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In the following, the user rights are listed by topic.
Org user management
The rights of this group authorize the role owner to edit the accounts of other users or to view their data.
| Right | Description |
|---|---|
| manager_add | Right to create new user accounts. To activate the feature for adding new accounts, additionally, you have to allocate either the right manager_alloc or the right manager_edit to the currently-edited role. |
| manager_alloc | Right to allocate existing user accounts. |
| manager_edit | Richt to edit and delete the account data of Org Processor users. |
| manager_view | Right to view accounts of Org Processor users. This right is a necessary condition when assigning any further editing rights. |
| manager_view_status | Right to access the detail view of Org Processor users. |
| manager_view_node_alloc | Right to view allocations to organizational units. The icon Show assigned units is displayed in the unitspecific user list. |
| manager_view_report_alloc | Right to view report allocations |
| manager_set_pw | Right to change and generate the passwords of Org Processor users. |
| manager_reset_pw | Right to reset the passwords of Org Processor users to the initial password. |
| manager_import | Right to import Org Processor users. |
| manager_export | Right to export user data. |
| manager_export_with_pw | Right to export user data. The export file contains the passwords of the users. |
| manager_email_readonly | Right to use standard mail templates. |
| manager_view_log | Right to access log files |
Construction - Structure
These rights refer to the building of the organizational structure. This includes, for example, the viewing and editing of units or the importing of structures. The columns “Decentralized” and “Centralized” tell you which rights are generally available in decentralized and centralized administration mode, respectively.
| Right | Description | Decentralized | Centralized |
|---|---|---|---|
| structure_lock | Right to lock units | x | - |
| structure_view_down | Right to “view down” into subunits on the Organizational structure tab. Users without this right can see the subunits of their organizational unit in the organizational structure, but they can not open them. The view down right is a necessary condition for the rights structure_add_del_node and structure_import. | x | x |
| structure_add_del_node | Right to create and delete units. | x | - |
| structure_combine_nodes | Right to merge units. | x | - |
| structure_edit_node | Right to edit units. | x | x |
| structure_view_node | Right to view those units the users are allocated to. | ||
| structure_import | Right to import structures. | x | - |
| structure_export | Right to export the structure. Scope: standard export. | x | - |
| structure_export_full | Right to export the structure. Scope: standard export and user-defined structure variables. | x | - |
| structure_view_log | Right to access structure log files. | ||
| structure_bulk_edit | Right for bulk-editing of units. | ||
| structure_unlock | Right to release units. |
Construction - Participants online
These rights are required for organizing the online participation in the survey. This includes in particular the import and export of participants. They are only available in surveys of the “hybrid survey” or “online survey” type.
| Right | Description |
|---|---|
| participants_list | Right to view the unit-specific participant lists. This right is necessary to activate the Participants tab in the detail view of the units. |
| participants_edit | Right to edit existing participants. |
| participants_add_del | Right to create and delete participants |
| participants_import | Right to import participants |
| participants_export | Right to export participants. |
| participants_export_with_auth_code | Right to export participants including access code. Furthermore, users with this right can manually edit the passwords of participants |
Construction - Participants offline
These rights are required for jobs related to the management of paper-pencil questionnaires. They are only available in surveys of the “hybrid survey” or “paperpencil survey” type.
| Right | Description |
|---|---|
| paperpencil_list | Right to view the units' requests for paper-pencil questionnaires. This right is necessary to activate the "Paper-pencil questionnaires" tab in the detail view of the units. |
| paperpencil_edit | Right to create and edit requests for paper-pencil questionnaires. |
Field - Response
These rights authorize the owner to view the return figures during the field phase.
| Right | Description |
|---|---|
| field_view_down | Right to "view down" into subunits on the "Return" tab. Users who do not have this right can see the subunits in the return view, but they can not open the subunits to access the data in detail. |
| field_view_node | Right to view return rates of a unit. |
| field_export_response_short | Right to export return rates. Scope: Small export, i.e. the data record contains the overall values for all units. |
| field_export_response_full | Right to export return rates. Scope: Expanded export, i.e. the data record contains all data. |
Reporting
The rights of the reporting group refer to the downloading of reports.
| Right | Description |
|---|---|
| reporting_view_down | Right to access the reports of subunits. Users who do not have this right can see the subunits on the Report overview tab, but they can not open the subunits and download reports |
| reporting_export_report_list_short | Right to export the standard list of reports. This list includes report ID, unit, report type and name, status, date of creation, file type and language. |
| reporting_export_report_list_full | Right to export the expanded list of reports. This list includes the same data as the standard list, plus report size and number of the already executed downloads. |
| reporting_download | Right to download reports in the allocated unit. |
| reporting_view_node | Right to view the detail view with the existing reports in the allocated unit. This right is a necessary requirement for assigning the rights reporting_view_node and reporting_download. |
Follow up - Action Planner
These rights refer to the optionally available Action Planner. They can only be modified if the Action Planner is activated.
| Right | Description |
|---|---|
| actionplanner_view_down | Right to view-down in Action Planner. |
| actionplanner_add_del | Right to create and delete actions. To activate the create and delete functions, you have to allocate actionplanner_edit to the currently-edited role as well. |
| actionplanner_edit | Right to edit actions. This right is a necessary condition when allocating actionplanner_add_del. |
| actionplanner_statistic_view | Right to access action statistics |
| actionplanner_import | Right to import and export actions across structures. |
| actionplanner_export_short | Right to export actions (simple mode). |
| actionplanner_view_node | Right to view actions of a unit. |
| actionplanner_transfer | Right to move actions. |
| actionplanner_comment_create | Right to add new comments to actions and edit/delete own comments. |
| actionplanner_comment_moderate | Right to edit or delete all action comments |
| actionplanner_workflow_use | Right to see and use "Workflows" (maybe additional rights are needed for special Workflows). |
| actionplanner_view_survey_result | Show survey results |
Logistics
These rights refer to the logistics functions of the Org Processor. They are only available in surveys of the “hybrid survey” or “paper-pencil survey” type.
| Right | Description |
|---|---|
| logistic_manager_edit | Right to edit the responsible persons of logistics sites. |
| logistic_list_logistic_site | Right to view all logistics sites. If a person responsible for logistics does not have this right, they can see only those logistics sites they are assigned to. |
| logistic_add_logistic_site | Right to add and to delete logistics sites. |
| logistic_edit_logistic_site | Right to edit logistics sites. You have to activate this right if you want to allocate users with the currently-edited role to logistics points as responsible persons. |
| logistic_add_parcel | Right to add and to delete reshipments. |
| logistic_change_parcel | Right to edit reshipments. |
| logistic_view_reshipment | Right to view reshipments. You have to activate this right if you want to allocate users with the currently-edited role to reshipment points as responsible persons. |
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