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 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

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 farmers that are assigned to them. To do 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