Advice and answers from the Rova Team

Before we take a tour of Rova, it is important to understand user roles/privileges within the software.

There are currently five user roles with the following privileges:

Administrator - Can administer their partner account, create partner users and clients, assign client editors and client viewers to a client, create plans and assign users to plans.

Client Editor - Can view and edit clients they are assigned to, as well as their plans. Cannot create clients, only plans for clients they are assigned to. Can assign users to plans.

Client Viewer - Can only view clients they are assigned to and their plans. They cannot perform any functions within the software.

Plan Editor - Can view and edit plans they are assigned to.

Plan Viewer - Can only view plans they are assigned to; they cannot perform any functions within the software.

More detail about the roles and privileges:

Administrator

Admins can only be on the Rova customer's side. They can access, edit and modify all system-wide things for any Rova Plan that belongs to the customer or any client of the customer. They are essentially a Rova "super user".

Admins have access to and can do the following:

  • Create users
  • Assign users to a Plan
  • Assign/edit roles
  • Add/edit a client
  • Create a report/plan snapshot
  • Add/import/edit measurements
  • Add/import/edit tactics
  • Merge tactics
  • Create a Plan
  • Archive a Plan
  • Export a Plan and all its data
  • Use the matching tool
  • Deploy tactics
  • Add measurement activity

 

Client Editor

Anyone who belongs to the partner company can be assigned to this role and have permissions only for client-related things. We suggest this be your core account team for each client. Typically someone from Account Services will be the primary one to run things in the software. Client editors are not able to assign themselves or other users to a client. Client editors can see who is assigned to the client, but they can't add or remove client editors or viewers. They can assign users to a plan.

Client Editors have access to and can do the following:

  • Create a report/plan snapshot
  • Archive a Plan
  • Add/Import/Edit measurements
  • Add/Import/Edit tactics
  • Merge tactics
  • Create a Plan
  • Assign users to a Plan
  • Use the matching tool
  • Deploy tactics
  • Add measurement activity


Plan Editor

Anyone who belongs to the partner agency can be assigned to this role and have permissions only for Plan-related things. This can be anyone inside your agency you wish to give viewing rights and a few administrative tasks to. 

Plan Editors have access to and can do the following:

  • Add/Import/Edit measurements
  • Add/Import/Edit tactics
  • Merge tactics
  • Use the matching tool
  • Deploy tactics
  • Add measurement activity
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