The Right People In The Right Places
User roles assign users different levels of access to information within Notebird. Below are the different user roles (permission tiers) and the access they each carry.
*Users can only be added by admins with access to settings.
User permissions vary based on the role assigned. Each role provides a different level of access and visibility within Notebird. Here are a few examples:
Organizational Admins can manage all organization settings, have full directory access, and can view both restricted and unrestricted updates.
Care Members can manage all users and people within their assigned groups, and they can also view people outside of their assigned groups.
Group Members can manage only the people within their assigned groups. This is the most restricted user role.
How to Change a User Role for a Team Member
Click your name in upper right hand corner
Click My Team
Click the User Profile Drop Down Arrow
Choose which User Role is best for your Team Member
Click Save Role
Advanced Settings for Care Members
Advanced Settings for Care Members give administrators greater control over what Care Members can see and do across the organization. These settings allow you to balance flexibility and privacy by fine-tuning permissions related to updates, group access, and milestone visibility.
What Advanced Settings Do
Advanced Settings let you define whether Care Members can interact with all people in your organization or only those within their assigned groups. These controls apply universally to all Care Members on your team and help ensure access aligns with your organization’s structure and privacy needs.
Why Advanced Settings Are Important
Not every organization operates the same way. Some teams need Care Members to work across multiple groups, while others require stricter boundaries. Advanced Settings allow you to:
Prevent unintended access to people outside assigned groups
Limit visibility of milestones to relevant team members
Control how and when people are added to groups
Maintain consistency across all Care Member permissions
How to Access Advanced Settings
Click your name in upper right hand corner
Click My Team
Click Advanced Settings
Toggle permissions ON or OFF to apply the setting to all Care Members
User Role Breakdown
