Available Roles and How to Assign Them

The following is a list of all the available roles that can be assigned to users in INVISION. All permissions are stackable, not distinct levels or hierarchical.

• 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 mobile app
• Imagery-Admin: For scheduling imagery
• Imagery-Orderer: For ordering imagery
• Trial-Analytics-Admin: For editing trial area and approving/unapproving trial results

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

• Select the three dots next to the user that needs a role assigned 
• A menu will pop with different options, select the Assign Permissions option
• A new pop up will displaydisplay. showingThis youpopup will show the roles that the user has been assigned, if any. Select the Add a Group button to assign athe first or a new role

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

• Once the user has the role assigned to them that let's them act on behalf of growers, to add the growers you select the three dots next to their name
• A menu will pop with different options, select the Assign Users option
• A new popup will display. This popup will show if any growers have already been assigned to this user, with an option to remove them
• You can select a new grower to add by typing their name in the Select a Grower bar, and selecting the grower from the drop down