# 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.

<table><thead><tr><th width="163">Permission</th><th width="179">Organization Level</th><th width="135">Project Level</th><th>Access</th></tr></thead><tbody><tr><td><strong>Manage Organization (Admin)</strong></td><td>✓</td><td></td><td><ol><li>Organization setting</li></ol><ul><li>Update information</li><li>Change status</li><li>Bill and invoice</li></ul><ol start="2"><li>Project</li><li>Form</li><li>Data</li><li>Web User</li><li>Enumerator</li></ol></td></tr><tr><td><strong>Manage Project</strong></td><td></td><td>✓</td><td><ol><li>Update project</li><li>User Access</li><li>Form</li><li>Assign Enumerator</li></ol></td></tr><tr><td><strong>Manage Form</strong></td><td>✓</td><td>✓</td><td><ol><li>Form Upload</li><li>Form Design</li><li>Form Preview</li><li>History</li><li>Upload Media</li><li>Dynamic CSV</li></ol></td></tr><tr><td><strong>Manage Data</strong></td><td>✓</td><td>✓</td><td><ol><li>View submissions</li><li>Download Data</li><li>Manage Data (Delete/Revert)</li></ol></td></tr><tr><td><strong>Manage Web Users</strong></td><td>✓</td><td></td><td><ol><li>Create/update</li><li>Manage Access (Exclude Admin)</li></ol><ol><li>Change Status</li></ol></td></tr><tr><td><strong>Manage Enumerator</strong></td><td>✓</td><td>✓</td><td><ol><li>Create/update</li><li>Change Status</li></ol></td></tr><tr><td><strong>Viewer</strong></td><td>✓</td><td>✓</td><td><ol><li>Form Overview</li><li>Form Preview</li><li>History</li><li>Location</li><li>Visualizations</li></ol></td></tr></tbody></table>
