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Understanding Site Roles

When inviting a new or existing user to the site, their Site Role determines the extent of what can be done in Mapistry, and a role must be selected before sending an invite.

The permission choices and the kind of actions users can partake in are as follows:

  • Organization Admin: Can perform all functions and has full visibility to everything in Mapistry. This is the only role that can setup or edit Environmental Data Platform (EDP) Logs and Resources. Contact your onboarding team to make Organization Admin assignments. 
  • Primary Site Admin: Can perform the same duties as Site Admin; each project has one Primary Site Admin. This role acts as a backstop for personnel turnover: if other Site Admins leave the organization, assigned tasks default back to the Primary Site Admin. If the organization grants access to the EDP, this role can add and edit Log entries and Views. 
  • Site Admin: Has the ability to update and make changes to forms, maps, documents, and users for the sites that they are added to. If the organization grants access to the EDP, this role can add and edit Log entries and Views. 
  • Site Contributor: Can see the site on the software, add data, and complete inspections. They cannot add new users or edit the permissions of existing users. Can fully edit tasks they create and can only edit notes and add/remove attachments for tasks assigned to but not created by them. Cannot make any edits to tasks not assigned to or created by them. Can only delete tasks they created. If the organization grants access to the EDP, this role can add and edit Log entries and Views. 
  • Site Viewer: Can view the site but cannot make changes or edits, complete inspections, nor add or edit Log entries and Views. 
  • Site Maintenance: Will be able to receive e-mails on corrective actions that are assigned to them. They will not be able to log in to close out tasks.

💡Note: a task may be assigned to multiple users; if so, any assignee, an admin, or the author could complete the task.

Roles' Impact on Inviting Users

If your site role is Primary Site Admin or Site Admin, you will need to enter the person's email address and name and select the type of permission they will need. Site Contributors, Site Viewers, and Site Maintenance users must contact a Site Admin to add a new user. For more information on adding a user to a site, click here.

💡 If you would like the user to have access to Analytics, please reach out to help@mapistry.com.

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Support

If you have any questions or need further assistance, please e-mail help@mapistry.com or call (510) 313-1422.