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Roles 

The Roles tool is used to control which features are available for each project user role.

Roles Feature Permissions Startup PermissionsNotes

Roles

  • "Manager" role manages project users and data access
  • "User" role can add and edit project data and edit tools
  • "Colaborator" role can only view project data and add comments and manage Topics
  • "Site" is same as Users but with mobile user interface optimized for site workflows
  • "Viewer" can only view project content
  • "Public" can open projects for viewing and fill in forms if project is set as "Public"

Feature Permissions

  • Open Roles.
  • In the table, find the Feature you want to control.
  • Enable/disable the toggle for each role (Manager, User, Collaborator, Viewer, Public).
  • Click Save to apply changes.

Startup Permissions

These settings force projects to start in certain settings ON or into certain predefined viewpoint. 

Notes

  • Public settings apply when the project is published as a public project.
  • Disabling a feature for a role hides it from users with that role and prevents access to that tool