AutoRFP.ai classifies users under three permission groups. Each group holds a specific set of capabilities, allowing you to maintain control over who can access and manage various components of the system.
User
Users under this group can:
Create Projects: Introduce new questionnaires for AI-generated responses.
Edit, Assign, and Approve Responses: Modify AI-generated responses, assign to specific team colleagues, and sign off when they're ready for the customer.
Search: Navigate through the content library to find specific data.
Flag Content: Mark outdated content for review by content managers and admins.
Suggest Changes to Content: Mark content for review with suggested changes.
Content Manager
In addition to all the capabilities of a 'User', a Content Manager can also:
Assign Categories to Teams: Define which categories each team is responsible for managing.
Archive Content: Remove content from being used by the response engine.
View Under Review / Archived Content: Access content that's been marked for review or stored away.
Take Ownership of Content: Become the primary reviewer / contact for a piece of content.
Assign Editors to Content Under Review: Request others help update and review content under review.
Restore Content: Retrieve content from under review / archived status and place it back in the active library.
Manage Categories & Tags: Add, update or remove tags and their associated categories.
Admin
Admins have all the capabilities from both 'User' and 'Content Manager' groups and can also:
Manage Billing: Oversee the organization's subscription details.
Invite Users: Add new members to the organization and set their permissions.
For any further clarification on user permissions, please contact our support team.