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In the PDPworks 4.0, we've upgraded the architecture to provide clients with greater flexibility in accessing reports and information. With that flexibility comes a few new terms that you will want to know—User, Role, Folder, and Access:
User —anyone who logs into PDPworks 4.0 with a username (email address), and password
Role—describes the function of the user within PDPworks 4.0. The new app has two roles:
Key Contact—a certified user who is the primary contact for the account and has full account access. There is one Key Contact per account.
PDP Professional—Formerly “PDP Administrator,”a user who has completed the PDP Professional Certification.
Folder —alocation where surveys and reports are organized. Folders replaced the "levels" concept and in PDPworks 2.3. While similar to levels, folders much greater organizational flexibility and ease of use.
Access—which folder(s) a user is able to use (including editing the folder name and adding sub-folders)
Watch this video about Managing users and their access to folders
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