Globality provides two account-level roles: Provider Administrator and Team Member, both designed to help your company efficiently manage projects and clients within the platform. Either role can also act as the Primary Contact for client relationships.

Access Projects

Provider Administrators and Team Members will only have access to the projects they are directly involved in, ensuring client confidentiality. Clients decide which individuals receive the initial project invitations. Once your company is invited to a project, the project team can invite additional members as needed.

Edit Smart Profile

Provider Administrators can edit the company profile to ensure accurate and up-to-date information is shared with clients.

View Clients and Primary Contacts  

Provider Administrators and the assigned Primary Contacts can view and edit the Primary Contacts associated with each respective client. Administrators can also manage Primary Contacts across all client relationships.

Manage Company Users 

Any user can invite new users to join a project within Globality. Provider Administrators, however, have additional capabilities to manage users from the Team page in the Administration section.

Account-Level Roles Matrix 

The account-level roles and permissions have the following capabilities: 

If you have any questions, please contact Globality Support.