Managing User Roles

User Roles are a feature that can be used to control how and what people can access on the platform. This will primarily be managed by the Account Admin of a particular organization who will define roles and assign them to different users . It is within these roles that permissions are defined for the users of the platform.

To best setup the various roles that would meet your organization's needs, break down each user's functions according your communications and engagement plan prior to setting up a role. This would provide further insight into the structure that would be laid down for your users.

If you have any questions and queries on how the user roles feature works, feel free to reach out to support@echomobile.org

How does user roles affect user levels?

Only Regular Users and Echo Agent users can have a role assigned to their account. Account Admins will by default have the permission to read, edit, create, amend and delete all objects. Modules Only users only have access to specific modules and will not have any permissions to the core platform.

Roles and Regular Users

As regular users have access to the platform, you can create roles with permission to read, edit, create, amend and delete Contact groups, Project folders and Products.

Ready to setup permissions for your regular user? Go ahead and create your first role

Roles and Echo Agent Users

As Echo Agent User only have access to the Echo Agent App, this means that they will not have any permissions to the web platform. By creating and assigning roles to Echo Agent users you can control the project folder and subsequent survey an agent can see and download onto their devices. If your agents are also collecting phone numbers with the field data, they would also need permissions to create contacts in the default group.

Would you like to set up permissions for your Echo Agent users? Drop us an email to support@echomobile.io  and we can get you set up on this

Related Topics

1. Create a New Role
   
2. Assign Contact Groups Permissions to a Role
   
3. Assign Project Permissions to a Role
   
4. Assign Product Permissions to a Role
   
5. Assign a Role to a User
   

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