User Roles
Your account type and roles determine which actions you're allowed to take in FieldDoc. Explore the different user types and roles to help you decide which setup is right for you.
Last updated
Your account type and roles determine which actions you're allowed to take in FieldDoc. Explore the different user types and roles to help you decide which setup is right for you.
Last updated
Stewarding data for an organization is a multi-person, multi-year effort so it's important that data is accessible across an organization and not limited to single-viewer accounts. FieldDoc organizations represent real-world entities, such as companies or non-profits, whose employees and/or volunteers manage data using the platform and its associated tools. All data and activities in FieldDoc are linked to an organization. As the users within an organization change over time, the data remains constant. All users within an organization are categorized as standard or general users.
All users are assigned to an organization, regardless of their user type or role.
Standard FieldDoc users can create a portfolio of activities and metrics, collaborate on activities created by other users, or share their activities through a Pact. Users are associated with an organization, which allows all members to view records within that organization. If you're using FieldDoc for grant reporting, a Standard account is required.
Within an organization, users can be assigned either Admin or Read-Only access to a portfolio.
Upon registration, all FieldDoc users start with Standard access. Through the registration process, you'll complete your standard account setup. Once you have created an account and assigned yourself to your organization, you will be able to add, edit, and delete data within your organization's portfolio.
If you would like to upgrade your account to one of the user types listed below, please reach out to support@fielddoc.org for assistance.
This work is nothing if not a team effort! We want to make sure that your full team — both within your organization and those outside of it — can access the relevant information in FieldDoc. Collaborators are Standard users that have been given access to a Workspace, Project, Pact, or Activity outside of their organization. Collaborators are often Technical Service Providers (TSP) who support a grant recipient on everything from data management to sharing of detailed engineering designs.
Collaborators looking to use FieldDoc to support their partners and clients must configure their own organization and a standard user account, just like the organizations that they are service - even if you are only working with one other organization in FieldDoc. Your collaborators can add you to their workspaces or projects after you have created your account.
Programs hosted in FieldDoc have a curated list of activity types, metrics, models, and target outcomes. Programs collect Activities from their constituents via Pacts. Program Managers are assigned by FieldDoc staff to the Program(s) that they manage. Once we configure a Program Manager account, that user can see all Pacts assigned to their program.
FieldDoc offers two types of user roles: Admin and Viewer. These roles are available at various entry points, including Organizations, Workspaces, Projects, Pacts, and Activities. This enables you to share and collaborate on FieldDoc records at your preferred scale.
For example, you may work with a contractor who needs broad access to your workspace. Adding that person as a Workspace Admin will grant them full permissions on all Project, Pact, and Activity records within your workspace (but not your organization settings). By contrast, sometimes you might need to invite a third-party to assist on a subset of your Activity records. In that case, a sound approach is to add those activities to a Project and share the Project with one or more of your external collaborators.
Organization Admins have unrestricted access to an organization’s data and settings. They can add, modify, and delete records (e.g. projects, activities, metrics, pacts) and members.
Organization Viewers have read-only access to an organization’s data and settings. Users assigned the Viewer role will not be able to edit or delete any records within their organization's account.
Workspace Admins have unrestricted access to a workspace’s data and settings. They can add, modify, and delete records (e.g. projects, activities, metrics, pacts) and members within the workspace.
Workspace Viewers have read-only access to a workspace’s data and settings. Users assigned the Viewer role will not be able to edit or delete any records within the workspace.
Project Admins have unrestricted access to a project’s data and settings. They can add, modify, and delete records (e.g. projects, activities, metrics) and members within the project.
Project Viewers have read-only access to a project’s data and settings. Users assigned the Viewer role will not be able to edit or delete the project or any records that it contains.
🚧Pact roles do not have access to the pact's program-level, workspace-level, or organization-level members or other settings.
Pact Admins have unrestricted access to a pact’s data and settings. They can add, modify, and delete records (e.g. activities, metrics) and members within the pact.
Pact Viewers have read-only access to a pact’s data and settings. Users assigned the Viewer role will not be able to edit or delete the pact or any records that it contains.
Activity Admins have unrestricted access to an activity’s data and settings, including collaborators, metric values, and all activity metadata.
Activity Viewers have read-only access to an activity’s data and settings. Users assigned the Viewer role will not be able to edit or delete the activity or any records that it contains (e.g. files, metric values, model outputs).
Organization
Workspaces
Collaboration