Cartographer has a simple permission system. Every user account has a set of roles that determine what they can do and see. You have one role for each workspace, project, and team that you’re part of.
You can see your roles on your My Account page, which you can access from the user menu in the bottom left of the site:
There’s a section called Roles that lists your roles in each of your workspaces, projects, and teams. We’ll describe what each role is below:
Every user has roles for the workspaces, projects, and teams they’re part of. A single user can be part of many workspaces, projects, and teams, but they only have one role in each.
For example, Alice can be a Project Surveyor or a Project Coordinator in her local Wildlife Monitoring project, but she can’t be both. She can, however, be a Project Surveyor in the Wildlife Monitoring project and a Project Coordinator in a different project.
The Roles
There are four workspace roles, four project roles, and four team roles, listed below:
Workspace Roles
Account Disabled
Active Member
Workspace Admin
Workspace Owner
Project Roles
Project Member
Project Surveyor
Project Approver
Project Coordinator
Team Roles
Team Member
Team Surveyor
Team Approver
Team Coordinator
Each role subsumes all of the capabilities of the ones above it in the grid. For example, a Project Approver can do everything a Project Surveyor can do, and a Project Surveyor can do everything a Project Member can do.
Workspace Roles
Most people in a workspace are Active Members. They have standard level of read-only access that can be bolstered with project- and team-level roles:
- View the workspace home page.
- View (but not contribute to) any project that isn’t marked private.
Each workspace will have a handful of Admins with a broad-ranging administrative overview:
- Do everything an Active Member can do, plus…
- View, contribute to, and coordinate all projects in the workspace (even private ones).
- Change workspace settings.
- Invite users to the workspace and change other users’ levels of access.
Owners are similar to Workspace Admins except they have access to a couple more features:
- Do everything a Workspace Admin can do…
- Access billing and payments settings (coming soon).
- Act as a point of contact for the Cartographer Support team in the event of billing or subscription problems.
This is a special role that Workspace Admins can use to temporarily remove a user’s access. Inactive Members are technically part of the workspace but can’t access any of its content. The contents of the workspace home page is replaced with a message asking them to contact a Workspace Admin.
Project Roles
This is the basic level of access to a project. They have read-only access to the surveys and maps within, but can’t contribute data or change anything:
- View surveys in the project (no matter who they belong to)
Surveyors can contribute data to the project:
- Do anything a Project Member can do, plus…
- Create new surveys
- Modify their own surveys (until they are approved)
- Save surveys using the draft and complete publication statuses
Approvers can QA other surveyors’ contributions:
- Do anything a Project Surveyor can do, plus…
- Modify other surveyors’ surveys
- Save surveys using the approved, review, and rejected publication statuses
Coordinators have broad administrative permissions within the project:
- Do anything a Project Approver can do, plus…
- Change project settings
- Invite new project members
- Remove existing project members
- Modify other project members’ levels of access
- Act as a Team Coordinator for all teams in the project
(only applies to multi-team projects)
Team Roles
Teams are a feature available on larger national- and international-scale projects. They allow projects to be divided in to semi-autonomous groups of people that can manage and approve their own surveys:
The basic level of access to a team:
- View surveys belonging to other team members
Like a Project Surveyor, but can only contribute surveys on behalf of the team:
- Do anything a Team Member can do, plus…
- Create new surveys belonging to the team
- Modify their own surveys (until they are approved)
- Save surveys using the draft and complete publication statuses
Like Project Approvers, but can only QA contributions from other team members:
- Do anything a Team Surveyor can do, plus…
- Modify surveys belonging to other team members
- Save surveys using the approved, review, and rejected publication statuses
Like Project Coordinators, but can only coordinate their own team:
- Do anything a Team Approver can do, plus…
- Change team settings
- Invite new team members
- Remove existing team members
- Modify other team members’ levels of access
