Documentation Index
Fetch the complete documentation index at: https://docs.medstrato.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
MedStrato uses a role-based access control (RBAC) system that lets workspace admins control exactly what each team member can see and do. Permissions are organized by module (Products, Tenders, Training, etc.) and by action (view, create, edit, delete).Where to find it
Open Settings → Teams tab.Teams
Teams let you organize members into functional groups (e.g., “Bid Team”, “Product Managers”, “Marketing”). Each team member is assigned a role that determines their permissions.Creating a team
- Go to Settings → Teams.
- Click Create Team.
- Enter a team name and optional description.
- Add members and assign roles.
- Click Save.
Roles
MedStrato comes with built-in role presets that cover common organizational structures:| Role | Access level |
|---|---|
| Owner | Full access to everything, including billing and admin settings |
| Admin | Full access to all modules, can manage members and roles |
| Manager | Can view and edit all modules, manage team assignments |
| Editor | Can view and edit content across assigned modules |
| Viewer | Read-only access to assigned modules |
Custom permissions
Admins can customize permissions at a granular level for each module:- Products — view, create, edit, delete
- Tenders — view, create, edit, delete, manage responses
- Training — view, take sessions, view team performance
- Knowledge — view, create, edit
- Institutions — view, create, edit, delete
- KOLs — view, create, edit, manage profiles
- Campaigns — view, create, send
- Signals — view, configure monitors