User Permissions

Modified on Mon, 3 Aug at 7:08 PM

Understanding User Permissions

Welcome! This short guide explains how User Permissions work in Filenote AI and what settings you can control for your team.

1. Important Rules

Before adjusting your settings, please keep these two important rules in mind:

⚠ Admin Access Required
Only an admin user can make changes to user permissions. Standard users do not have access to this page.

✓ Organisation-Wide Impact
Any changes made to these permissions apply to your entire organisation, rather than on an individual user basis.

2. Available Permissions

Here is a look at the permissions you can toggle on or off for your organisation:

Permission Setting	What it allows users to do
Create and modify workflows	Build or edit custom document workflows (in WorkFlows section).
Change writing preferences	Adjust the AI's writing style used in populating your outputs.
Update meeting and delivery settings	Control how their individual meetings are captured (keywords) and delivered (OneDrive / SharePoint).
Assign support staff/organiser	User can add support team members who can access (View and Edit) their tasks.

3. Managing Admin Roles

Because adjusting permissions requires administrative access, you may need to grant admin rights to another team member to help manage your setup.

? How to Add or Change Admins
Admin roles can be easily updated, changed, or added by navigating to the Users & Billing section in your main Filenote AI menu.

Need help?

If you run into any issues or have questions, our support team is here to help.

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