by Steve Carlson, on Aug 21, 2017 2:08:16 PM
by Steve Carlson, on Aug 21, 2017 2:08:16 PM
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In the PDPworks 4.0, we've upgraded the architecture to provide clients with greater flexibility in accessing reports and information. With that flexibility comes a few new terms that you will want to know—User, Role, Folder, and Access:
User —anyone who logs into PDPworks 4.0 with a username (email address), and password
Role—describes the function of the user within PDPworks 4.0. The new app has two roles:
Folder —a location where surveys and reports are organized. Folders replaced the "levels" concept and in PDPworks 2.3. While similar to levels, folders much greater organizational flexibility and ease of use.
Access—which folder(s) a user is able to use (including editing the folder name and adding sub-folders)
Watch this video about Managing users and their access to folders
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