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 in Inpart Deal. They can:

• Create and manage initiatives, opportunities, tasks, evaluations, agreements, alliances, obligations, and manage workflows.
• Upload emails and documents to the platform.
• Control access to initiatives and opportunities.
• Invite Contributors to participate in evaluations.

Their role is to create and define initiatives that align with 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, evaluations, agreements, alliances, and obligations.

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:

• List values and tags.
• Opportunity summary templates.
• Default initiative, Company name, User mapping.
• Opportunity workflows.
• Fields layouts.
• Integrations.
• Default folders.

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

Client Admin

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

• Create or disable users.
• Edit users' details and assign user roles.
• Export users.
• Reset passwords (only for none-SSO accounts).
• Create and manage user groups.
• Access licenses and business profile reports.

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.

Alliances

Alliance health checks

Alliance issues

Alliance risks

Attachments

Campaigns

Connect Campaigns

Other campaigns

Companies

Conferences

Inpart Event conferences

Other conferences

Contacts

Dashboards

Home

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.

Meetings

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).

Obligations

Tasks and evaluations

Inpart for Outlook add-in