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Reference

Roles reference

Exactly what each organization role can see and do in the Moraph Portal and the other Moraph client services.

Applies to Moraph Portal as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

Last reviewed 1 min readReport a problem

✓ means the role can do it.

WhatAdministratorCommercialTechnicalMember
Overview, services, implementation, announcements, Moraph team✓✓✓✓
Complete actions and onboarding steps assigned to them✓✓✓✓
Complete or reassign any client action or step, confirm checklists✓✓
Contracts, renewals and invoices✓✓
Register renewal decisions, raise invoice queries, manage billing contacts✓✓
See documents shared with everyone✓✓✓✓
Upload documents✓✓✓
Give people access to products in Moraph Apps✓✓
Invite people, change roles, disable or remove people, answer join requests✓
Require two-step verification for the organization✓
Activity log✓
See the organization’s support tickets, raise S1 and S2 tickets✓✓✓✓
Read documentation for customers✓✓✓✓
Assign Academy training and see team completion✓

Documents limited to certain roles are visible only to those roles (and always to the person who uploaded them and to Moraph).

Accounts that don’t belong to an organization can only use the Get started page, raise S3 and S4 support tickets, and read public documentation.

What someone can do inside a Moraph software product depends on their product role: Viewer, User or Product administrator. See Give people access to Moraph products.

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