Managing your admins and what they have access to in your Regpack project (or projects) is easy.
First you need to decide who on your team should have access and what license they should have. Learn more about billing types here.
Remember you can also set permissions (further restrictions) on any admin, including admins who are owners or have a Super Admin license. And you can change the level of access each admin has at any time.
Default Billing Permissions
Each Super Admin has the option to be an owner (highest level of access), but we only require there to be one owner in each project. An owner can create new projects, while a non-owner Super Admin can create and manage the structure within the project they have access to. They can interact with anything in the Modules section. Both of these admin types can have access restrictions on a per project level. Note that all owners must have a paid license account.
Each Collaborator can edit applicant information (how someone answered a question, send an email, download a report), but cannot edit the structure of the system (form templates, email templates, report templates).
Each View Only Admin can see applicant information, but they cannot change anything.
Admin Management access will give you the ability to add Admins and change permission level(s) of existing Admins in your project.
Access to this feature will be limited to the owners of your organization. Note that you can have more than 1 owner in your organization, and they are billed at the Super Admin level.
To access Admin Management, go to the “Settings” section and click “Admin Management” towards the bottom.
This will take you to the Admin Management module, which is set up similar to that of User Management.
The admins in your project are listed in sequential order according to their level of access. Owners are listed first, followed by Super Admin(s), then Collaborators(s) and then View Only Admin(s). Any deleted admins or invited admins that have not logged in will be listed at the bottom.
- The Super Admin: These admins have full access to all aspects of the project: reporting, editing users forms, managing user payments, etc…
- The Collaborator: These admins will only have access to the user management tab, which will allow them to run existing reports and inspect and edit users forms. An owner in an organization cannot be a collaborator or a guest admin. All owners must hold a Super Admin license.
- The View Only Admin: These admins will only have access to the user management tab as well, except that they will not be able to edit any user’s information, or run reports.
NOTE: Any Admin(s) set as a Super Admin will be charged as a Super admin even if they are “Pending”. This will apply if they haven’t logged into the system or if they have been downgraded to Assistant Admin for that billing cycle.
Per Project Permissions
It’s possible to control the access each admin has to information on a per-project level.
For any admin, under the “Projects” tab, you can:
- Enable or disable access to all projects
- Set specific access permissions per project.
Click “Add Projects” at the bottom to add specific projects: either if the “grant all projects” is disabled OR to setup specific permissions for specific projects, if “grant access to all projects” is set to enable.
In the example below, admin “Edgar C” has access to all projects. There are no projects listed below, which means that Edgar C can access all projects in the organizations with 0 restrictions. This includes any new projects created.
In the example below, admin Maya does NOT have access to all projects, “disabled”. However by clicking the “Add Project” button, she is given access to 1 project only. It is marked as “Full Access” but you can click this and set further permissions per project.
Lastly, the example below shows an admin with enabled access to all projects (which means they will be given access to all future projects created as well), but with specific projects listed underneath as well.
This allows you to restrict access to specific projects, but give the admin access to all other projects in your account.
By hovering over individual projects, you can click “Set Permissions” to set up project-specific permissions.
The default is just access based on their administrator license billing type.
Click “limited access” and you are given options like:
- which users the admin can view
- module level access including limiting access to project settings, products, reports, emails, and forms.