous.