Roles, permissions, and invitation management in RunningMate

Owners and Admins can now add users, set roles, and manage invitations.


If a user is an admin or account owner, they can click on their user name/email in the top right corner, and click on the Users option in the dropdown menu.

  • To add a user click the “Invite Teammate” button in the top right 
  • To set a user’s role use the User Role drop down.
  • Users cannot change their own roles 
Admins and Workspace Owners will have the Users option available.
Select the appropriate user role for the person being added to the workspace..

In addition to adding users, account owners and admins are able to do the following to manage users and invitations:

  • Resend expired invites 
  • Cancel a pending invite 
  • Suspend a user
  • Reactivate a suspended user 

Notes:

  • Users only receive a notification email when being invited to RunningMate initially.
    • No notification is sent if they are suspended, reactivated, or their invite was canceled.
  • If a user cannot find their invitation to join the RunningMate platform, have them search their inbox for an email from no-reply@runningmate.io.
  • Users must receive, then open and click on an invitation to each new workspace they intend to join. The user will receive an invitation to join the platform identical to the first one they received, and will need to follow the same flow, signing in to RunningMate with existing login credentials.
    • After accepting a second invitation to join another workspace, click your name in the top right corner of the platform. Select Workspaces.

Roles and permissions:

  • Host

    • Civitech employee with broad powers to create and administer RunningMate Customer accounts. Individuals assigned these roles use a dedicated Host application to conduct their work and are not listed as users on any specific RunningMate Customer account.

    • A host user is any user that has an Civitech email and has a RunningMate account.

      Owner

    • The individual who creates the Customer account and serves as the primary client representative and responsible party. Every Customer is required to have one owner. Only Host users can change which user is listed as an account owner.

      Admin

    • The Admin role has a broad set of permissions similar to the Owner role, minus the ability to manage the billing.

      Data Manager

    • Full access to administer and manage data within the application, including import/export.

      Data Viewer

    • Users with this role have read-only access to all data and goals. They do not have the power to create, update, import, or export data from the platform.

      Volunteer

    • Can access search and edit, and have the same permissions as a data viewer 
    • Volunteers can can update support scores and tags at an individual level.
    • Will not be able to bulk import or export data
Action Host Owner Admin Data Manager Data Viewer Volunteer
Add user

✅

✅

✅

❌

❌

❌
Edit user

✅

✅

✅

❌

❌

❌

Set the status of the user:

  • Active
  • Suspended

Status set automatically when invitation expires:

  • Invitation Expired

✅

✅

✅

❌

❌

❌

Invitation management

  • Resend/Rescind

✅

✅

✅

❌

❌

❌
Switch Voter File

✅

❌

❌

❌

❌

❌
Add District

✅

❌

❌

❌

❌

❌
Switch District

✅

✅

✅

✅

✅

✅
Search Records & Update Survey Responses + Data Tags

✅

✅

✅

✅

❌

✅
View Customer Goals 

✅

✅

✅

✅

✅

✅
Data Import

✅

✅

✅

✅

❌

❌
Data Export

✅

✅

✅

✅

❌

❌
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