The Seven User Roles

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GoCanvas has several user roles to give admins control over what each user can and cannot access. There are seven different user roles and each type has its own set of privileges.

User Roles

Company Administrator
  • Add or remove users, edit all user profiles, and manage user groups,
  • Handle billing and payment,
  • Build forms, edit form settings, and design PDFs,
  • View all submissions (on web),
  • View their own submissions (on web and mobile),
  • Create submissions,
  • Manage Reference Data,
  • Create and edit Dispatches,
  • Schedule exports,
  • Run all reports.
Company Designer
  • Build forms, edit form settings, and design PDFs,
  • View all submissions,
  • Create submissions,
  • Manage Reference Data,
  • Create and edit Dispatches,
  • Run a few select reports,
  • Edit their own profile.
Company Dispatcher
  • View all submissions,
  • Create submissions,
  • Manage Reference Data,
  • Create and edit Dispatches,
  • Run a couple select reports,
  • Edit their own profile.
Company Reporter
  • See all submissions,
  • Create submissions,
  • Manage Reference Data,
  • Run a few select reports,
  • Edit their own profile.
Company Viewer
  • Create submissions,
  • View all submissions and PDFs across all users on the account,
  • Edit their own submissions (on web and mobile),
  • Edit their own profile.
Company User
  • Create submissions,
  • View and/or edit their own submissions (on web and mobile),
  • Edit their own profile.
Mobile Only User
  • Create submissions,
  • View and/or edit their own submissions (on mobile),
  • Visit the Help Center article, "Mobile Only User Role," to learn more.
 
 

Note

If you have Departments enabled, visit out article on how to manage Roles and Groups when Departments is enabled.

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2 comments

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  • 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 

    0
  • So I went in to edit a user and - the Company Dispatcher role is not available?

    0