Board Permissions in Ontraccr (Roles & Access Control)

🔐 Board-Level Roles, Permissions & Form Access in Ontraccr
 

Overview

Ontraccr allows you to control who can view, edit, and manage each board, and who can access forms within those boards. These permissions can be role-based, user-specific, or division-specific — giving you full control over visibility and collaboration.

🎯 Why Use Board-Level Permissions?

Use these features to:

• Restrict sensitive boards (e.g., HR, Estimating, Safety)
• Allow users to view only their assigned cards
• Control who can submit forms tied to a board
• Give admin roles the ability to create, edit, or delete boards

🧩 Types of Board Permissions

📘 Board Access Permissions

You can assign users one of several access levels:

🧾 Form Access from Boards

The Form tab (on board cards) is only visible to users who have:

1. Permission to view or submit the form
2. Access to that board and card

✅ If a user doesn’t see the form icon, they’re missing form permissions, board access, or both.

🧩 How to Set Board-Level Permissions

1. Go to Settings > Roles & Permissions
2. Select a role or create a custom one
3. Configure:
   • Board access level (View All, View Own, Manage)
   • Form permissions (View, Submit, Manage)
4. Assign the role to users via the Users module

✅ Example Use Cases

🧠 Tips & Edge Cases

• Form access is controlled independently of board access — both must be granted
• Use “View Own Boards Only” for tight data security in large orgs
• Combine with card assignment filters to restrict what users see
• Admins should have Manage Boards + Manage Forms to configure workflows end-to-end