DevResults uses a role-based access control style of permissions. In plain English:
- You never assign permissions directly to an individual user
- You assign permissions to a group
- To give a user permissions, you assign a user to that group
This makes it very easy to see, at a glance, what permissions a user has. It also makes it very easy to update permissions for users quickly. As soon as you add or remove permissions from the group, all users in that group automatically have their permissions updated.
Permissions Groups
Every site comes pre-built with several permissions groups. You can edit the permissions for these groups or create additional groups:
- Owners: Can configure the system's global settings and lists. Can manage user accounts and logins, reset passwords, and assign permissions.
- Managers: Can mark checklist items as approved. Can sign off on results data submitted by partners.
- Partner Managers: Can manage users for their organization and also edit information for their organization's activities
- Partner Contributors: Users from other organizations with limited access to activities they implement.
- Contributors: Can log into the system to manage activities.
- Viewers: Can log into the system, browse activities, and view reports. Cannot change anything.
- No Access: Cannot log into the system. (Generally used when users have left your organization.)
Permissions Categories
Permissions are assigned on about 20 categories, which cover most key concepts in DevResults (Indicator Results, Indicator Definitions, People, Organizations, Financial, Geographies, etc.). For each category, you can assign one of three levels of access:
- No Access
- View
- View & Edit
The one exception to this is partners and partner managers, who automatically only see activities and indicators relating to their organizations. See Partner Permissions for more information.
Editing User Permissions
For instructions on how to add a user to a group, see Change a User's Permissions.
Didn't answer your question? Please email us at help@devresults.com.
Admin
— Kate Mueller on 01/31/2017
Theingi, at this point, it is not possible to limit a user to a specific section of the Results Framework, etc. The only restricted view we support is that of partners, who have less functionality/access overall. You're welcome to email me directly with additional questions.
— Theingi on 12/14/2016
Hi, I would like to limit the view of user. For example, i just would like to allow one user only for one result code. is that possible to limit it? if possible, what would be the steps?