Users with the admin role can be assigned as authors and reporters to a workspace, unless they are already an admin for that workspace.When you see the name of a user you'd like to add, simply select them to add them as an author or reporter. Select the Specific authors and reporters radio button in the 'Authors & Reporters' tab.Īs you start typing, OpenForms will pre-fill the search bar with authors, reporters and admins from your user database. To restrict a workspace to specific authors and reporters: If all of a workspace's administrators are removed (for example, if the sole admin of a workspace leaves your organization and their user account is deactivated), any OpenForms user with the admin role can edit that workspace and assign new administrators as needed.Īccount owners can also edit a workspace at any time.Īuthors and r eporters can build forms and access response data within a workspace, respectively.īy default, when you create a workspace, all OpenForms users with the author or reporter role at your organization will be able to access that workspace as an author or reporter. To remove an administrator, select Remove from the '.' menu for that admin. When you see the name of a user you'd like to add, simply select them to add them as an administrator. Type a name in the predictive search bar.Īs you start typing, OpenForms will pre-fill the search bar with admins from your user database. Select the Specific admins radio button from the 'Administrators' tab. To restrict access to a workspace to specific admins:
#Watchdox workspaces full
Workspace admins also have full author and reporter access to that workspace.īy default, when you create a workspace, all OpenForms users with the admin role at your organization will be able to administer that workspace.
Assign administratorsĪdministrators can assign users and forms to a workspace, and make changes to the workspace itself. See our help topic about managing users to learn more about assigning roles.Īccount owners automatically have full access to every workspace. Only users that already have admin, author or reporter permissions in OpenForms can be assigned those roles in a workspace. Assign users to a workspaceĮach workspace can be assigned a list of administrators and a list of authors and reporters. Create and edit workspacesįrom the main menu, go to Admin > Workspaces > Create Workspaceįrom the main menu, go to Admin > Workspacesįrom the ‘.’ menu for the workspace you want to edit, elect EditĮither of these actions will take you to the Create/Edit workspace screen.įrom this screen, you can name (or rename) your workspace, and assign users. (For example, staff in a planning department might only have access to forms in that workspace).Īccount owners always have full access to all workspaces. (For example, building application forms or parks & rec forms).Īdmins can restrict permissions to particular workspaces, so only the staff that need particular forms or responses can access them. When browsing the forms list, users can use the change workspace dropdown to browse forms grouped into workspaces.
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