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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 Admin users.

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. 

See the detailed rights for each feature.

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.

See the detailed rights for each feature.

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

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 X
Edit agreements X
Customize agreement fields 
If you have a Business Admin role
X
Link agreements together X
View agreement's amendments X
Delete agreement X

Campaigns

Connect Campaigns

Rights Manager Contributor
View and access campaigns on the Network page
View and access opportunities in campaigns
Export opportunities from campaigns X
Edit campaign details
Department only
X
Update campaign status X X
Add attachments to campaigns X
Delete campaigns X

Other campaigns

Rights Manager Contributor
View and access campaigns on the Network page
View and access opportunities in campaigns
Export opportunities from campaigns X
Edit campaign details X
Update campaign status X
Add attachments to campaigns X
Delete campaigns X

Companies

Rights Manager Contributor
View companies
Create companies (via the creation of an opportunity)
Update companies details X
Link companies together X
Delete companies X X
Merge companies
if you have a Business Admin role
X
Access the Opportunities, Contacts, and Meetings tabs
View the activity stream

Conferences

Inpart Event conferences

Rights Manager Contributor
Add conferences and import meetings from the Administration page
if you have a Business Admin role
X
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
X
Edit conference details
Location only
X
Create opportunities in conferences
from meetings only
Write notes in conferences X
Delete meetings X
Delete conferences X

Other conferences

Rights Manager Contributor
Create conferences X
View and access conferences on the Network page
View meetings and opportunities in conferences
Edit conference details X
Create meetings in conferences X
Create opportunities in conferences
Write notes in conferences X
Delete meetings X
Delete conferences X

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 X
Import contacts X
Export contacts
Merge contacts
if you have a Business Admin role
X
Access the Meetings and Opportunities tabs

Dashboards

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

Home

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

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

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 X
Update initiatives
if you're one of the initiative owners
X
Add and manage attachments
if you're one of the initiative owners
X
Add and manage owners
if you're one of the initiative owners
X
Be one of the owners X
Make initiatives public or private
if you're one of the initiative owners
X
View private initiatives
if you're one of the initiative owners or the allowed users of the initiative ("can access")

if you're one of the allowed users of the initiative ("can access")
Archive/unarchive initiatives
if you're one of the initiative owners
X
Delete initiatives
if there are no attached opportunities
X

Meetings

Rights Manager Contributor
View meetings
if the meeting is public
Create meetings X
Import meetings X
Export meetings X
Create opportunity from a meeting
Edit meetings X
Manage meeting attendees X
Manage meeting access control X
Delete meetings X

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 X
Create opportunities
Add Summary templates

if you have a Business Admin role

X
Select Summary templates X
Own opportunities X
By default, the opportunities created by a Contributor are assigned to the "Default assignee" of the initiative
Import opportunities X
Export opportunities
Rename opportunities
if you created the opportunity and the opportunity is still in the Identification stage
Reassign opportunity ownership X
Move opportunities to a different initiative X
Copy opportunities to a different initiative X
Update the stage (workflow) and status X
View and update qualification fields
if you created the opportunity and the opportunity is still in the Identification stage, and except for Tags
Link other opportunities or companies X
View the Status update field
if there is an existing update
Update the Status update field X
View the Overview, Asset, Details, Summary, Attachments, Tasks, Meetings, Contacts, and Agreements tabs
Update all fields of the Overview, Asset, Details, and Summary 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 X
Update meetings notes, attendees and attachments X
Add or unlink contacts

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

if it's your comment
View the Database panel
X
Manage profiles in the Database panel X
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 

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 X
Update tasks title, due date, and assignee X
Mark tasks as completed
even if you're not the assignee

if you're the assignee
Manage participants to evaluations X
Rename evaluations
if you're the owner
X
Edit or delete evaluation sections X
Comment on Evaluations
if you're invited as a participant
("Can comment")
Change evaluation status X

Inpart for Outlook Add-In

Rights Manager Contributor
Install and use the add-in X
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