JOD Tables Application Access Rules

RBAC, System, and Feature-Based

Roles and Access

User

This is the standard role for most people using JustOrg Design. As a User, you can fully participate in the teams and groups you belong to. You'll see everything you need for your own work, but you won't see the detailed activities of other groups. This role also applies to people who lead groups (Group Conveners).

Insight

This role works just like the User role, with one addition: you can see ALL reports in the system. Organizations typically give this role to board members or senior leaders who need a broad and deep view of what's happening across the organization (see Reporting below).

⚠️ ALL teams' and tables' decisions and actions are visible via reports.

Org View

This role is for leaders who need to see the big picture across the entire organization. You can view reports and dashboards for all groups, which helps with strategic planning and alignment. However, you can only actively work in groups where you're an actual member. This role is usually reserved for executive leaders and Group Sponsors (see Dashboards and Reporting below).

Org Admin

This is your organization's power user role. Org Admins set up and manage the core structure of your JustOrg Design system—things like your organization's strategies, priorities, and structures. They also manage who has access to the system. Like Org View, this role can only actively work in groups where they're a member. Because this role can make major changes to your organization's setup, we recommend limiting it to just a few trusted people.

Super Admin

This role is reserved for JustOrg Design staff only. It allows our team to configure and maintain the platform for all customers. Like Org View and Org Admin, this role can only actively work in groups where they're a member.

Top Level Navigation

Application’s Left Nav Bar Element is Visible

	Super Admin	Org Admin	Org View	User
Design	✅	✅	✅	✅
My Dashboard	✅	✅	✅	✅
Meetings	✅	✅	✅	✅
Reports	✅	✅	✅	✅
Decisions🔒	✅	✅	✅	❌
Structure🔒	✅	✅	✅	❌
Strategic Priorities	✅	✅	✅	✅
Org Strategies	✅	✅	✅	✅
Values	✅	✅	✅	✅
Org Members🔒	✅	✅	❌	❌
Community Mbrs🔒	✅	✅	❌	❌

Dashboards

Design Dashboard

	Super Admin	Org Admin	Org View	User
Can View	✅	✅	✅	✅
Can Click to Detail	✅	✅	✅	☑️ (2)
Can Modify View	✅	✅	☑️ (3)	☑️ (3)
Can Sort	✅	✅	❌	❌
Create Record from Dashboard	◻️	◻️	◻️	◻️
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. ☑️ = can access Purpose, Strategies, and Priorities

3. ☑️ = partial capacity. Can show/hide Table Participants or Represented Groups

4. Sort = Tables and Teams only

My Dashboard

	Super Admin	Org Admin	Org View	User
Can View Page	✅	✅	✅	✅
Can View Team/Table Card	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Can Click to Team/Table Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Can View My Open Commitments	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Can View My Open Group Lead Tasks	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Can Filter	✅	✅	✅	✅
Can Sort	◻️	◻️	◻️	◻️
Create Record from Dashboard	◻️	◻️	◻️	◻️
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. ☑️(p) = only for Teams/Table where the user is a participant

3. ☑️(gl) = only for Teams/Table where the user is a Group Lead

4. Filter = active vs inactive

5. All users can mark their Commitments as “Ready”

Meetings Dashboard

	Super Admin	Org Admin	Org View	User
Can View Summary Info	✅	✅	✅	☑️ (p)
Can Click to Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Can Filter	✅	✅	✅	☑️ (p)
Can Sort	◻️	◻️	◻️	◻️
Create Record from Dashboard	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. ☑️ (p) = partial capacity for view, filter, and click to: only for Groups where they are a participant

3. ☑️(gl) = partial capacity for create from dashboard: only where User is a GL for the team/table

