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Understanding what each permission does

Learn what each permission does.

Last updated

May 4, 2022

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This document gives a quick overview of the different permissions available on Teamscope.

View forms

This setting is a dropdown.

With this permission the admin may grant access so a user can see certain forms. When a user does not have permission to view a form they won’t see it when trying to enter data.

Add entries

This setting is a dropdown.

With this permission the admin may grant access so a user can add entries with certain forms. When a user does not have permission to add or edit entries with a form.

The common use case for this permission is where you have certain users such as a nurse or doctor who may be able to see entries created with a certain form but not be able to edit them.

View entries

This setting has two options: View all entries and View own entries

View all entries

User will be able to see the entries created by other users in this study.

View own entries

User will only be able to see the entries created by themselves. This permission is often used in daily diary and ePRO studies for patients.

Edit cases

This setting is a checkbox.

When this box is checked the user will be able to create and edit cases.

In certain studies you may have a set of users that should only be able to enter data but not create new cases or edit the label of cases.

Export data

This setting is a checkbox.

It allow user to see “Data exports” on the left menu of the web dashboard and to export data.

Manage users and forms

This setting is a checkbox. This is a very sensitive permission.

With it users can:

  • Invite and remove users
  • Lock and unlock records.
  • Permanently delete data.
  • Make changes to the form design.
  • See “Study settings” and make changes to the study title and configuration.
  • See the Activity log.
  • See the Analytics section and be able to create and edit graphs.

This document gives a quick overview of the different permissions available on Teamscope.

View forms

This setting is a dropdown.

With this permission the admin may grant access so a user can see certain forms. When a user does not have permission to view a form they won’t see it when trying to enter data.

Add entries

This setting is a dropdown.

With this permission the admin may grant access so a user can add entries with certain forms. When a user does not have permission to add or edit entries with a form.

The common use case for this permission is where you have certain users such as a nurse or doctor who may be able to see entries created with a certain form but not be able to edit them.

View entries

This setting has two options: View all entries and View own entries

View all entries

User will be able to see the entries created by other users in this study.

View own entries

User will only be able to see the entries created by themselves. This permission is often used in daily diary and ePRO studies for patients.

Edit cases

This setting is a checkbox.

When this box is checked the user will be able to create and edit cases.

In certain studies you may have a set of users that should only be able to enter data but not create new cases or edit the label of cases.

Export data

This setting is a checkbox.

It allow user to see “Data exports” on the left menu of the web dashboard and to export data.

Manage users and forms

This setting is a checkbox. This is a very sensitive permission.

With it users can:

  • Invite and remove users
  • Lock and unlock records.
  • Permanently delete data.
  • Make changes to the form design.
  • See “Study settings” and make changes to the study title and configuration.
  • See the Activity log.
  • See the Analytics section and be able to create and edit graphs.

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