User Roles

A user’s role controls what they can see and do in the TrueContext Web PortalClosed The TrueContext Web Portal is a web application used to manage security settings, forms, FormSpaces, other users, Data Sources, and Data Destinations. and Mobile App. An Admin user selects a role when creating a new user and can adjust a user’s role from their User Profile. This topic describes what a user can do with each role in TrueContext.

Available on all tiers:

Essentials
Advanced
Enterprise

Contents

Mobile-only

Many field technicians only use the TrueContext Mobile App and don’t need full access to the Web Portal. The Mobile-only user role is ideal for field technicians. A Mobile-only user can:

  • Submit records from their mobile device in FormSpaces where they have the Can Submit permission.
  • Change their own password, name, and email address in the Web Portal.
  • Change the language and preferred time zone that displays in the Web Portal.
  • Add contact and organization details.

User

Users have more access to Web Portal functionality than Mobile-only users. A User’s access depends on the groups they’re in and their FormSpace Permissions. A User can, with the relevant permissions:

Admin

Admin users have the highest level of access to a TrueContext team. In addition to functions covered by the Mobile-only and User roles, Admin users can: