3.3 User roles

For security reasons, your Zegeba site must have at least two Administrators. Users who will be capturing data should be defined as Data Collectors. For smaller companies, these are generally the only roles needed. If a Data Collector needs access to the data others have entered in a form, the collector must also be defined as a Data Manager if they use the Forms app. Those who use tasks in the Next app do not need to be Data Managers, as the role of Task User will give them access to other people’s data within their tasks.

Only Admins and Access Managers have the menu option Users. Admins will see all users registered in Zegeba, but for security reasons Access Managers will not see other Access Managers nor Admins in the user list. Also note that Access Managers can only assign to others the roles they have themselves, such as Data Collector, Data Manager etc. But only Admins can assign the Access Manager role.

If users are being assigned to a task without having access to the task forms nor being Task Users, they will automatically get the form and task permissions for this.

Note: We recommend registering each user with their own name, as opposed to for instance defining one user per tablet and have many people log in with this one user. For control and security purposes it’s important to be able to identify each person that registers data in the system.

Can do	Admin	Access Manager	Form Manager	Data Manager	Data Collector	Tasks User	Database User	Resource Manager	Tasks Admin
Add, edit and view their own data	X				X	X
Add, edit and view all data in assigned forms	X			X		X
Assign data to other users	X			X
Assign forms to another user	X			X
Create and edit forms	X		X
Edit and view forms created by this user	X		X
Edit and view forms and data of all users in assigned forms	X		X
Edit and view forms and data of all users	X	X
Create and edit users	X	X
Delete users, forms, data	X	X
Import and export forms	X	X
Configuration (Admin panel)	X
Use tasks	X					X
Request connection to MySQL database	X						X
Create and modify files in Resources	X							X
Do anything related to tasks	X								X

Managing Zegeba from the Dashboard