Project & Report Level Permissions

Learn about the different types of permissions levels.

When you create a Transect Report, you can share it with other users and specify whether the user should have edit or view-only access. 

Permissions are managed at both the organization level and the report level. Org Administrators manage the permissions at the organization level and Report Owners/Collaborators manage the permissions at the Report level. 

In this article, we’ll review:

• Project-Level Permissions
• Report-Level Permissions

Project-Level Permissions

The user that creates the Project is automatically assigned as the Project Owner. Project Owners can grant collaborator or viewer access to other users. 

Project Owners or Collaborators can modify Project permissions with the following steps:

• From the Map, select the Projects tab. 
• Check the box next to the applicable Project, then click the icon in the upper right corner.
• Search and select the user you’d like to share the Project with. 
• Designate a permission level from the dropdown: Viewer, Collaborator, or Owner. 
• When finished, click Save at the bottom.

Alternatively, users can select the Sharing icon in the Dashboard to quickly share.

Report-Level Permissions

The user that creates the Report is automatically assigned as the Report Owner. Report Owners can grant Collaborator or Viewer access to other users. 

Report Owners or Collaborators can modify Report permissions with the following steps:

• From the Dashboard, open a Report and select the Share dropdown in the upper right corner.
• Search and select the user you’d like to share the Report with. 
• Designate a permission level from the dropdown: Viewer, Collaborator, or Owner. 
• When finished, click Save at the bottom.

Alternatively, users can select the Sharing icon in the Dashboard to quickly share.