Understanding Permissions and Sharing

TABLE OF CONTENTS

• Introduction
• Permission Levels
• Configure Access Permissions for a Group of Team Members

Introduction

CupixWorks allows you to share workspaces, projects, and different types of project data such as captures, SiteViews, and reports that are stored in CupixWorks with anyone on your team. CupixWorks offers several ways to manage access permissions at different data levels in a simple and granular fashion.

Permission Levels

Data in CupixWorks is organized in several layers. Higher-level data sets, also called parent data, can hold various multiple types of child data. For example, a project is categorized as the child data of a workspace, and captures or SiteViews are the child data of a project.

You can share child data with other team members without sharing parent data. For example, you can share a project without sharing its parent workspace, or you can share a SiteView with external collaborators without sharing the SiteView's parent project.

When you share data, you can immediately set whether selected recipients can edit, delete, or add child data, share the data with additional team members, or only view the content. CupixWorks offers four levels of access permission, as summarized in the following table:

Permissions	View All Data	Create Child Data	Edit or Delete Any Child Data	Share Data With Others
Can view only	Yes	No	No	No
Can create and view all	Yes	Yes	No	No
Can create and edit all	Yes	Yes	Yes	No
Full - Can create, edit all, and share	Yes	Yes	Yes	Yes

Note: Someone's permission to the parent data also applies to all child data the parent contains. For example, if you share a project with a collaborator and set their access permission as Can view only, that collaborator has Can view only access to all child data within that project (examples: captures, SiteViews, and reports).

Configure Access Permissions for a Group of Team Members

CupixWorks offers the user group (group for short) functionality, which allows you to add multiple team members to one category.  By using groups, you can add or remove team members from various data sets in bulk. The above permissions apply to both individual team members as well as groups when sharing data.  For more information on groups, refer to our articles on creating groups, and adding or removing team members from them.