1. GoCanvas Help Center
  2. Advanced Team Management
  3. Departments

User Roles when Departments are Enabled

Updated
Lauren Sunday
Community Manager
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Department functionality allows you to separate GoCanvas forms, submission data, and users inside a single GoCanvas account.

User Roles

Once you have your Departments set up, you can add new users for the Department or edit the existing users. Each user must be assigned to at least one department and a role within that department. Users can be members of multiple departments with different roles within each department.

Account level users, excluding Mobile Only User, are able to access data and settings company wide while department level users control data and settings for the department they belong to. 

Please Note

Mobile Only Users are only able to see the forms they are assigned to from the GoCanvas application. Users given this role at the Account level will still need to be added to at least one department in order to be assigned any forms.

Each user role has it's own set of permissions.

Account Admin
  • 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.
Account Reporter
  • View all submissions,
  • Create submissions,
  • Manage Reference Data,
  • Run a few select reports,
  • 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.
Department Admin
  • Add or remove users, edit department user profiles, and manage user groups,
  • 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.
Department Designer
  • Build forms, edit form settings, and design PDFs,
  • View department submissions,
  • Create submissions,
  • Manage Reference Data,
  • Create and edit Dispatches,
  • Run a few select reports,
  • Edit their own profile.
Department Dispatcher
  • View department submissions,
  • Create submissions,
  • Manage Reference Data,
  • Create and edit Dispatches,
  • Run a couple select reports,
  • Edit their own profile.
Department Reporter
  • View department submissions,
  • Create submissions,
  • Manage Reference Data,
  • Run a few select reports,
  • Edit their own profile.
Department Viewer
  • Create submissions,
  • View submissions and PDFs across all users in the department,
  • Edit their own submissions (on web and mobile),
  • Edit their own profile.
Department User
  • Create submissions,
  • View and/or edit their own submissions (on web and mobile),
  • Edit their own profile.

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