- 3 Minutes to read
What are the default Roles?
- 3 Minutes to read
These default Roles are the new versions of previous roles that existed in the Droplet Application and are now fully customizable in addition to being a base Role that you can assign to a user, then assign additional Roles on top of. For example, you could assign the Default Role to all of your users so they have access to their assignments and the submissions they initiated as well as assign a few users a custom "Payroll Role" that you create. You can read more about creating roles in this article.
All Admin users in the Droplet system before the Roles & Permissions update was released were transitioned to this new Admin Role. This Admin Role essentially provides the same experience that a person would have had as an Admin user. This Role also has a few additional Permissions to view existing Roles and add or remove them from users' accounts.
If you would like to change the Permissions for ALL Admin users in your Organization, you can edit this Role to add or remove Permissions. This will customize the experience so Admin users have precisely the Permission level you want them to have.
If you want some Admin users to have additional Permissions, we recommend you create a new Role with the additional Permissions you'd like. Then you can assign that new Role to the specific users you want to have these additional Permissions.
An example of this might be that you want your Tech Department Lead to have access to Droplet as an Admin but you want them to also be able to edit your Backup and Single Sign-On settings. You can create a new Role called "Tech Department Lead" that, when assigned, permits individuals to edit Backups and Single Sign-On. Now, you can assign this user both the Admin Role and the Tech Department Lead Role.
The Default Role is the equivalent of a Basic user and all new accounts will be assigned this Role when they are first added to the Droplet system. This Role gives a user access to ONLY the submissions they initiated and the submissions they are currently assigned to. They will see the All Submissions section in their Navigation, but within, they will only be able to see their own submissions and their current assignments.
This Role makes an excellent base Role to ensure that if any Roles are ever archived, your users still have basic access to the Droplet Application. You can assign as many Roles as you would like to a user and they will all build on one another. So if you want all of your users to have the Default Role but a few users should also have access to the Insights page, you can add a Role with that Permission, then assign it to the users you want to have that access.
The Owner Role is the most powerful in terms of Permissions and cannot be edited, duplicated, or archived. The person assigned to this Role can view and edit anything in your Organization on the Droplet Platform and will automatically have any new Permission released in the future. We recommend restricting this Role to only your highest-level administrator.
Form Admin of '[Form Name]'
If your organization had requested Limited Admin accounts in the past, you will see these Roles in your default Role list. The Role name will indicate the form the Admin can view and take Action on its submissions.
You may edit this Role if you would like to adjust what your Form Admins can do with the submissions they receive or expand their overall access to Droplet. This Role could also be a great starting point to create more Roles for administrators of specific forms. If you would like to use this Role as a template, you can duplicate it.
You can assign someone as many Form Admin roles as you need to give them access to each form they are overseeing.