The permissions system available in Launchcloud has some impressive functionality. It allows you to control the level of access that individuals have, both to your information as well as the system as a whole. In order to segment users into groups according to their permission levels, you’ll need to use the Launchcloud Teams feature.
In addition to addressing the difference between the Launchcloud team roles, this article also explains how to:
- create a new team
- add users to a team
- assign teams to folders
- remove users from a team
- delete a team
Your users can have any of the following roles which is selected when creating teams:
- Account admin has virtually all of the same permissions as the account owner. They can view, edit & share forms in all folders, as well as add users, review & edit reports and submissions and create & manage themes.
- Client Reports gives users access to our Report dashboard and the ability to view any submissions and any of their own submissions on forms.
- Data Entry Users are able to open existing forms and enter new information. This role is meant for field operators who are collecting data without reviewing its results.
- Field Manager has access to all the folders allocated to them but also have access to all submissions in that folder and can view and edit submissions,
- Form Editor is one of the few roles which gives the user the ability to edit & share forms in a folder. The role also gives access to the view & edit all reports and submissions, manage themes.
- Operator is someone who has access to folders and forms to submit but can also view and edit only their own submissions
- Own Reports Access gives the users the view of the reports and any of their own submissions.
- Reports Access users have the ability to see our Report dashboard with access to see all reports, all & their own responses and see the location of all the responses.
- Support user only have the access to our in app chat feature.
Here is a table to easily show what roles have what access:
Creating a New Team
To start managing your teams, click on the Users button in the left sidebar which will take you to all users.
You then select Teams in the top navigation to get to see all your teams.
Launchcloud automatically creates four teams for you. However, let’s say that you have a new group of users who you expect to grow within your organization together and outgrow their current permission. In this instance, you may want to create a new team just for them. Let’s call this example team “Winter 2015 — New Hires.”
As with most Launchcloud pages, you’ll start by clicking the green add button in the top left corner. A popup box will appear asking you to enter a team name and select a permission class from the drop-down menu. Enter the information and click Save Team.
You’ll see your new team was created. If you’d like to rename a team, just click on the team name.
Adding Users to a Team
Now that you’ve got a new team, you’ll want to populate it with users, of course. To do so, click the Team bar that requires the new user to be added. This will open a pop-up that will show you information about the team you have selected. Within the pop-up, select Users tab and it will list all users on that team.
To add a new user, click edit in the bottom right of the pop-out,
Check each user you’d like in the team and click the Ok button in the bottom right corner.
You can adjust the permission class from this menu and toggle the team status on and off. Be sure the status is in the on permission if you’d like to apply it to your folders.
Assigning Teams to Folders
What’s the point of creating teams if you’re not going to assign them to folders? To start activating permission classes on specific groups of forms, click the Folders button in your left sidebar.
Then, click the plus button to the right of the folder bar or the green share button. This will display a drop-down of both Users and Teams,
Search for the team you would like to add and select with a green tick on the right and click Share. (Note that the Account Admin team does not appear here. This is because account admins automatically have access to all forms in a Launchcloud account.)
Removing Users From a Team
To remove a user from a team, open Users in the side nav and select Teams in the top Nav. This will display all teams you have set up already.
Open the Team where the user is that you would like to remove and go the Users Tab on the Pop-out and Click Edit in the Bottom Right.
You will be able to de-select the green tick on the user you want to remove. Once you have unchecked the user, click Ok to save these changes.
You can also remove teams from all the folders and forms they have access to from the Access tab.
Deleting a Team
Likewise, it’s quite simple to delete a team entirely. When on the Manage Teams page, check the box to the left of the team you want to delete and click the delete button that appears at the bottom of the page.
Deleting a team removes all associated users from any permissions they had; it does not delete those users from your account. To information on how to remove users from your account, see our support article on managing users.