In many instances within a company's GoSpotCheck environment, it is incredibly valuable (and necessary!) to enable certain individuals to view scoped data that is specifically relevant to that person's needs or role. Role-based Access gives Company Admins the ability to limit visibility based on specific criteria.
NOTE: Role-Based Access is available as an add-on to your GoSpotCheck Account. If you are interested in learning more, please reach out to your Customer Success Manager and we can get you up and running.
When Adding or Editing a User in GoSpotCheck, you can select a specific Role for the user. Roles reflect what a user can DO within GoSpotCheck. Out of the box, GoSpotCheck comes with two unique role options: Company AdminA person with a role of Admin can access the mobile app and anything and everything else in the dashboard. and UserA person with a role of User is only able to access the mobile app, and has no access to the Web dashboard..
If your company has purchased Role-Based Access, the Roles drop-down includes additional options for users who require more customized access to the web dashboard. See Also: Create Custom Roles.
All Roles (other than "User") have access to log-in to the GoSpotCheck Web Dashboard. But what data should that User SEE when they log-in?
When you select a role of ManagerManagers have full access to the GoSpotCheck Mobile Application, as well as scoped, customized access to view/edit within the GoSpotCheck Dashboard., three new fields will populate at the bottom of the User page. Here you'll be able to configure what data this individual can see in the GoSpotCheck platform based on pre-established properties on key GoSpotCheck objects: User, Place, and Missions.
- Navigate to the People tab.
- Click on the User you want to create a Manager role for.
- Navigate to the Role section and in the Role Name drop-down, select Manager.
- Configure date access for this Manager by selecting User, Place, and Mission access from the drop-downs.
- For each object, you can enable Managers to view All or View by Property.
- If selecting View by Property, enter Property values to limit what is displayed in GoSpotCheck when the User logs in. You can enter multiple property values into a single field and combine that with several Property Keys.
NOTE: Selecting All access means that this individual will have unlimited access to view each and every one of the objects in that category. To limit a User's visibility to only include objects matching a specific set of criteria, select the Users View by Property option from the drop-down menu.
NOTE: If you give a manager permissions for multiple properties, they’ll see every object that has any of those property values attached. The exception is Mission Responses. Think of the those as an AND statement between Mission, User, and Place permissions. In other words, you’ll only see mission responses that meet all three criteria:
1) The mission is one you’re allowed to see
2) it was completed by a person you're scoped to see
3) it was completed at a place you're scoped to see
Imagine you work for a national company that conducts safety audits in gyms and recreation centers. You have Managers working in a number of regions and you'd like to make sure that, when they log-in to GoSpotCheck, they see only data that is relevant to them.
In the example above, this Manager will be able to see Users who have a Region property of Mountain or a Division property of "Safety", and Places that have a store type property of "gym". Using properties values, you've given this Manager scoped data access to the particular elements of GoSpotCheck most relevant to them.