User roles and permissions
In your Donna account, users can have different roles. Here's an overview of what they can or cannot do.
Owner has full control over the account
invite and remove users
configure account integrations
edit organization details
configure templates, pre-meeting briefings and data quality nudges and personal integrations
Admin can do everything the Owner can
User has limited permissions
edit their own profile
configure pre-meeting briefings
configure personal integrations
All roles are able to
view all meetings and conversations, including those of other users within the organization
Inviting new users
❗ To ensure proper integration with your CRM, make sure to invite your team members using the same email address as used in the CRM.
Navigate to Settings > Team to start adding new users to your account. Click the ‘Add user’ button on the top right.
You can start inviting one or multiple people to your account using their email address. They will receive an invite link to log into the platform.
Managing user roles
When inviting your users, you can assign them to a specific role. If you want to change a users role at a later stage, please contact our support team at [email protected].