4. Filter = active vs inactive, user tables/teams, and meeting start time

Reports Dashboard

	Super Admin	Org Admin	Org View	User
Can View Page	✅	✅	✅	✅
Can View Report Summary Info	✅	✅	✅	☑️
Can Click to Detailed Report	✅	✅	✅	☑️
Can Filter List	◻️	◻️	◻️	◻️
Can Sort List	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. ☑️ = partial capacity: Only Unlocked Reports (reports WITHOUT the 🔒 icon)

Decisions Dashboard

	Super Admin	Org Admin	Org View	User
Can View Page	✅	✅	✅	❌
Update Record from Dashboard	☑️ (gl) (See note 3)	☑️ (gl) (See note 3)	☑️ (gl) (See note 3)	❌
Can Click to Detail	☑️ (gl)	☑️ (gl)	☑️ (gl)	❌
Can Filter	✅	✅	✅	❌
Can Sort	◻️	◻️	◻️	◻️
Create Record from Dashboard	◻️	◻️	◻️	◻️
Delete from Dashboard	☑️ (gl)	☑️ (gl)	☑️ (gl)	❌

Notes:

1. ◻️ = N/A

2. ☑️(gl) = partial capacity: only where User is GL for the team/table who created the decision (record deletion occurs via popup of decision record on page).

3. These users can update decision records via a popup on the dashboard screen.

Structure Dashboard

	Super Admin	Org Admin	Org View	User
Can View	✅	✅	✅	❌
Can Click to Detail	✅	✅	✅	❌
Can Filter	✅	✅	✅	❌
Can Sort	✅	✅	✅	❌
Create Record from Dashboard	✅	✅	❌	❌
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

Strategic Priorities Dashboard

	Super Admin	Org Admin	Org View	User
Can View	✅	✅	✅	✅
Can Click to Detail	✅	✅	✅	✅
Can Filter	✅	✅	✅	☑️ (2)
Can Sort	✅	✅	❌	❌
Create Record from Dashboard	◻️	◻️	◻️	◻️
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. Users can filter for Active or Completed strategic priority items ONLY

Org Strategies Dashboard

	Super Admin	Org Admin	Org View	User
Can View	✅	✅	✅	✅
Can Click to Detail	✅	✅	✅	✅
Can Filter	✅	✅	✅	✅
Can Sort	✅	✅	❌	❌
Create Record from Dashboard	✅	✅	❌	❌
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. Filter = active vs inactive

Values Dashboard

	Super Admin	Org Admin	Org View	User
Can View	✅	✅	✅	✅
Can Click to Detail	✅	✅	✅	✅
Can Filter	✅	✅	✅	✅
Can Sort	✅	✅	❌	❌
Create Record from Dashboard	✅	✅	❌	❌
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. Filter = active vs inactive

Purpose Dashboard

	Super Admin	Org Admin	Org View	User
Can View	✅	✅	✅	✅
Access Previous Versions	✅	✅	✅	✅
Update Record from Dashboard	✅	✅	❌	❌
Create Record from Dashboard	✅	✅	❌	❌
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

Org Member Dashboard

	Super Admin	Org Admin	Org View	User
Can View	✅	✅	❌	❌
Can Click to Detail	✅	✅	❌	❌
Can Filter	✅	✅	❌	❌
Can Sort	◻️	◻️	◻️	◻️
Create Record from Dashboard	✅	✅	❌	❌
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. Filter = active vs inactive, and search

Community Member Dashboard

	Super Admin	Org Admin	Org View	User
Can View	✅	✅	❌	❌
Can Click to Detail	✅	✅	❌	❌
Can Filter	✅	✅	❌	❌
Can Sort	◻️	◻️	◻️	◻️
Create Record from Dashboard	✅	✅	❌	❌
Delete from Dashboard	◻️	◻️	◻️	◻️

Notes:

1. ◻️ = N/A

2. Filter = active vs inactive, and search

Key Feature

Table Planner

GLOBAL RULE FOR THE TEAM/TABLE PLANNER

Users must be on a given Team/Table in order to access its Planner details page. The following grid identifies what the different roles can access on the Team/Table Planner page once there.

