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Security roles

Roles are made up of a collection of permissions that let users complete allowed tasks within Collect. Unauthorized users can't see data they're not meant to.

Rules​

  • The users or groups you can select must be in your directory service.
  • Within each app, each user must be associated with only one role.
  • At least one Collect Administrator must exist at all times.
  • A second valid administrator must be added before an existing Collect Administrator can be removed.

Global roles​

RolePermissions
Collect AdministratorFull access, everywhere
Application CreatorCreate and import new Collect apps

Only Collect Administrators can:

  • Assign global roles to users or groups
  • Edit global roles for new or existing users
  • Manage global lookup lists

Application-level roles​

RolePermissions
Application AdministratorAll permissions within a designated app
ContributorAll record-management permissions
ReaderView and export records

Only Application Administrators can assign and edit application-level roles for their app, and manage that app's lookup lists.