Section Permissions: Role-Based Visibility and Editing Control

📄 Section Permissions: Control Who Can View or Edit Form Content
 

Ontraccr’s Section Permissions feature lets you show or hide parts of a form based on the user’s role, team, or individual identity. This is crucial for privacy, compliance, and streamlining the form experience based on who's filling it out.

🔐 Why Use Section Permissions?

• Limit sensitive fields (e.g., billing, internal notes) to managers
• Prevent field staff from editing admin-only sections
• Ensure role-specific inputs (e.g., Safety Manager sections) are only seen by the right people

🛠 How to Configure Section Permissions

1. In Step 2: Fields, click the gear icon ⚙️ beside a section name
2. Scroll to Restrict Permissions
3. Use the dropdown to add:
   • Roles (e.g., Admin, Supervisor, Inspector)
   • Teams (e.g., East Division, Safety Crew)
   • Individual Users

Once added, you’ll see two checkboxes beside each:

• ✅ Can View
• ✅ Can Edit

Leave both unchecked to completely hide the section for that user/role.

✅ Example Scenarios

🧠 Best Practices

✔️ Add All Roles Explicitly

Even if only one role should have access, add all roles to define their visibility clearly.

This prevents confusion down the line and ensures form behavior is predictable.

✔️ Mix Roles, Users, and Teams

You can assign permissions using any combination of:

• Roles (broadest)
• Teams (mid-level)
• Specific Users (most precise)

If a user is part of multiple categories, the most permissive setting applies (i.e., if any category allows view/edit, access is granted).

🔄 Overrides Are Supported

You can override role-based restrictions for individual users—great for giving one-off access without changing role settings globally.

💡 Use Cases