User access to GoPAD is controlled by allocating one or more roles, and giving them access to one or more forms. To change a user's roles and form access:
1. Click on People under the Teams tab on the top menu bar
2. Click on the user's name
3. Click on the Roles tab
The Roles page is divided into four sections:
Roles
The Roles section lists the different roles which are available. As you tick / untick the roles, the Permissions listed at the bottom of the page will change, so you can see what a user will be able to do with the roles you've selected.
Report Approval Rate
The Record Approval Rate enables you to control what proportion of new reports created by that user will require approval under the Report Approval Process.
Note: The Report Approval Rate section will only be displayed if the user has the Report Author role ticked.
Forms
Ticking / unticking the forms listed will control which forms the user has access to (a user with the Team Admin role will automatically have access to all forms in the team).
Permissions
The Permissions section tells you what a user can do with the combination of roles you've selected.
A summary of the various permissions associated with different roles is:
| Team Admin | Form Admin | Report Author | Report Manager | Report Reader | Report Owner | Task Owner | |
|---|---|---|---|---|---|---|---|
| Manage Users | ✓ | ||||||
| Change System Settings | ✓ | ||||||
| View Unapproved Reports | ✓ | ✓ | ✓ | ||||
| View Approved Reports | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Edit Reports | ✓ | ✓ | ✓ | ||||
| Add Notes | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Assign Reports | ✓ | ✓ | |||||
| Delete Reports | ✓ | ✓ | |||||
| Manage Tasks | ✓ | ✓ | ✓ | ✓* | ✓^ | ||
| Export Data | ✓ | ✓ | ✓ | ||||
| Complete New Reports | ✓ |
* A Report Owner can update tasks if the tasks belong to a report of which they are the owner
^ A Task Owner can update tasks if they are the owner of the task
Examples
1. To set up one of your users as an assessor, they will need to have at least a 'Report Author' role.
2. To set up a client with access to their report, you would need to set them up as a user with at least a 'Report Reader'. Commonly they will also be assigned a 'Report Manager' role which will allow them to add notes and update their tasks as they action them.