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Setting up and managing User Permissions
Setting up and managing User Permissions

How to set up and manage User Permissions to ensure everyone has the right level of access to the data.

Matthew Hammett avatar
Written by Matthew Hammett
Updated over a week ago

User Permissions are what define how much information a User is able to access within the system. It’s important to ensure you set up each User with the correct permissions so they can access what they need to and keep private information secure.

There are three different permission levels when inviting a User:

  • Owner: can access all information as well as invite and remove users

  • Contributor: can edit and create only

  • Reader: view only (everything except private projects and programs).

Setting up permissions for a new User:

  1. From any screen, go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS

  2. Select Users from the left-hand navigation bar

  3. Select Invite Users

  4. Input the details of the new User and select Search

  5. Select the Permission level you would like this user to have (Owner, Contributor, Reader)

  6. Select Invite User

  7. The new User will then receive an email with a link to activate their account. Once the account is activated, they will be able to access the system with the permission that has been selected.

Changing the permissions for an existing User:

  1. From any screen, go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS

  2. Select Users from the left-hand navigation bar

  3. Select Invite Users

  4. Input the same User information as their existing details, but ensure to update the new Permission level

  5. This will update the system, and the next time they log in, they will automatically have the new permission level.

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