User roles and permissions

Documentation Index

Fetch the complete documentation index at: https://help.broadstripes.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Before you invite a new organizer or change permissions granted to an existing organizer, you’ll want to understand the difference between each of Broadstripes’ user roles. This article gives an in-depth look at Broadstripes’ three user roles including exactly what they are allowed to see and do within the project.

• Basic Users
• Project Admins

Once you’ve decided what kind of role a user will play, you can visit the user and membership overview for videos and step-by-step instructions on adding users and assigning or editing user permissions.

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User roles

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Basic user

A basic user is a member of a particular project with all the necessary permissions to work with the data in that project. They can:

• Create, edit, and delete contact records for people and organizations (i.e. shops and departments).
• Create, edit, and delete events.
• Create and save searches and layouts (personal or shared).
• Create and save lists (personal or shared)

In addition, a project admin can grant a basic user any of the following optional per-user permissions when inviting them or by editing their membership later:

• Download CSV / XLSX files — export search results as spreadsheets.
• Merge contacts — combine duplicate contact records.
• Manage public forms — create, edit, and configure public forms.
• Perform data imports — import spreadsheets of contact data into the project.

If a basic user does not have one of these permissions, the corresponding feature is not available to them in their project.

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Project admin

A project admin has all the capabilities a basic user does. In addition, they can:

• Invite new users, promote existing users to admin, and deactivate existing user memberships from the project.
• Create, update, and delete all project data such as:
  • Custom fields
  • Assessments (aka codes)
  • Leader roles
  • External systems
  • User groups
  • Status reports
  • Calculated columns
  • Contact types
• Import data via spreadsheet.
• Import shape files.

Admins may have other capabilities as well, as determined by the configuration of your project. For example, if a project has SMS (i.e. text) messaging features enabled, admins will have the ability to provision SMS numbers for users. Note that a user may be an admin in one project and a basic user in another.