Collect Permissions

EQuIS Enterprise includes a flexible and powerful permissions infrastructure to assign and manage user privileges for accessing tools and data within the application. Permissions are required for Collect users. The permissions can be set at the role level or at the user level.

Each user of the Collect mobile app will need the following minimum permissions:

•Assignment to the Collect License Role*

•Creator permissions on EDDs

•Editor permissions on facilities

•Viewer permissions on reports

•(Optional) Creator permissions on files; required for Collect forms with attachments, such as photos

•(Optional) Viewer permissions on files; required for Collect forms with attachments, such as photos, when using the Sync feature to allow other users to view files uploaded in synced records

*Note: A Collect License Role is automatically created during the deploy step if licenses for EQuIS Collect have already been applied to the EQuIS database used by Enterprise. When assigned to this Collect license role, the user can:

1.Be assigned to Collect User Groups.

2.Login to the server with the Collect mobile app on Android/iOS/Universal Windows Platform (UWP).

To access the Collect Dashboard in Enterprise, a user will need to be assigned to an Enterprise License Role and have permissions to view the appropriate dashboard. See the User Administration article for detailed information pertaining to permissions and how to assign to users and roles. It is critical that EQuIS administrators review, define, and actively manage user permissions for the Collect Dashboard to ensure data security.

Collect Enterprise users may be performing different tasks. The following are some typical delegation of tasks and the permissions required to perform them.

Collect Template Designers

•Assignment to an Enterprise License Role

•Viewer on the Collect Dashboard

•Editor on reports (to create and assign Mobile Reports; setup Pre-Population)

Collect Template Creators

•Assignment to an Enterprise License Role

•Viewer on the Collect Dashboard

•Editor on facilities

•Viewer on reports (select Pre-Population User Report)

Managing Collect User Groups

•Assignment to an Enterprise License Role

•Viewer on the Collect Dashboard

•Assignment to the Admin role