Mobile Only User restricts the user from accessing the website, only allowing the user to access GoCanvas through the mobile or desktop application.

Mobile Only User

Set the Role when Creating a New User

Six of the seven user roles in GoCanvas allow users to login to both the website and the mobile application with tiers of permissions within those roles. However, some businesses want slightly less permissions for certain users. When creating a new user, admins will not have the option to choose the Mobile Only User role.   

As is typical of the process of creating a new user in an account without Departments enabled, this role will be listed as "Company User (Mobile Only)" in the Role dropdown menu. 

If your account does have Departments enabled, this role will be listed as "Mobile Only User" in the Account Role dropdown and will gray out the Department Role dropdown.

Edit a User’s Role in the Profile

If a user either needs more permissions or less, their role can also be edited from the user’s Profile page.

Navigate to the Users or Team page, following the instructions based on your Account View. 

Core View

Without Departments With Departments

Expand the Account dropdown in the left navigation and select Users.

1. At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. 
2. Expand the Account dropdown in the left navigation and select Users to see all users across Departments. 

Please note that the Department menu above Profile in the left navigation also has navigation to a Users page that is dedicated to the users of the current Department.

Project View

Without Departments With Departments

Click Team in the left navigation.

1. At the top of the left navigation, expand the menu under the GoCanvas logo indicating the current Department and switch to the All Department. 
2. Expand the Account dropdown in the left navigation and select Users to see all users across Departments.

Please note that when Departments are enabled, the Team page is dedicated to the users of the current Department.

Search and/or click the hyperlinked name of the user that you wish to edit. Scroll to Profile Information and on the right side of the page, click Edit.

Without Departments With Departments

Scroll to Role, expand the dropdown, and select "Company User (Mobile Only)."

Scroll to Account Role, expand the dropdown, and select "Mobile Only User."

The Role in Practice

If a Mobile Only User attempts to login to the website, an error message will appear stating, “Your account is not authorized for web access. Contact your administrator.”

Additionally, the “Mobile Use” settings on the Edit & View form settings page are compatible with this role. The user can either be allowed or restricted from editing or viewing the PDF for their submissions on mobile depending on whether these two permissions are checked or not.