Within your business account, GoCanvas allows you to add multiple users and assign them different roles depending on what they need to be able to access.
There are four different types of user roles. Each type has a different capabilities. See the list below for the types and privileges:
Company Administrator:
- Add/remove users/manage user groups
- Handle billing and payment
- Design and build forms
- See all Submissions (on web)
- See their own Submissions (on web and mobile)
- Create Submissions
- Manage Reference Data
- Create and edit Dispatches
Company Designer:
- Design and build forms
- See all Submissions
- Create Submissions
- Manage Reference Data
- Create and edit Dispatches
Company Dispatcher:
- See all Submissions
- Create Submissions
- Manage Reference Data
- Create and edit Dispatches
Company Reporter:
- See all Submissions
- Create Submissions
- Manage Reference Data
Company User:
- Create Submissions
- See their own Submissions
Editing User Roles
Roles can be assigned when adding a new user or edited later. Follow the steps below to edit a user's role:
Note: Only Company Admins can add or change users.
- Go to Account > Users.
- Click on the username you wish to change.
- Click the Edit button next to Profile Information.
- Scroll down to the bottom, and change the privilege.
- Click Save.
More Information
More information on how to add users to a GoCanvas account can be found in our how to add users help topic.
Comments
2 comments
is it possible for a designer to test an app before publishing
sometimes before I publish i need to check that everyhthing is in place as a designer
is there a TEST Function before publising??
Please advice,
Ignacio
So I went in to edit a user and - the Company Dispatcher role is not available?
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