DigitalCore User Roles & Permissions

👥 Understanding User Roles

In DigitalCore, access is managed through clearly defined user roles to ensure secure, structured collaboration across your organization. Each role comes with specific permissions that reflect their responsibilities within the service governance model.

🔐 Available Roles

1️⃣ Admin

The Admin has full access across the entire platform, including:

Managing all tenants and users
Viewing and editing all organizational data
Setting up integrations and configurations
Accessing analytics, scorecards, and roadmap features

🎛️ Admins are typically assigned at the system-wide or early-stage implementation level.

2️⃣ Org Manager

Org Managers are responsible for their organization’s configuration and governance. They can:

Invite and manage users
Configure org-level settings (units, portfolios, services)
Upload data and manage scorecards
Set commercial terms and link contracts

🏢 Org Managers typically include Delivery Leads, Strategic Analysts, or BU Leaders.

3️⃣ User

This is the most common role. Users can:

Create, read, and update operational and strategic records
Contribute to governance cases
Upload and analyze KPI or capacity data
Use dashboards and AI assistants

🧑‍💼 Users are often Service Managers, Analysts, or Portfolio Owners involved in day-to-day service performance.

✉️ Role Assignment & Management

Roles are assigned by Org Managers:

During user invite
Via the User Management panel (Settings → Users)

🔄 Users cannot request role changes directly; contact your Org Manager for any access changes.

🔒 External Access

Currently, external collaborators (e.g., consultants or customers) do not have access to DigitalCore. This ensures strict data isolation and governance integrity within each tenant.

💡 Best Practices

Assign Org Manager to trusted strategic or delivery leads
Use User role for those contributing to operational and roadmap data
Limit Admin access to core implementation or internal system owners