Permissions are set per user on the 'Edit User' page. The user permissions that are available may differ based on your chosen monthly plan.


Fieldworker-only permissions 

If you have specified that a user is a fieldworker only, you can grant them access to specific projects. Granting them access to a project does not grant them access to all forms in the project. Form assignment is handled separately.


Console (full) user permissions

Console (full) users can have many additional permissions granted, as described below.



Note: You can only set up permissions for other users if you have the "Manage all team members in the project" permission enabled.



By default, a user must have access to the relevant project before you can assign any other permissions to them. If you wish to remove the user's access to the project completely, simply deselect the check box next to the 'Access the project' permission.  






PermissionExplanation
Access the project
  • Allows a basic level of access to the project - the user can see the project on the dashboard and the forms, handsets and team members linked to the project but cannot add or edit project-related data.
  • This permission is given to new users by default when they are added to the project.
  • The permission is granted automatically if any other permission is selected.
Manage project team members
  • This permission allows the user to manage the permissions for all other users in the project, including deletion of any user in the project and gives the user the ability to manage their own permissions.
  • Note: This is the most powerful permission that can be granted within a project - only grant it to admin-level users that you trust.
Manage project handsets
Conduct a form (fieldworker)
  • This permission allows forms to be assigned to the user and for the user to capture data using the Mobenzi mobile app.
  • Note: Forms must still be individually assigned to the user from the Assignments tab.
Create new projects
  • This permission allows the user to create new projects. They will automatically have all permissions to any projects they create.
Manage project settings
  • This permission gives the user access to the "Manage Project" tab where they can rename the project, configure the handset setup wizard for the project, and manage other project resources.
  • Note: This is a powerful permission - only grant it to admin-level users that you trust.
Create, design & modify forms
  • This permission allows the user to create, design and modify any form in the project. This includes publishing new versions of the form, closing/re-opening the form and deleting fields that may result in data loss.
  • Note: This is a powerful permission - only grant it to admin-level users that you trust.
Manage form assignments
  • This permission allows the user to manage fieldworker form assignments from the Assignments tab.
Move forms between projects
  • This permission allows the user to move any form in the project to any other project the user may have access to.
  • Note: Moving a form from one project to another removes all fieldworker assignments.
Send SMS messages
  • This permission allows the user to communicate with fieldworkers via the built-in SMS functionality.
View submissions
  • This permission allows the user to view any submission to any form in the project (via the Analytics grid or API).
Modify submissions
  • This permission allows the user to edit any submission to any form in the project (via the Analytics grid or API).
  • Granting this permission automatically selects the "View submissions" permission. 
Delete submissions
  • This permission allows the user to delete any submission to any form in the project (via the Analytics grid or API).
  • Granting this permission automatically selects the "View submissions" and "Edit submissions" permissions.
Create & edit reports