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Quip Admin Roles

Udgivelsesdato: Feb 13, 2024
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The Quip admin console has a number of powerful controls, and you may wish to limit which admin can access certain settings. You can use Admin Roles to create custom admin profiles and assign them to specific users. For example, if your organization has a team that responds to user issues, you could create a Help Desk Admin role with the ability to manage users and groups, and therefore respond to tickets, but without access to sensitive security and configuration settings.

Note: if your site had admins before Admin Roles launched in March 2020, all admins defaulted to the Super Admin role, which aligns with the permissions that they had before.

Creating Roles

You create and manage roles by clicking Settings, then Site Settings, in the left sidebar, and scrolling down to Admin Roles.

Default Roles
There are two admin roles available at your site by default, which cannot be edited or deleted. The Super Admin role can view and edit everything within your site, with the exception of unredacted access to content. The Site Admin role can view and edit everything except billing, unredacted access to content, and management of admin roles.

Custom Roles
To create a custom profile, click the “Create New Role” button and choose a unique name for the role, then select the appropriate level for each permission set in the matrix below.

There are three permissions levels:

  • Edit permissions give the admin full access to see and modify the setting or information.
  • View permissions let the admin see the setting, and know its current state, but not change the setting or information.
  • Hidden permissions hide the setting from the admin; they won’t see the setting or information at all.

Assigning Roles

You can manage admin role assignments to users in the Site Members section of the admin console. The Role column shows their current admin role (if any), and you can change their role or remove them as an admin by selecting “Modify Admin Role” in the dropdown menu on the right.

Editing and Deleting Roles

Once a custom role has been created, it appears in the table of admin roles in your Site Settings page. You can use the “Edit Role” and “Delete Role” options in the dropdown on the right of each row to modify a role.

You can edit a role by changing its name or the permissions assigned to the role. Any changes will take effect immediately for all admins assign to that role.

When deleting a role, you can choose what the effect should be for admins currently assigned to the role you’re deleting. You can either immediately remove them as admins entirely, or choose a different role for those admins to be re-assigned to.

Permissions

CategoryPermission NameEdit PermissionsView Permissions
Site MembersUsersProvision and disable users, edit users' names and emails, merge user accountsView and export the list of users, and view individual users' basic information
Site Members BotsCreate, manage, and delete botsView bots
Site Members Admin RolesManage admins, assign admins to roles, and create, edit, and delete admin rolesView admin roles
Site MembersUnredacted Audit Access to All Members & ContentRead, export, and manage all users and all content at your site (see below)Read, export, and manage all users and all content at your site (see below)
Group FoldersGroup FoldersCreate and manage members for group foldersView list of group folders and individual folders' information
External SharingExternally Shared ContentRemove external users from documents and disable publicly-shared linksView list of externally shared content and basic information about each shared document
Live AppsLive AppsManage custom and third-party Live AppsView list of Live Apps
Managed SitesManaged SitesCreate and control managed sites and have Super Admin access to child sitesView list of managed sites
BillingBilling InformationManage billing settingsView billing information
InsightsAdmin InsightsNo additional permissionsView and export Admin Insights data
SettingsSite SettingsManage all settings on the Site Settings page except Admin RolesView all settings on the Site Settings tab except Admin Roles
Settings Email Domain & Member PolicyManage the Email Domain & Member Policy settingsView the Email Domain & Member Policy settings
Settings SalesforceManage all settings on the Salesforce settings pageView the Salesforce settings page
Settings SAML ConfigurationCreate and manage your SAML configurationView SAML setup
Settings User DefaultsManage everything on the User Defaults pageView the User Defaults page
Settings Sharing SettingsManage external sharing settings on the Sharing pageView the Sharing settings page
Settings IntegrationsCreate and manage the integrations on the Integrations pageView the Integrations settings page
Settings Security SettingsManage all setting on the Security tabView the Security settings page
Settings Quip Shield SettingsManage Quip Shield settingsView Quip Shield settings
GovernanceData RetentionCreate and manage Data Retention policiesView and export Data Retention policies
Governance Data HoldCreate and manage Data Hold policiesView and export Data Hold policies
Admin Action LogAdmin Action LogNo additional permissions

View and export the Admin Action Log

 

Unredacted Audit Access to All Members & Content

One permission that you can assign in Admin Roles is Unredacted Audit Access to All Members & Content. Admins with this permission have wide-ranging capabilities to view and edit content and users at your site. For example, these admins can:

  • View and export any document (including its full history and conversation log) at your site.
  • Add themselves to any document at your site with full access to edit it, share it, or delete it.
  • View additional information about all members of your site, including a list of all the content they have access to, all the link-shared content they’ve created, and all their contacts.
  • Export your entire site’s content and member profile information.

Unredacted Audit Access is designed for eDiscovery and security auditing use cases, and grants broad access to your site. At most Quip sites, there’s no admin with this permission — it’s not usually necessary. We recommend using caution when granting this powerful permission, and whenever possible using a combination of narrower permissions.

Vidensartikelnummer

000393323

 
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Salesforce Help | Article