Managing member permissions and assignments

There are four roles which members can have with in a Trap.NZ project: no role, readonly, editor, and administrator. Each of these roles can be used to grant members permissions to stations.

All new members start with no role assigned and can be given broader permissions by an administrator of the project.

Description of role permissions

• Project members with no role:
• Can add new lines and stations to a project
• Can view and edit stations which they added
• Can view and edit stations to which they have been assigned.
• Can add, edit, and delete records to their stations
• People members with the readonly role:
• Can do everything above, and also …
• Can view any station in the project
• People members with the editor role:
• Can do everything above, and also …
• Can edit or delete any station in the project
• Can add, edit, delete records from any station
• Can run reports on the project
• People members with the administrator role:
• Can do everything above, and also …
• Can add and remove users from a project
• Can change the role of any project member
• Can configure project specific settings (like new bait types)
• Can edit the general information about the project (geographic area the project covers, description, contact points etc)

How to tell what role you have in a project

• Go to the My projects menu. You can see your role in each of your projects.

  

How to change a member's role

Changing a member's role can only be done by a project administrator.

1. Go to the My projects menu and click on the name of the project you want to manage
2. Click the Members tab
3. Find the person whose role you want to change and click edit to the far right of their name
4. Under Roles select the dropdown and choose the new role you would like to assign
5. Click the Update membership button

Station Assignment

Assigning individual stationsmembers to aadditional member

stations

By default, members with the no role inor yourreadonly projectrole can only managemake changes to stations which they have added to the project.  If you'dyou likewant themsomeone with these roles to be able to managemake additionalchanges to other stations you can either change their role or assign additional stations to them.

To assign stations to a member with no role:them:

1. Go to My projects  and click on the name of the project you want to manage.manage
2. Go to the Traps  menu, then then click Manage traps.
3. In the "Operations" Operations box select "Assign members" members in the dropdown.dropdown
4. Select the tick boxes next to the traps you want to add members to.to
5. Click "Execute".Execute
6. Click on the "Select members to assign" assign dropdown and choose which members you want to add to the previously selected traps.traps
7. Click "Next"Next and review your changes.changes
8. Click "Confirm".Confirm

TheThese members you selected will now be able to updateto add, edit, and delete records for the the selected trapsstations or(and stations.edit the station details).

Unassign multiple members from groupsstations

of

To trapsremove access to a station repeat the steps above only on step 3 choose Unassign Members. 

You cannot remove access to a station this way for members with editor or administration roles.

View member assignments to stations

1. Go to My projects  and click on the name of the project you want to manage.manage
2. Go to the Traps menu, then Manage traps.
3. In the "Operations" box select "Unassign Members" in the dropdown.
4. Select the tick boxes next to the traps you want to remove members from.
5. Click "Execute".
6. Click on the "Select members to assign" dropdown and choose which members you want to remove from the previously selected traps.
7. Click "Next" and review your changes.
8. Click "Confirm".

View member assignments to traps or stations

1. Go to My projects and click on the name of the project you want to manage.
2. Go to the Traps menu, then Manage traps.
3. At the far right of the each each row in the traps table you will see a message which says "X member(s) assigned"assigned
4. Click on the "X member(s) assigned" assigned to see the names assigned to that trap.trap