Roles and Permissions

At Fieldata, we ensure secure and efficient project management through a robust Roles and Permissions system. This feature allows organizations to define specific user roles, each with customized access levels to data and functionalities.

Key Roles

• Organization Admin: Full control over all platform features, including managing users, creating projects, configuring settings, and overseeing overall system operations.

• Project Manager: Oversees specific projects, manages data collection efforts, assigns forms, and monitors progress through dashboards and reports.

• Form Manager: Creates and customizes forms for data collection, ensuring forms are aligned with project requirements and user needs.

• Data Manager: Reviews and validates collected data, generates reports, and analyzes key performance metrics to provide actionable insights.

• Web User: Accesses and interacts with project data via the web portal, with specific permissions to view or manage forms based on their role in the organization.

• Enumerator: Engages in fieldwork by accessing assigned data collection forms, gathering information, and submitting surveys through mobile devices.

• Viewer: Can check the reporting and view things on forms.

Permissions

1. Organization Level: These permissions grant users access to manage high-level organizational settings and functionalities that apply across all projects within the organization.

2. Project Level Permission: Project-level permissions are specific to individual projects and allow for more granular control over what each user can do within a particular project.

Permission	Organization Level	Project Level	Access
Manage Organization (Admin)	✓		Organization setting Update information Change status Bill and invoice Project Form Data Web User Enumerator
Manage Project		✓	Update project User Access Form Assign Enumerator
Manage Form	✓	✓	Form Upload Form Design Form Preview History Upload Media Dynamic CSV
Manage Data	✓	✓	View submissions Download Data Manage Data (Delete/Revert)
Manage Web Users	✓		Create/update Manage Access (Exclude Admin) Change Status
Manage Enumerator	✓	✓	Create/update Change Status
Viewer	✓	✓	Form Overview Form Preview History Location Visualizations