Where: web portal, Settings, then Organization. Needs: the Org Admin or Workforce Manager role.
When you finish: you can pick the right role for each person and know what to expect when you change one.
The six roles
Settings, Organization, Users: the Role column shows each person's role.
Role | What the person can do |
Org Admin | Top-level admin. Full access to organization settings, members and configuration. |
Workforce Manager | Manages people without full admin access. Sees every fielder's live location and all analytics; can invite, edit and deactivate members. |
Team Admin | Can manage members and settings for their assigned team or teams. |
Analyst / Fielder | Recommended for most users. Collects and manages data across all jobs, no access to member or organization settings. |
Analyst (Read-only) | Views all jobs, objects and poles, cannot create, edit or delete, no admin access. Note that the whole Data menu (Objects, Files and Utility Map) does not appear in the left menu for this role, so pick Analyst / Fielder for anyone who needs to browse or export data. |
Basic User | Reads and writes their own data and sees data shared within their team. |
One person can hold more than one role. If someone can, or cannot, do something you expected, check all of their roles.
A Workforce Manager cannot make someone an Org Admin. Only an Org Admin can. If you want to delegate people management but keep control of the top role, Workforce Manager is exactly right.
Whether fielders appear on the map is a setting for the whole organization, not part of any role. See Your organization map.
A menu is not a permission
The menu a person sees and what they are allowed to do are decided separately in Cloneable today, and they do not always agree. A missing menu item does not always mean they are blocked; a visible one does not always mean they can do everything on it. Do not check a role by looking at someone's menu. If it matters that a person cannot do something, tell us what you need and we will confirm it.
One example that looks like a fault: a read-only analyst loses the data section from their menu entirely, even though the role exists to let people view data.
After you change somebody's role
Ask them to refresh the page. Changes can take a few minutes to reach someone already signed in.
If it still looks wrong, have them sign out and back in.
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