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User roles and rights

This article describes the different user roles offered in Inpart Deal and their related rights.

All user and admin roles are managed from the Admin Center by Client Admins.

User roles

Inpart Deal provides two main user roles to enable different levels of collaboration and control in the application: Manager and Contributor.

Manager

Managers have full access to all features of Inpart Deal. They can:

Managers are usually part of the Business Development team in your company.

Their role is to create and define the initiatives that fit the strategic goals of your company. They identify new opportunities, screen them, and move them along the partnering flow. An important part of their role is to coordinate the evaluations that will help advance the opportunities through the partnering stages. 

Contributor

Contributors have access to a limited number of Inpart Deal features, that are made for a broad audience. They can:

  • Create opportunities and comment on them.
  • Respond to evaluations.
  • They can't create initiatives, tasks, or evaluations.

Contributors are usually functional and therapeutic area experts.

Their role is to help identify promising opportunities and provide expertise to help make decisions about the opportunities evaluated by your company. They respond to evaluation requests sent by Managers and explore and comment on opportunities proactively.

Administration roles

In addition to the two user roles, we provide two administration roles: Business Admin, which gives additional rights to Managers, and Client Admin which allows managing users in the Admin Center.

Business Admin

Business Admins, in addition to all their Manager rights, can specifically manage on the Administration page of Inpart Deal:

Their role is to keep clean the list of values available in Inpart Deal to fit your company processes and customize the platform to facilitate your team work.

Client Admin

This is a role limited to the Admin Center. Client Admins can:

Detailed rights by user roles

Home

Rights Manager Contributor
View favorite filters
All Opportunities, My Opportunities, and custom filters

All Opportunities and custom filters
Add favorite filters 
View tasks & evaluations

Dashboards

Rights Manager Contributor
View dashboards
View results (list of opportunities)
Apply and save custom filters
Create favorite filters (to appear on the homepage)
Use the search bar
Export opportunities

Initiatives

All rights below are conditional on whether the initiative is public or private. If an initiative is private, the rights apply only to the users who have access to the initiative.

Rights Manager Contributor
View initiatives
Create initiatives No
Update initiatives
if you're part of the initiative owners
No
Add and manage attachments
if you're part of the initiative owners
No
Add and manage owners
if you're part of the initiative owners
No
Be part of the owners No
Make initiatives public or private
if you're part of the initiative owners
No
View private initiatives
if you're part of the initiative owners or the allowed users of the initiative ("can access")

if you're part of the allowed users of the initiative ("can access")
Delete initiatives
if there are no attached opportunities
No

Opportunities

All rights below are conditional on whether the initiative is public or private. If an initiative is private, the rights apply only to the users who have access to the initiative.

If you're a Manager, you can perform the following actions on all opportunities whether you own them or not (and whether you own the related initiative as well).

Rights Manager Contributor
View opportunities
View opportunities as a Kanban board No
Create opportunities
Add Summary templates

if you have a Business Admin role

No
Select Summary templates No
Own opportunities No
By default, the opportunities created by a Contributor are assigned to the "Default assignee" of the initiative
Import opportunities No
Export opportunities
Rename opportunities
if you created the opportunity and the opportunity is still in the Identification stage
Reassign opportunity ownership No
Move opportunities to a different initiative No
Copy opportunities to a different initiative No
Update the stage (workflow) and status No
View and update qualification fields
if you created the opportunity and the opportunity is still in the Identification stage, and except for Tags
View the Overview, Summary, Asset, Attachments, Tasks, Meetings, and Contacts tabs
Update all fields of the Overview, Summary, and Asset tabs
if you created the opportunity and the opportunity is still in the Identification stage
Upload, rename, or delete attachments
if you created the opportunity and the opportunity is still in the Identification stage
Create meetings No
Update meetings notes, attendees and attachments No
Add or unlink contacts

if you created the opportunity and the opportunity is still in the Identification stage

View and add comments
Update or delete comments
if it's your comment

if it's your comment
Access the Database panel
No
Manage profiles in the Database panel No
View the activity stream
Delete opportunities
if you created the opportunity and the opportunity is still in the Identification stage, and there are no tasks created by default in the Identification stage 

Agreements

All rights below are conditional on whether the related initiative is public or private. If an initiative is private, the rights apply only to the users who have access to the initiative.

If you're a Manager, you can perform the following actions on all agreements whether you own the related opportunities or not.

Rights Manager Contributor
View agreements
Contributors can see the list of agreements but their titles and information are restricted
Create agreements No
Edit agreements No
Customize agreement fields 
If you have a Business Admin role
No
Delete agreement No

Tasks and evaluations

If you're a Manager, you can perform the following actions on all opportunities whether you own them or not (and whether you own the related initiative as well), unless otherwise specified.

Rights Manager Contributor
View tasks and evaluations
Create tasks and evaluations No
Update tasks title, due date, and assignee No
Mark tasks as completed
even if you're not the assignee

if you're the assignee
Manage participants to evaluations No
Rename evaluations
if you're the owner
No
Edit or delete evaluation sections No
Comment on Evaluations
if you're invited as a participant
("Can comment")
Change evaluation status No

Conferences

Inpart Event conferences

Rights Manager Contributor
Add conferences and import meetings from the Administration page
if you have a Business Admin role
No
View and access conferences on the Network page
View meetings and opportunities in conferences
Update conferences (sync meetings)
if you have a Business Admin role
No
Edit conference details
Location only
No
Create opportunities in conferences
from meetings only
Write notes in conferences No
Delete meetings No
Delete conferences No

Other conferences

Rights Manager Contributor
Create conferences No
View and access conferences on the Network page
View meetings and opportunities in conferences
Edit conference details No
Create meetings in conferences No
Create opportunities in conferences
Write notes in conferences No
Delete meetings No
Delete conferences No

Campaigns

Connect Campaigns

Rights Manager Contributor
View and access campaigns on the Network page
View and access opportunities in campaigns
Export opportunities from campaigns No
Edit campaign details
Department only
No
Update campaign status No No
Add attachments to campaigns No
Delete campaign No No

Other campaigns

Rights Manager Contributor
View and access campaigns on the Network page
View and access opportunities in campaigns
Export opportunities from campaigns No
Edit campaign details No
Update campaign status No
Add attachments to campaigns No
Delete campaign
Only if the campaign doesn't contain opportunities
No

Companies

Rights Manager Contributor
View companies
Create companies (via the creation of an opportunity)
Update companies details No
Delete companies No No
Merge companies
if you have a Business Admin role
No
Access the Opportunities, Contacts, and Meetings tabs
View the activity stream

Contacts

Rights Manager Contributor
View contacts
Create contacts
Update contacts details
Manage contacts role in opportunities

if you created the opportunity and the opportunity is still in the Identification stage

Delete contacts No
Import contacts No
Export contacts
Merge contacts
if you have a Business Admin role
No
Access the Meetings and Opportunities tabs

Inpart for Outlook Add-In

Rights Manager Contributor
Install and use the add-in No
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