How to Create User Types and Change Sub User Permissions

For accounts that have multiple users, Users & Permissions allows you to restrict or grant access to view or edit content in OpenField for each sub user. Each sub user is assigned a specific User Type. By default, Administration, Coach and Athlete User types are generated with set permission levels. The Administration User type is automatically applied to the main OpenField account and cannot be modified.

Editing User Permission Levels

1. Log in to the primary OpenField Cloud account. 

2. Navigate to the Settings > Users & Permissions menu.

3. Select List Account Types.

   

4. Select the Edit option for the User Type you wish to change the permission levels for.

   

5. From the edit screen there are three main functions:

   1. Change the Name of the User Type.

   2. Select which other User Types can create a sub user account of this type (in the example below, a sub user account with the user type Coach can only be created by an Administration account).

   3. Edit the actions that are allowed by this user type by selecting each option under Allowed Actions. For a description of each of these actions, please see the Modifiable Permission Definitions section below.

      

6. Select Update Account Type when finished.

Creating a new User Type

1. From the List Account Types page select Add New Account Type. 

   

2. The Add New Account Type page is almost identical to the Edit Account Type page found previously, except that none of the options have been filled in. 

3. Complete the fields: name, who can create the account and allowed actions as desired.

4. When finished, select Add New Account Type. The newly created User type is now available to be applied to sub users. 

Modifiable Permission Definitions

The actions for which access can be controlled are separated into the following categories:

• Access Reporting - determines if the user can access the Reporting tab.
• Access Editor - determines if the user can edit and view activities in the Editor tab.
• Access Timeline - determines if the user can access activity timelines. 

  • The sub-sections of this option control the ability to modify various settings for the account.

• API / OpenField Console Access - determines whether or not the user can access the OpenField Console.

  •  API Visualizer Access - determines whether the user has access to the API Transmit dashboard.

• Download OpenField Console Builds - determines whether or not the user has access to download an OpenField Installer.

  Note: All consoles connected to a primary account must use the same version of OpenField or they will not Sync. It is generally recommended that this option is left unchecked for accounts where sub users operate remotely or independently to the primary account user.

• Download Report - determines if the the user can download CTR Reports from the OpenField Console.