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maedelange committed Apr 27, 2024
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15 changes: 7 additions & 8 deletions _sources/row_level_permissions.md.txt
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Expand Up @@ -4,13 +4,13 @@
<a href="https://github.com/kobotoolbox/docs/blob/511ea4cb3c698a4b45e7c2b4efd1af4e356e811f/source/row_level_permissions.md" class="reference">15
Feb 2022</a>

The **row-level** permissions are an extension of the
[existing permissions](managing_permissions.md) features and allow project
Row-level permissions are an extension of the
[existing permissions feature](managing_permissions.md) in KoboToolbox. The feature allows project
owners to create four different levels of permissions for a shared project. To
find this functionality, simply go to project **SETTINGS** and click on the
**Sharing** section. You will see a screen as shown below.

![image](/images/row_level_permissions/Options.png)
![image](/images/row_level_permissions/row-level-options.png)

As of August 2021, the management of project permissions has been extended to
allow for a total of four **row-level** access permissions that include:
Expand All @@ -22,14 +22,13 @@ allow for a total of four **row-level** access permissions that include:
| **Delete submissions only from specific users** | _Delete data_ submitted by a subset of defined data entry users. |
| **Validate submissions only from specific users** | <a class="reference" href="record_validation.html"><i>Validate data</i></a> submitted by a subset of defined data entry users. |

<p class="note">Please note that some permissions imply others. For example, if <i>Alice</i> has <strong>Edit submissions only from specific users</strong> only for <i>Bob</i>, then this implies that <i>Alice</i> also has <strong>View submissions only from specific users</strong> for <i>Bob</i>.</p>
<p class="note">
Please note that some permissions imply others. For example, if <i>Alice</i> has <strong>Edit submissions only from specific users</strong> only for <i>Bob</i>, then this implies that <i>Alice</i> also has <strong>View submissions only from specific users</strong> for <i>Bob</i>.
</p>

## Configure your Account Settings:

Before configuring project sharing, you will need to open your **ACCOUNT
SETTINGS** and toggle the checkbox **Require authentication to see forms and
submitted data**. If this configuration is left unchecked, setting row-level
permissions will not work as expected.
By default, users must be authenticated by entering their KoboToolbox username and password before they can submit data to a deployed form. This is important for row-level permissions to work correctly. To confirm that the form authentication requirement is active, open the project and navigate to the **FORM** tab. Under the **Collect data** section, ensure that the “Allow submissions to this form without a username and password” setting is turned off.

![image](/images/row_level_permissions/Accounts_Settings.png)

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15 changes: 7 additions & 8 deletions row_level_permissions.html
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Expand Up @@ -109,12 +109,12 @@ <h1>Row-Level Permissions<a class="headerlink" href="#row-level-permissions" tit
<p><strong>Last updated:</strong>
<a href="https://github.com/kobotoolbox/docs/blob/511ea4cb3c698a4b45e7c2b4efd1af4e356e811f/source/row_level_permissions.md" class="reference">15
Feb 2022</a></p>
<p>The <strong>row-level</strong> permissions are an extension of the
<a class="reference internal" href="managing_permissions.html"><span class="std std-doc">existing permissions</span></a> features and allow project
<p>Row-level permissions are an extension of the
<a class="reference internal" href="managing_permissions.html"><span class="std std-doc">existing permissions feature</span></a> in KoboToolbox. The feature allows project
owners to create four different levels of permissions for a shared project. To
find this functionality, simply go to project <strong>SETTINGS</strong> and click on the
<strong>Sharing</strong> section. You will see a screen as shown below.</p>
<p><img alt="image" src="_images/Options.png" /></p>
<p><img alt="image" src="_images/row-level-options.png" /></p>
<p>As of August 2021, the management of project permissions has been extended to
allow for a total of four <strong>row-level</strong> access permissions that include:</p>
<table class="colwidths-auto docutils align-default">
Expand All @@ -138,13 +138,12 @@ <h1>Row-Level Permissions<a class="headerlink" href="#row-level-permissions" tit
</tr>
</tbody>
</table>
<p class="note">Please note that some permissions imply others. For example, if <i>Alice</i> has <strong>Edit submissions only from specific users</strong> only for <i>Bob</i>, then this implies that <i>Alice</i> also has <strong>View submissions only from specific users</strong> for <i>Bob</i>.</p>
<p class="note">
Please note that some permissions imply others. For example, if <i>Alice</i> has <strong>Edit submissions only from specific users</strong> only for <i>Bob</i>, then this implies that <i>Alice</i> also has <strong>View submissions only from specific users</strong> for <i>Bob</i>.
</p>
<section id="configure-your-account-settings">
<h2>Configure your Account Settings:<a class="headerlink" href="#configure-your-account-settings" title="Permalink to this heading"></a></h2>
<p>Before configuring project sharing, you will need to open your <strong>ACCOUNT
SETTINGS</strong> and toggle the checkbox <strong>Require authentication to see forms and
submitted data</strong>. If this configuration is left unchecked, setting row-level
permissions will not work as expected.</p>
<p>By default, users must be authenticated by entering their KoboToolbox username and password before they can submit data to a deployed form. This is important for row-level permissions to work correctly. To confirm that the form authentication requirement is active, open the project and navigate to the <strong>FORM</strong> tab. Under the <strong>Collect data</strong> section, ensure that the “Allow submissions to this form without a username and password” setting is turned off.</p>
<p><img alt="image" src="_images/Accounts_Settings.png" /></p>
</section>
<section id="managing-row-level-permissions">
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2 changes: 1 addition & 1 deletion searchindex.js

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