Offers

A user is anyone who has access to a Perfony account.

When the account was created, your organisation chose to subscribe to one of the offers proposed by Perfony :

• Free
• Team
• Corporate

Depending on the package purchased, there are different licences that give users more or less extensive rights and enable them to take on different responsibilities in managing files, meetings, actions and dashboards.

Free Offer

The “Free” package lets you use Perfony to manage up to 3 folders, with no limit on the number of actions, no time limit and no limit on the number of users.

All users benefit from the same rights thanks to a single licence.

Team Offer

The Team offer places no limit on the number of files, actions or meetings.

All users benefit from the same rights thanks to a single licence at the same price, and the addition of a new user automatically results in the invoicing of a licence.

User rights can then be modified by administrators from the “users” menu to enable them to create folders and meetings (“Pilot” rights).

Corporate Offer

With this offering, more suited to large organisations, users can have different roles in actions, meetings or folders, depending on the licence assigned to them by the account administrator.

Licences can be changed at any time by contacting your Perfony administrator or Perfony representative at contact@perfony.com.

Licences and rights

There are three licenses:

• Collaborator
• Pilot
• Executive

“Collaborator” rights

• Unable to create a folder, meeting or dashboard, or access the “Group” and “Users” menus.
• Access to the folder menu and all the information and tabs of a folder in which it has been added as a participant.
• Ability to interact with folder actions (creation, modification)* (* these rights can be configured for each folder). Contribute to an action.
• Access to the “Actions” menu and the ability to search for actions in your folders.
• Access to the “Home” menu and the ability to customise the display of widgets.
• Access to the “Meeting” menu and the ability to interact with the actions and minutes of a meeting to which you have been added as a participant.
• Access to the “Report” menu if a dashboard is configured and shared there.

“Pilot” rights

These rights are usually allocated to managers/project leaders. In addition to “Collaborators” rights, this level allows :

• Folders can be created and managed (invite participants, import actions, etc).
• Ability to create and manage meetings.
• Access to the ‘Group’ menu to manage folder templates (custom fields, rights on actions, etc.).
• Access to the “Report” menu to build and share dashboards.
• New users can be created from a folder or a meeting. These new users will have “Collaborator” rights by default.

“Executive” rights

These rights are usually assigned to the solution referrer/executive member. In addition to the “Pilots” rights, this level allows :

• Access to “administrator” status to manage the user database and account settings.
• Access to “super administrator” status to manage the folder tree.
• The ability to change their role in a meeting or folder in which they are a member.
• The ability to change the role and content of a dashboard.
• The ability to make the contents of a folder confidential (see Super Administrator).

“Administrator” rights

• Reserved for ‘Executive’ rights holders, they will open the ‘Users’ menu and allow you to manage the licences of all the users in the account.
• Manage account settings (logo, login).

“Super Administrator” rights

• Reserved for holders of an ‘Executive’ licence, they will give access to all non-confidential files in the Perfony account. This will enable the Super Administrator to optimise the overall tree structure of the account’s folders.

Rights by licence in detail :