This article provides information about the different User Roles on an Account level and at the Department level as well a the permissions granted to each.
Department functionality allows you to separate GoCanvas forms, submission data, and users inside a single GoCanvas account.
Please Note
There may be permissions not explicitly included in this article that are specific to a premium feature or subscription tier. This article includes general permissions available to most accounts, with some exceptions.
User Roles
Once you have your Departments set up, you can add new users for the Department or edit the existing users. Users can be members of multiple Departments with different Roles within each one but they must be members of at least one 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.
Account level
- 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 and Reference Images
- Create and edit Dispatches
- Schedule exports
- Run all Reports
- View all submissions
- Create submissions
- Manage Reference Data and Reference Images
- Run a few select Reports
- Edit their own Profile
- View the Analytics Dashboard
- Cannot log into the GoCanvas web portal
- Only available for accounts with Analytics enabled
- Create submissions
- View and/or edit their own submissions (on mobile)
To learn more, see, "Mobile Only User Role."
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 and assigned forms.
Department level
- 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 and Reference Images
- Create and edit Dispatches
- Schedule exports
- Run all Reports
- Build forms, edit Form Settings, and design PDFs
- View Department submissions
- Create submissions
- Manage Reference Data and Reference Images
- Create and edit Dispatches
- Run a few select Reports
- Edit their own Profile
- View Department submissions
- Create submissions
- Manage Reference Data and Reference Images
- Create and edit Dispatches
- Run a couple select Reports
- Edit their own Profile
- View Department submissions
- Create submissions
- Manage Reference Data
- Run a few select Reports
- Edit their own Profile
- Create submissions
- View submissions and PDFs across all users in the Department
- Edit their own submissions (on web and mobile)
- Edit their own Profile
- Create submissions
- View and/or edit their own submissions (on web and mobile)
- Edit their own Profile
Note
If you don't have Departments enabled, see, "User Roles and permissions."
Did we answer your question?
We'd really appreciate your feedback! Please leave your suggestions for improvement in the comments or let us know what you're looking for so we can assist you better. We want to help, but we need to understand your needs!
Comments
0 commentsPlease sign in to leave a comment.