User roles and permissions

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

User roles

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, on a per-user basis, a project admin can enable a user to download data in XLSX or CSV format. If a user does not have this permission, they will not be able to export lists to spreadsheet form.

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 remove existing users 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.

Field user

Field users are similar to basic users, but with the following significant limitations. They are:

• limited to the simplified, mobile-friendly version of the Broadstripes UI
• able to “see” only the worker records for people they lead themselves
• able to create new worker records via the mobile-friendly UI