Roles and permissions

Everyone in your organization has one of three roles: member, admin, or owner. Members are your researchers. Admins run the day-to-day. Owners set up the organization and control what admins can do.

What each role can do

Members

Member is the default role, and the right one for everyone who uses Atom to find funding and write proposals: faculty, postdocs, and staff researchers. Members get the full researcher experience, including their dashboard, proposals, and research profile, and each member controls their own privacy with Incognito Mode in profile settings.

Admins

Admins are the day-to-day operators. On top of everything a member can do, they get the admin console: inviting and importing researchers, organizing departments, viewing analytics and activity logs, opening any member's profile and activity, seeing the whole proposals board, and setting the proposal rules that apply to every submission.

There are two things to know about what admins see:

• Admins manage members, not each other. An admin cannot open another admin's or owner's profile or activity, and admin activity never appears in the logs. Only owners can see everyone.
• Admins may be scoped to their department. When the "Restrict admins to their department" setting is on (it is on by default), admins only see proposals, analytics, and researchers within their own department and its sub-departments. An admin who is not assigned to a department sees the whole organization.

Owners

Owners have every admin capability, plus organization setup and governance. Only owners can run organization onboarding, manage the organization's logo and branding, view other admins' and owners' profiles, and promote someone to owner. Owners always see the whole organization, regardless of department restrictions.

Owners also control the permission settings, found under Admin, then Settings:

• Restrict admins to their department scopes each admin's view of proposals, analytics, and researchers to their own department and its sub-departments.
• Restrict proposal editing to owners keeps proposals read-only for admins unless they have been added to a proposal as a team member.

Who should have each role

• Members: every researcher. This is where nearly everyone in your organization belongs.
• Admins: research development and grants office staff who support researchers day to day, such as college or department research administrators.
• Owners: the central research office leads accountable for Atom at your institution, such as the VPR office. Keep the owner list short, but have at least two so no single person is a bottleneck.

Changing someone's role

From the researchers page, open the menu on any researcher to make them an admin, or to change an admin back to a member. Owners see an additional option to make someone an owner, and can change any role from the researcher's settings page. You can also grant the admin role up front when inviting someone, individually or in a bulk import.