Access controls and leavers
For IT and managers: who in your organisation can see and change what, how admin rights work, and what happens to someone's access and data when they leave.
Access in Lifetick follows your reporting lines. Each person has one role that decides whose goals they can see, and a few people are admins who run the organisation's settings.
Roles
| Role | Sees |
|---|---|
| Team member | Their own goals only |
| Manager | Their own team: the people who report to them |
| Manager with extra people | Their own team, plus people an admin chooses |
| Super manager | Everyone in the organisation |
Admins can also change settings, branding, core values and billing, and manage everyone. The person who signs up the organisation is its first admin. Only admins can make someone an admin, a super manager or a manager with extra people. See Roles: owner, manager, member.
In a coaching account the roles are client, coach and super coach. In a school they're student, teacher and super teacher.
What stays private
Some things never reach a manager or an admin, whatever their role:
- Journal notes and tracker values. Always private to the person.
- Goals marked private. People tick Keep this goal private from my manager. Private goals are left out of reports and exports too.
- Messages between other people.
- Passwords.
Check-in answers go to the person's own manager. Admins see how many people answered, not what they wrote. See Who can see what.
Bringing people in
- Invite links join people to a manager and group you choose. Each link expires after 7, 14, 30 or 90 days, and you can revoke it at any time.
- Email invites and spreadsheet upload add named people.
- Someone who already belongs to another organisation on Lifetick can't join yours.
When someone leaves
You have three choices, from People and invites:
- Deactivate. They can't sign in, and they stop counting towards your bill. Their goals and history stay, so you can bring them back later. See Deactivate someone.
- Release. They leave your organisation and keep their own account and goals as a personal account.
- Delete. Their account, goals, tasks, journal and trackers are deleted. It can't be undone. Their check-in answers, messages and one-on-one notes stay with your organisation.
Deactivating or deleting someone signs them out everywhere. The iPhone app stops working for them straight away, and the web app within 5 minutes.
People in an organisation can't delete their own account. They ask an admin.
If you use single sign-on
With single sign-on turned on, removing someone from your directory stops them signing in. Deactivate them in Lifetick too, so they drop off your bill and your managers' lists. See Sign in options for your organisation.
When your organisation stops using Lifetick
If payments stop, you have 14 days to sort them out. After that, or when you close the account, your organisation and its data are deleted. People keep their own personal Lifetick account. Download anything you want to keep first. See Export your data.