	Super Admin	Org Admin	Org View	User
SECTION:	Top Navigation
Planner Tools Dropdown	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Meetings
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
CREATE Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
UPDATE Record (from page)	☑️ (gl) (See note:1)	☑️ (gl) (See note:1)	☑️ (gl) (See note:1)	☑️ (gl) (See note:1)
Sort List	◻️	◻️	◻️	◻️
DELETE Record (from page)	❌	❌	❌	❌
SECTION:	Actions
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
CREATE Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
UPDATE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Sort List	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
DELETE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Open Commitments
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	◻️	◻️	◻️	◻️
CREATE Record	❌	❌	❌	❌
UPDATE Record (from page)	❌	❌	❌	❌
Sort List	◻️	◻️	◻️	◻️
DELETE Record (from page)	❌	❌	❌	❌
SECTION:	Decisions
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
CREATE Record	❌	❌	❌	❌
UPDATE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Sort List	◻️	◻️	◻️	◻️
DELETE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Linked Documents
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
CREATE Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
UPDATE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Sort List	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
DELETE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)

Notes:

1. Meeting Name only

Meeting Space

GLOBAL RULE FOR MEETINGS

Users must be on a given Team/Table in order to access its meeting details page. The following grid identifies what the different roles can access on the Meeting Space page once there.

	Super Admin	Org Admin	Org View	User
AREA:	Entire Meeting	Record
CREATE Meeting	☑️ (gl) (See note:1)	☑️ (gl) (See note:1)	☑️ (gl) (See note:1)	☑️ (gl) (See note:1)
DELETE Meeting	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Left Pane
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
SECTION:	Meeting Logistics
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
UPDATE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Meeting Purpose
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
UPDATE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Agenda Topics
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	◻️	◻️	◻️	◻️
CREATE Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
UPDATE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Sort List	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
DELETE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Linked Documents
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	◻️	◻️	◻️	◻️
CREATE Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
UPDATE Record (from page)	❌	❌	❌	❌
Sort List	❌	❌	❌	❌
DELETE Record (from page)	❌	❌	❌	❌
Link / Unlink Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Decision Making
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	◻️	◻️	◻️	◻️
CREATE Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
UPDATE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Sort List	◻️	◻️	◻️	◻️
DELETE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Commitments
READ Summary	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
READ Detail	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Filter List	◻️	◻️	◻️	◻️
CREATE Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
UPDATE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Sort List	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
DELETE Record (from page)	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
SECTION:	Meeting Notes
READ Notes	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
UPDATE Notes (from page)	☑️ (See note:2)	☑️ (See note:2)	☑️ (See note:2)	☑️ (See note:2)
OTHER	Meeting Space	Functionality
Email Meeting Agenda	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Email Meeting Results	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Create Capture Board	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Access Capture Board	☑️ (See note:3)	☑️ (See note:3)	☑️ (See note:3)	☑️ (See note:3)
Access Voting Room	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Access Planner	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)
Pull Users to Meeting Space	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Download Meeting Space info	☑️ (p)	☑️ (p)	☑️ (p)	☑️ (p)

Notes:

1. Meetings can only be created via the Meeting Dashboard or the Team/Table Planner

2. With Note Taker Permission

3. Once a GL has created an initial Capture Board (CB) - and only when GL is sharing the CB

4. (gl): Group Lead

5. (p): Group (Team/Table) Participant

Decisions (and Decisions Made)

GLOBAL RULE FOR DECISION MAKING

Decisions can only be made within a meeting:

1. a realtime decision made in realtime during a meeting from within a MEETING SPACE

2. a vote decision made from within the GROUP VOTING space

The grid below focus on permissions for both. For both the User must be a Group Lead for the team/table they wish to create, update, or delete a decision-made record.

