System: Roles & Administration
Role definitions and organisation-level settings.
App Roles
Role Definitions
DigitalCore uses four roles to control access:
| Role | Description |
|---|---|
| Admin | Full access: user management, organisation settings, all configuration, all data |
| Manager | Manage services, engagements, contracts, templates, decisions, and reports. Cannot manage users or organisation settings. |
| Operator | Enter data (check-ins, hours, actuals), view dashboards and reports. Cannot create or modify configuration. |
| Viewer | Read-only access to dashboards, reports, and engagement data. Cannot enter or modify data. |
What Each Role Can Do
Access is enforced throughout the application — navigation items, action buttons, and data entry fields are shown or hidden based on the user’s role.
Examples:
- Operators see the check-in grids but not the template configuration pages
- Viewers see dashboards and reports but cannot edit anything
System Account
Organisation-Level Settings
Admins access organisation settings from the System menu:
| Setting | Description |
|---|---|
| Organisation Name | Your organisation’s display name |
| Default Currency | Currency used for financial values |
| Fiscal Year Start | Month your fiscal year begins |
| Other Preferences | Global settings affecting all users |
These settings affect all users in the organisation.
Related Documentation
- Organisation — Managing users and structure
- Settings — Personal profile and API keys