This is a very important step, as it dictates who has visibility to what within your [[Workspace]] which includes the [[Projects and Teams]]. As a result, I will go into more depth on this section and provide examples. ___ At a high level, here is a cascading view of the permissions: Org Controller Org Member Project Controller Project Member Team Controller Team Member ___ You can control Permissions only as a Dashpivot Contributor, and the options are accessible in the 'Users' tab: ![[Screenshot-Home Folder.png]] The types of users fall into two Categories- *Dashpivot Users* and *Sitemate Users* ![[Screenshot-User Types.png]] ### Dashpivot User Options: **At the Home Folder level** -> Contributors with Org Controller (company email domain) Access and edit all [[Projects and Teams]] Folders -> Contributors with Org Member (company email domain) Upload photos Create forms View charts -> Visitors with Org Controller (external email domain) Access and edit all Project and Team Folders -> Visitors with Org Member (external email domain) Upload photos Create forms View charts ![[Screenshot-User Permissions 2.png]] **At the Projects and Teams level** -> Project Controller Can add others - Project Members, Team Members and Team Controllers Edit [[Templates]] Create charts Invite users Create new team folders Create project-specific lists -> Project Member Cannot add others Upload photos Create forms View charts -> Team Controller Edit Templates Create charts Invite users -> Team Member Upload photos Create forms View charts ![[Screenshot-User Permissions.png]] ### Sitemate User Options -> Sitemate Free For simple tasks like signing in and access to one single form, think of this as a 'one-off' -> Sitemate Paid For ongoing access to multiple templates over time and ability to access multiple templates nested under one URL/QR Code #### Examples of the above - Jennifer is Company Director - no configuration or forms required but would need to be able to approve/access submitted records from multiple sites/projects Organisation Controller - James is a Team Leader - works for one of the sites within a Large Project and supervises multiple workers on this site. James would be filling out Dasphivot forms and inviting new users into his site as well Team Controller - Mackenzie is an Office Admin who manages the set-up process of the company's Dashpivot account and needs to set up the folder structure and also invite users into Dashpivot accounts as well. Organisation Controller - Mary is a Supervisor who manages a project that has multiple sites and would need to be able to create new sites as they arise and invite new users into the site as well. Project Controller - John is a site worker who works for one of the sites within a large project. They would need to take photos/videos, fill out a Daily Site Diary and scan the sub-contractors on their Site Diary to mark their attendance. Team Member