Team Member Management | Voters

Team Member Management

complete

Cory MacVie

Ability to group users in teams in order to quickly assign permissions to a large batch of users. This allows an Owner or Manager to grant or remove a batch of users access to apps, projects, and layers at once.

April 12, 2019

Katie Briggs

marked this post as

complete

Groups (which is our version of Team Member Management) is now live for all Fulcrum customers! Check out our help article on this new feature to learn more: https://help.fulcrumapp.com/en/articles/7436935-groups.

Katie Briggs

marked this post as

early access

Ben Denison

Katie Briggs: Hi, can I ask what "early access" is?

Katie Briggs

Ben Denison: We are currently conducting beta testing with customers on this feature. If you would like to participate, let me know and I will send you information about it.

Stefano Pompei

Katie Briggs: Hi Katie, we'd like to participate if possible.

Katie Briggs

marked this post as

in progress

Katie Briggs

marked this post as

planned

Heath Howard

Katie Briggs: Yes!

Blake Caldwell

Fulcrum's Membership API is able to accomplish this
https://docs.fulcrumapp.com/reference/memberships-change-permissions
Easy enough to just create list variables of the member ID's to create the groups while waiting for a similar function from the web interface, although would be simpler if the API 'add' parameter accepted member emails rather than having to make a GET request for all the member ID's

Blake Caldwell

Going to bump this again - we have several field regions, and trying to select the correct members to give access to apps/projects/layers for only my region is tedious and inevitably someone gets missed until I get a phone call 'Can you add me to this...' - currently trying to work this out with custom roles, but like someone else mentioned, it gets complicated with some members needing higher permissions (i.e. not being able to assign multiple roles)

Elliot Wicks

Under Review for 2 1/2 years? Some people in our team fit into more than one "Role", so not always an option to just have one level of permissions.

Brianne Zorn

To take this idea one step further, you could allow the entire team/group of users to be assigned to a given record. This would allow teams to access and QA their team's data.

Fred Spain

Agree with some of the comments that this has been “done” by having a Role. That is, a “Role” can be created for each “Team”.

Cory MacVie

Merged in a post:

Member 'Groups' for Projects/Layers

Blake Caldwell

As our field collection and GIS teams grow, it is becoming tedious to try and remember each individual person that needs to be added to each project and layer.  I would like to suggest a way to create member 'groups' that can be maintained separately, and would allow a single toggle in the layer/project window.
FIELD TEAM (Group)
-member1
-member2
-etc

October 29, 2020

→