This article provides information about the permissions granted to each User Role in GoCanvas.
GoCanvas has several User Roles that give Admins control over what each user can and cannot access within the web portal.
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
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 and Reference Images
- 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 and Reference Images
- Create and edit Dispatches
- Run a few select Reports
- Edit their own Profile
Company Dispatcher
- View all submissions
- Create submissions
- Manage Reference Data and Reference Images
- Create and edit Dispatches
- Run a couple select Reports
- Edit their own Profile
Company Reporter
- View all submissions
- Create submissions
- Manage Reference Data and Reference Images
- 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
Analytics Viewer
- View the Analytics Dashboard
- Cannot log into the GoCanvas web portal
- Only available for accounts with Analytics enabled
Mobile Only User
- Create submissions
- View and/or edit their own submissions (on mobile)
To learn more, see, "Mobile Only User Role."
Note
If you have Departments enabled, see, "User Roles when Departments are enabled."
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