A User is an individual within Florence eBinders™ and a Role is a set of Permissions assigned to each User.
Each individual on a Team must register in Florence eBinders™ as a unique User. Team Administrators can assign Users one or more Roles based on their participation needs on the Team. Users can be participants on multiple Teams.
To manage your Users, use the "Manage Team Members" option available in your "Settings" menu at the top right of your screen. For more information on adding Users, please see: How do I invite users to join my team?
Roles are used to assign the same Permission levels to multiple Users at once, rather than individually. Roles improve Permission management by allowing Teams to "group" similar Users together and select the appropriate Permissions for all Users in the group instead of having to manage Permissions directly for each User. Updating the Role updates Permissions for ALL Users assigned to that Role.
For example, you may create a Team Administrator Role that has Permissions to manage a Team and its contents, but that cannot download or view Documents with PII.
To add and edit Roles, use the "Manage Roles" option available in your "Settings" menu at the top right corner of your screen. For more information on Roles, please see: What are roles, and how do I create them? and How do I assign roles to specific users?