DreamSave Insights User Permissions

DreamSave Insights User Permissions

At DreamStart Labs, we pride ourselves on the bank-grade level of data privacy, protection and security that our users can rely on when choosing DreamSave for their digital record-keeping needs. For our NGO partners, DreamSave Insights™ offers an equal level of security to ensure that any given user is only able to access and view saving group data according to the permission level defined by the NGO account owner. 


The DreamSave Insights™ platform enables account owners to designate certain levels of permission to each user during the invitation process. A hierarchy of five user types, each associated with increasingly restricted permissions, is available to partners to select from. Custom user types can also be created by the account owner with bespoke permissions set as needed. See the below table for an overview of available user types to choose from on the platform:


User Type

Description

Company profile customisation

Account profile settings

Data Access

  1. Account Owner

The Insights account manager for your organization including managing billing and payments. Usually a person who sits in HQ.

Full permission to edit company details

* 		Full permission
  • checked

    Cross-country data

  • checked

    All project data

  • checkedAll Group data

  1. Country User

 Possesses the highest level of visibility across one/multiple countries and can edit user info.
 Read-only permission
 Full permission
  • checked

    Cross-country data

  • checked

    All project data

  • checked

    All Group data within a specified country

  1. Project User

Manages one/multiple projects within a given country

Read-only permission

Limited to assigned project settings
  • checked

    Assigned country data

  • checked

    Assigned project data

  • checked

    Group data assigned to given project

  1. Limited

Invited to view Insights data within their assigned project(s)

Read-only permission

Limited to assigned project facilitator settings
  • checked

    Assigned country data

  • checked

    Assigned project data

  • checked

    Group data assigned to given project

  1. National user

Invited to view Insights data within a country, across projects and consortium partners

Read-only permission

Restricted permission
  • checked

    Assigned country data

  • checked

    All project data

  • checked

    Group data within a specified country

  1. Custom

A bespoke user profile created by the Account Owner to suit unique data access permission. E.g. a FSP partner user

Read-only permission

Determined by Account Owner

Determined by Account Owner

Note that user-level permissions can only be edited or updated by a user with a more senior permission level. Users at the same level cannot edit the permissions of the other or those with a higher rank. 



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