Realtime Decision And Decision From Voting

	Super Admin	Org Admin	Org View	User
Can View Records	✅	✅	✅	☑️
Can Create Record	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Can Update Records	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Can Delete Records	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)

Notes:

1. ☑️ = Requires user to be a participant of the table they wish to view decision-made records for.

Group Voting (Decision Proposals)

GLOBAL RULE FOR GROUP VOTING

A proposal to be voted on must be initiated by a Group Lead for a given Team/Table. Once initiated, a Vote Administrator can be assigned by a GL to administer the vote for a given proposal. However, the Vote Administrator can be ANY User within the organization (they DO NOT have to be a Team/Table participant or a GL). The Team/Table GL is the only one who can make changes to the Vote Administrator.

	Super Admin	Org Admin	Org View	User
Can View	☑️	☑️	☑️	☑️
Can Create	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Can Update	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Can Delete	☑️ (gl)	☑️ (gl)	☑️ (gl)	☑️ (gl)
Can Vote	☑️	☑️	☑️	☑️

Notes:

1. ☑️ = Requires user to be a participant of the proposal Team/Table

Structures (Teams/Tables Detail Page)

GLOBAL RULE FOR STRUCTURES

1. Structure can only be created from the Organizational Structure summary page or from the initial JOD Onboarder screen.

2. Structure information can only be changed from the Team/Table details page or from the initial JOD Onboarder screen.

	Super Admin	Org Admin	Org View	User
Can View Page & Detail	✅	✅	✅	❌
Can Create Record	☑️ (See Note 1)	☑️ (See Note 1)	❌	❌
Can Update Records	✅	✅	❌	❌
Can Delete Records	✅	✅	❌	❌
Can Close a Team/Table	✅	✅	❌	❌

Notes:

1. ☑️ = These Users can create Teams/Tables, but such creation must occur outside of the detail page. See Global Rules above.

Strategies and Priorities (Org Strategy Detail Page)

GLOBAL RULE FOR ORG STRATEGIES

1. Strategies can only be created from the Org Strategy summary page or from the initial JOD Onboarder screen.

2. Strategy information can only be changed from the Org Strategy details page or from the initial JOD Onboarder screen.

3. These rules also apply to Strategic Priorities which are part of an Org Strategy.

	Super Admin	Org Admin	Org View	User
Can View Page & Detail	✅	✅	✅	✅
Can View Previous Versions	✅	✅	✅	✅
Can Create Record	☑️ (See Note 1)	☑️ (See Note 1)	❌	❌
Can Update Records	✅	✅	❌	❌
Can Delete Records	✅	✅	❌	❌
View Strategy Strength Review Indicator Summary Tool	✅	✅	✅	✅
View Strategy Strength Review Detail	✅	✅	❌	❌
Update Strategy Strength Review Indicator Record	✅	✅	❌	❌

Notes:

1. ☑️ = These Users can create Org Strategies, but such creation must occur outside of the detail page. See Global Rules above.

Values (Values Detail)

GLOBAL RULE FOR VALUES

1. Values can only be created from the Values summary page.

2. Values information can only be changed from the Values detail popup.

	Super Admin	Org Admin	Org View	User
Can View Record Detail	✅	✅	✅	✅
Can Create Record	☑️ (See Note 1)	☑️ (See Note 1)	❌	❌
Can Update Records	✅	✅	❌	❌
Can Delete Records	✅	✅	❌	❌

Notes:

1. ☑️ = These Users can create Values, but such creation must occur outside of the detail page. See Global Rules above.

Reporting

All Reports

All Reports WITHOUT The 🔒 Emoji Next To The Report Name

	Super Admin	Org Admin	Org View & Insights	User
Can View	✅	✅	✅	☑️ (p)

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All Reports WITH The 🔒 Emoji Next To The Report Name

	Super Admin	Org Admin	Org View & Insights	User
Can View	✅	✅	✅	❌

Notes:

1. ☑️ For Table/Team based reports Users can only view reports for Teams/Tables for which they are a participant.