User Access Levels

Within the Users Page, there are three access levels you can grant users: Admin, Dashboard, and Mobile.

Admin:

The highest level of access, so be selective about who you give this permission. Users with Admin permission can access the following features:

• Manage Users
• Managing Tags
• Use the Audit Feature
• Setup and Update Billing
• View Invoices

Note: These features require Dashboard access. Admin users are automatically granted Dashboard access too.

Dashboard:

Ability to carry out office-based tasks like scheduling jobs, completing quality control checks, and creating reports. They can:

• Access the Dashboard
• Schedule Jobs
• Archive Jobs
• Add Reports to a Job
• Add Data Using the Browser
• Copy Reports
• Move Reports
• Update the Job Status
• View Reports
• Download Reports

Mobile:

Ability to collect survey data on-site using a mobile phone or tablet device.

• Access the Mobile App
• View Jobs Assigned to You
• Create Draft Jobs
• Add Reports to a Job
• Add Data Using the Mobile App
• Update the Job Status

Note: Only users with 'Mobile' access require a licence. Read more.

Updating User Permissions

You can update user permissions as follows:

1. Open the Dashboard.

2. Browse to the Users page.

3. Select the relevant user (this will open the side menu).

4. Toggle the permissions as required.

5. Click Save.

The users permissions are instantly updated.

Reduce Licenses if Needed

Users with 'Mobile' access require a license in the Billing page.

If you are removing Mobile access from a user, and it is no longer needed, be sure to reduce the number of licences to avoid overpaying.