Epicollect5 offers granular access control to projects and their data. The granular access control enables users roles and responsibilities to be set so that individuals are given access only to relevant areas or functions of the system.
There are 4 roles available:
|CREATOR||A project creator originally created the project and has full access to the project, including viewing, editing, deleting and uploading data via the mobile client/web. A creator can add/remove any other type of users to the project, except for other creators.|
|MANAGER||A project manager has full access to the project, including viewing, editing, deleting and uploading data via the mobile client/web. A manager can add/remove curators and collectors to the project, but not managers. A manager can alter the project setting, even the forms.|
|CURATOR||A project curator has high access to the project, including viewing, editing and uploading data via the mobile client/web. A curator CANNOT alter the project settings or the forms. A curator cannot add other users to the project.|
|COLLECTOR||A project collector has basic access to the project, including viewing and uploading only their own data via the mobile client/web. A collector cannot make any changes to the project.|
If a project has access type 'private', user access will be based on their roles, as described above, provided they have been successfully authenticated by the server. Viewing, editing and deleting a project on the server will be based on the above roles and requires authentication.
If a project has access type 'public', then any user can view and upload data to this project via the mobile client, without any authentication, but editing and deleting a project on the server will be based on the above roles and still requires authentication.
Adding users to a project
Users can add other users (with different roles) to a project depending on their user role, see below table:
To add an user to a project, on the project details page click on "Manage Users". Users are divided by roles, and to add one just click on "Add User" on the right.
Enter an email of an existing Epicollect5 user and select the role you would like to set the new user to:
When you start typing an email, existing Epicollect5 users emails will be suggested. Once the user logs into Epicollect5, access to the project will be granted based on the role specified.
If the user does not exist on the system, you can still add him/her to the project via email and account type (more on this below)
Epicollect5 at five.epicollect.net uses Google accounts.
Currently Epicollect5 at five.epicollect.net requires public users to have a Google Account as the only option.
We DO NOT store any users credentials, only the name, email and profile picture (if available) after an user is successfully authenticated with Google. Imperial College enforces this for security purposes, as Google offers a very strong level of security (i.e. even a two-step authentication can be setup for extra piece of mind, learn how).
A Google account accepts any type of email, not only Gmail.
You can link an existing email to a Google Account. Here is how.