Security

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You must have administrative permissions to make any changes to roles.

Types of roles

There are three broad role types:

Role type

Does this...

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Business user

  • Manages their day-to-day activities using the web application or Roam.
  • Accesses and works only in those parts of the system that their assigned roles allow them to access.

Most users of the application are 'business users'.

Administrator

  • Manages the users in the system; for example they can create users and assign them to roles.

Very few users are Administrators, perhaps one for each site.

Designer

  • Uses the Designer tools to configure the system to meet the needs of the end users.
  • Creates and manages roles; defines what administrative tasks the Administrator role can do.

Very few users are Designers, perhaps one or two in the organization.

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As with all users, Designers and Administrators are also assigned to roles; their roles control what parts of the system they can see and what they can do in the designer tools.

In This Section

User and Role Management

See Also

Admin Menu

Audit Logs: Overview

Global Settings

HTML Libraries

Imports

Locality Settings

Monitor the System

Procedural Walkthroughs

Profiles and Localities

Questionnaires

Terms of Use

Tools

User Defined Filters and Views

Visualizations