Available Roles and How to Assign Them

Guide to Understanding Roles in the INVISION Platform

Every user needs to be assigned one or more role(s) to use the INVISION platform. These roles control what a user can and cannot see, and can provides access to certain privileges. The following is a list of all the available roles that can be assigned to users in INVISION. All permissions are stackable, there are no distinct levels or hierarchy.

• Client-Admin: Full INVISION access with the pre-created client
• Trial-Admin: Full Trials Overview & Project Management access to specific trails
• Trial-Manager: Partial Trial Overview access, no Project Management access
• Trial-Grower: FIeld owners with participation access to enrolled trials
• Trial-Operative: Similar to Trial-Grower, but can complete actions for other fields that have been assigned to them
• Trial-Field-Worker: For carrying out field visits using the INVISION mobile app
• Imagery-Admin: For ordering imagery
  
• Trial-Analytics-Admin: For editing trial areas and approving/unapproving trial results

Roles can be assigned through the Users section of the Project Management tab.

1. Navigate to the Users section of the Project Management tab.
   • From the Admin tab, select Users from the left panel.
2. Access the User's Details
   • Select the three dots next to the user that needs a role assigned.
3. Select Assign Permissions.
   • A menu will pop up with different options, select the Assign Permissions option.
4. Add a Group.
   • A new popup will display. This popup will show the roles that the user has been assigned, if any.
   • Select the Add a Group button to assign the first or a new role.
   • Selecting the role from the list will add that role to the user.

Some roles are designed so that a user can act on behalf of other users. For example, Trial-Operatives can enroll fields on behalf of growers that are assigned to them. To do so, the specific grower needs to be assigned to the Trial-Operative user.

1. Select Assign Users
   • Once the user has the role assigned to them that let's them act on behalf of growers, select the three dots to the right of their name to access their details.
   • A menu will pop with different options, select the Assign Users option.
2. Search for Growers to Assign
   • A new popup will display. This popup will show if any growers have already been assigned to this user.
   • You can select a new grower to add by typing their name in the Select a Grower search bar, and selecting the grower from the drop down.
3. Confirm Assignment 
   • Once the grower is selected, confirm the assignment by clicking the Assign button.