Daymi uses a combination of global role-based and team role-based access control. What you can view or do as a user depends on:
Your global role – shown in your profile: Viewer, User, Approver, or Super Admin (or just User and Super Admin if team boundaries are enabled).
Your team role – defined per team you are a member of (found under Teams in your profile): Viewer, User, Approver, or Team Admin.
Team roles only apply if your organization has team boundaries enabled.
🔓 Companies without team boundaries
💡We’re actively encouraging clients to migrate to the global + team role access model (see: Companies with team boundaries). |
In this obsolete model, access is broad and not restricted by team assignment. Roles function as follows:
Viewer
Has read-only access to the dashboard and issues, with no ability to make changes or update any information.Users
Have limited view access. Can access a dashboard, change process status (cannot approve/reject), manage tasks and deploy templates on any team within organization.Approvers
User rights plus the ability to approve/reject processes on any team within organization.Super Admins
Full control: create and edit processes, manage organization wide settings, invite users, and grant super admin access to others.
🔒 Companies with team boundaries
Access is tied to team membership. You can only see and interact with data related to the teams you are member of. Your global role defines your overall access level, while your team role defines what you can do within each team - unless you're a Super Admin.
Global Roles
Super Admins
Has full access across all teams and organization-wide settings.
To view or work with a team’s data (e.g., dashboards, processes), they must add themselves to that team via Settings → Teams.
Once part of a team, team-level permissions do not apply - they have full control.
Team Roles (for Users only)
Viewer
Read-only access to team dashboard and issues; no edits or updates allowed.User
Can access a dashboard, change process status (cannot approve/reject), manage tasks and deploy templates.Approver
Has all User permissions, plus the ability to approve or reject processes.Team Admin
Can manage the team’s process register, reports, and settings, invite users to the team, and assign team roles.
Cannot access or manage organisation-wide settings - only Super Admins can.
Granting Admin Rights
During Onboarding
We grant Super Admin rights upon request, allowing the designated person to manage user roles within your organization.
Managing Access in Companies Without Team Boundaries 🔓
If you need extended access (e.g., you're a regular user):
Ask a colleague with Super Admin rights to update your role.
Go to Users → Locate the desired user → Click Change → Choose a role from the dropdown → Click Save.  |
Managing Access in Team Boundary-Enabled Organizations🔒
If your organization has team boundaries enabled, access is more granular and based on team memberships. Users can only see and interact with content linked to the teams they belong to.
To delegate management responsibilities within specific teams:
Go to Teams → Locate the desired team → Click Change → Assign roles to users → Click Save. 
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