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)

✓

  1. Organization setting

  • Update information

  • Change status

  • Bill and invoice

  1. Project

  2. Form

  3. Data

  4. Web User

  5. Enumerator

Manage Project

✓

  1. Update project

  2. User Access

  3. Form

  4. Assign Enumerator

Manage Form

✓

✓

  1. Form Upload

  2. Form Design

  3. Form Preview

  4. History

  5. Upload Media

  6. Dynamic CSV

Manage Data

✓

✓

  1. View submissions

  2. Download Data

  3. Manage Data (Delete/Revert)

Manage Web Users

✓

  1. Create/update

  2. Manage Access (Exclude Admin)

  1. Change Status

Manage Enumerator

✓

✓

  1. Create/update

  2. Change Status

Viewer

✓

✓

  1. Form Overview

  2. Form Preview

  3. History

  4. Location

  5. Visualizations

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