User Roles

Assigning Account Permissions

Any Admin in your account can assign roles to users in order to grant or deny access to certain areas of the Portal. FastField currently has 8 different user roles that you can assign:

• NEW! Team Editor
• Builder
• Collector
• Analyst
• Dispatcher
• Viewer
• List Editor
• Librarian
• Administrator

*Note: You can assign multiple roles to the same user or even have a user with no roles at all. 

To learn more, read a step-by-step guide on how to assign user roles or continue reading below for a description of each user role and their respective access rights in FastField.

Team Editor

Team Editors allow non-admin users to manage other users on the account, including adding and deleting users and editing user roles. 

Please Note:

Team Editors cannot create, edit, or remove admin roles. This limitation ensures that admin privileges remain secure while still empowering Team Editors to efficiently manage their teams.

Builder

Builders can access the Form Builder to create forms, as well as the Forms page within the FastField Portal. Builders also have access to list data and can update, download, and delete lists.

Collector 

Collectors can fill out and submit forms from the FastField mobile and web Apps. Collectors can access forms assigned to them through Libraries or complete forms individually dispatched to them. 

*Note:  This role is currently not required for users to fill out & submit forms via the FastField App.

 

Analyst 

Analysts can view and download data on the Submissions page, with the added capability to edit submissions as well. In the Dashboards tab, they can create custom analytics views by adding cards, using data posted by the Collector to tailor visual insights.

Dispatcher 

Dispatchers can dispatch forms to one or more users and manage active, pending, and completed dispatches from the Dispatch page. Dispatchers can also recall and reassign active dispatches.

 

Viewer

Viewers can view and build Dashboards. Viewers can construct unique data views by assembling cards in Dashboards or accessing other users' Dashboards through Dashboard sharing. 

 

List Editor

List Editors can create and edit Global Lists and Lookup Lists from the List section of the FastField Portal. The List Editor can create and modify list data, such as customer lists and inventory data. 

Librarian 

Librarians can access and manage the Libraries section. They can create/delete libraries, assign/unassign users to libraries, and assign/unassign forms to Libraries. The Librarian controls what forms are visible to individual users and groups of users.

Administrator

Administrators (Admin) have full administrative rights to the FastField Portal and can create and edit new users and adjust the general account settings.