I have a few Projects, in which I’m the sole administrator. And then I have many end Users (enumerators) with whom these projects are shared with. They have the following permissions:
view form
view subsmissions only from specific users (only themselves).
add submissions
I do the management part (adding / removing Users from the Share list, updating the xlsform, updating the respective media files when necessary and in rare instances, deleting rogue submissions in the Data tab). And the Users do the collection/submitting part. This has been working well so far
Now I have a new requirement.
I need to add a couple new users, they’re colleagues and their objective is to assist me in adding / removing Users from the Share list.
I have a few concerns though: I don’t want them to be able to mess with the xlsform, or media files, or the Data itself as I consider all of it, a dangerous area, where it’s quite easy to mess things up.
So I have 2 questions:
Should I share the project with my colleagues and give them the permission “Manage project” ?
@ivanradisson, so as an admin user you don’t want users to be able to do the following:
Download XLSForm
Upload any XLSForm to the existing project
Download Data
Download or upload any Media Files
Did I get you correctly? Feel free to list anything else if I have missed. Please also be informed that KoboToolbox a the moment does not support this feature but we could keep it in our roadmap for future improvements.
But at the same time please also be informed that if you provide manage permissions access to any user that user will have a lot of access to your project who can make the changes listed above. The only way so far is to provide the enumerates with add and view submission permissions.
Feel free to elaborate if I missed your points or understood you differently.
As I stated previously, the users I want to add, are not enumerators. The enumerators are sorted and the system works fine for them.
I need to add “User managers” and their abilities should be restricted to adding (and removing) users with various levels of permission but naturally, they should not be able to add users with the “Manage project” permission. And they themselves should not have the “Manage project” permission.
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Allow me to update your list. This is what I would like to prevent them from doing:
Download XLSForm
Upload any XLSForm
Modify/Delete Data (reading or downloading is fine)
Download Media Files
Upload Media Files
It would be great to see a more granular list of permissions. Pleased to see it being added to your roadmap!
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I understand. It’s what I’m looking to prevent (again, I’m not concerned about enumerators, I’m looking to add “user managers”).
Thanks for your statement, it helps me to move forward conscious of the risks and knowing that there’s no alternative for now.
Will change this topic to features request. Feel free to VOTE for it or come up with funding if you would like to see this feature within the system. But will share this with our UXUI team so that we could keep your suggestion on our features roadmap.
I updated the title to better reflect the content. This was the original title:
Is there a way for me to share my project with colleagues so they help in the management of end Users (adding/removing users who the form is shared with), without giving them permission to change any of the data?)
I’ve voted and I hope others vote for this as well!
@ivanradisson, if any features are not on our roadmap but are a critical requirement for a client who wishes to have that particular feature then we could take such features to our UXUI team to see if the feature could fit in. If you could wait then this feature could come up but it could take time (depending on other priorities). So feel free to reach out to us if you would like to discuss this further.