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 support@askdonna.com.