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Permissions

Ryan Wold edited this page Jun 3, 2023 · 7 revisions

Users in Touchpoints have varying levels of permissions:

  1. Globally, a user is either an Admin or not
  2. Every user belongs to an Organization, and user may be made an Organization Manager
  3. As a User relates to a Service, a User is either a Form Manager or Response Viewer

Roles

Roles based on a User's admin flag

  • Admin - access to all aspects of Touchpoints System

Permissions related to Websites

  • Organizational Website Manager - a user with a User record with the organizational_website_manager flag - can edit and update all Website records for an organization
  • Website Manager - a user with an email matching the listed Website Manager field for a Website, can edit and update the Website.

Permissions related to Forms and their Responses

  • Form Manager - access to all aspects of a Form and its Responses
  • Response Viewer - read-only access to a Form and its Responses

How do Personas map to Roles & Permissions?

  • Admin has admin flag set
  • Form Manager and Response Viewer can login, but do not have admin flag set
  • Form Manager can login and has FormManager role in a UserRole record
  • Response Viewer can login and has ResponseViewer role in a UserRole record
  • Public users do not login

For more detailed information on how each Persona can use Touchpoints, see the Use Cases.

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