Project Roles

nick-adams
Nick Adams
12 Jan 2024  • 2 mins read

The permissions associated with the Project Manager, Project Member and Project Reader are summarised below:

Permissions Project Manager Project Member Project Reader
Home Page
View and access the Projects AG Grid tab x x x
Read only access to any project x
Edit access to own projects x x
Read only access to own projects x
Project Page
Assign Project Members or Project Reader to own projects x
Rename own projects x
View the Project Team on own projects x x x
Create, duplicate, and delete forms on own project x x
Edit access to any form on own project x x
Read only access to any form on own project x
Create a Collection on own project x x x
Template Library
Access the Template Library x x
View all templates x
View own templates x
Create, duplicate, rename, deploy and recall templates x x
Delete own templates x x

More detailed permissions information is included throughout the help centre pages.

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