Users
User roles determine their access to data within an organization. User roles are set at the module level within accounts in an organization. The following roles can be assigned:
Organization Admin: Can add, delete, and edit accounts and modules in the organization.
Account Admin: Can add and edit modules for the account. The user can access data for the specific account, but not other accounts in the organization.
Module Admin: Can edit and configure the selected module.
Collaborator: Can view records and submit forms.
Users can have access to multiple modules and accounts, and their role in each module or account can differ based on the access needed. For example, an Account Admin in the IT Division of a company might also need to access forms in the Fleet division. In this scenario, the Account Admin can be given the Collaborator role for the Fleet module outside the account they administer.
Organization Admins, Account Admins, and Module Admins can invite and assign roles to other users within their allowed modules.
Invite users to a module
In the navigation pane, select
Settings > Account Management.Click for the account and module for which you want to invite users.
Click Manage in the Users tile.
Click Invite users. The Invite users pane is displayed.
For Role, select the appropriate role for the users:
Organization Admin: Can add, delete, and edit accounts and modules in the organization.
Account Admin: Can add and edit modules for the account. Data is accessible in the specific account, but not other accounts in the organization.
Module Admin: Can edit and configure the selected module.
Collaborator: Can view records and submit forms.
<Custom role name>: Can perform the tasks configured in the custom role.
Users do not have access to data across accounts with the Account Admin role. However, Account Admin access can be granted to a user for modules of multiple accounts to associate the user with multiple accounts.
Enter the email address of the user. To enter multiple user emails, press Enter to add each email on a new line.
Click Save.
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