User Roles

About

The user's role controls their access to the product, and is initially set when creating a user, and can be adjusted in the User Profile.

Note that adjusting this will affect what form submissions they can view in the web portal.

Mobile-Only User

Many frontline workers only use the TrueContext mobile app and don't need to see the web portal's framework. The Mobile-Only User is a common role for these frontline workers, where they only use the web portal to set their password.

  • Mobile-only users can submit forms from their mobile devices.
  • Can change their own password from the web portal, but have no other access to administration tools.

User

Users have a little bit more flexibility than the Mobile-Only users: their permissions can be set so that they can build forms in particular formspaces (using FormSpace permissionsClosed FormSpace Permissions control the permissions that a user group has in a particular FormSpace. These are primarily used to control the forms (and the state of form) users can access on their mobile devices. Less commonly, FormSpace permissions give non-admin Users some administrative access to a particular FormSpace without giving them full Admin access to all FormSpaces.), or various other things described below.

Admin

Admins have the most power over a team: they are the highest level of access to a TrueContext team.