CoraCloud utilizes several types of users, and these are defined primarily by their intended use scenario and permissions. Below is a brief summary of each type of user CoraCloud employs.
An Account Owner is the user who initially signs up for an account on CoraCloud. Account Owners can then add Team Members and Clients. They will be billed for themselves, any extra storage purchased, any eSignatures with KBA enabled, plus the number of Team Members added to their account.
Team Members are company employees and consultants who work with/for the Account Owner. The Account Owner can invite Team Members to access both the Client working spaces and Firm working spaces. Team Members can be added with different Roles including Admin, Regular, or Associate (each Role is defined below).
The individual you work with, the owner of the business you are working with, or the person who has a high level of authority over the corporation and all its subsidiaries is considered the Primary User. The Primary User has permission to create Projects/Businesses/Subsidiaries, invite additional Client Users, and access all contents of their External Folder.
Client Users are any users that are not a member of your Firm (Team Member) who may work for/with or consult with your Client and needs access to documents located in the Client’s External folder.
Team Member Roles:
Admin Team Members will have automatic access to all Clients and Account Owner Firm Entities. They have permission to add/delete Team Members, Clients, Projects/Businesses/Subsidiaries, and Client Users, with the exception of the Account Owner. For security reasons, they need to be on the same email domain as the Account Owner.
Regular Team Members have limited access and need to be invited to a specific Client’s Project, Business, or Subsidiary. They can only add/edit/delete files and folders for the Clients they are assigned to. Team Members with Regular permission can be invited using any email domain.
Associate Team Members have very limited access and need to be invited to a specific Client’s Project, Business, or Subsidiary. They will ONLY have access to the ‘Associate Files’ folder of the Client Project, Business, or Subsidiary that they are assigned to. They can be invited using any email domain.
Client User Roles:
Client Users with Admin permission have access to the contents of the External folder of the Project, Business, or Subsidiary assigned to them. They have permission to invite additional Client Users to the Project, Business, or Subsidiary and to delete any file. Usually, Admin Client Users are company employees of the Client who are given permission to manage the account by the Primary User.
Client Users marked Regular have access to the contents of the External folder of the Project, Business, or Subsidiary assigned to them, but do not have permission to add additional Client Users or delete files uploaded by other users. They have permission to delete only the files uploaded by themselves.
Client users marked Consultant can only upload documents or view documents specifically shared with them, in the ‘Consultant Files’ folder. Consultant Client Users are usually Client company employees and third-party consultants who are only required to submit or view documents.