In this article
This article briefly describes the access the software administrator will normally have in the various areas within Forsta Plus in addition to access to the functionality in the Forsta Plus Admin menu.
You also have access to other administrative functionality elsewhere in Forsta Plus. This functionality is described in more detail later in the "Other Properties and Functionality" category.
Permissions in Projects
As the Software Administrator, you have access to all projects, reports, forms and end-user lists on the server, and can give yourself and other users read, write, delete, and administration permissions to these objects. You can also give Online Coding Administrator permissions and Open Text Coder permissions on all projects via the Project Management > Overview > Permissions tab.
When you first open a project as Administrator, the project will be Read-only to you. You must then go to the Permissions tab and set the required permission. Users with the ProS or system_project_administrate permissions will have an additional button, Claim Full Access, in the Permissions tab toolbar. Click this button to give yourself all permissions for the selected project.
Code Check
Towards the bottom of the Project Management > Overview > General tab is the Code Check parameter. This parameter can be set to Enabled or Disabled. Default is Enabled.
When Enabled, the Code Check validates all codes in answer lists, predefined lists and loop members in questionnaire designer and under database generation, and checks for duplicate codes.
In cases where it is decided to keep “illegal” codes, for example on projects created and compiled before this check was introduced, a Software administrator must set the Code Check to Disabled.
Changing the Company
In the event a project is registered under the wrong company, the Software Administrator who has the system_administrate or system_project_administrate permission can change the company so that transactions are logged under the correct company. To do this:
- Open the appropriate project.
- Go to the Project Management > Overview > General tab.
- Click the down-arrow beside the Company data field to open a drop-down list of the registered companies, then select the required company.
- Click Save to save the changes.
Tasks Permissions
In the Home > Tasks > Search tab, a search field called User ID is available to the Software Administrator. The Software Administrator can search for all tasks initiated by all Forsta Plus users on the current server.
Panel Templates Permissions
The Software Administrator has permission to change the company on a panel template.
Community Portals Permissions
The Software Administrator has access to all Community Portals in Forsta Plus.
Survey Layouts Permissions
The Software Administrator has access to all survey layouts in Forsta Plus.
Only the system administrator / global template administrator can set survey layouts to be global. A company administrator can set survey layouts to be “public” but only within the company.
Reportal Permissions
The Software Administrator has permission to administrate all functionality in Reportal.
The Software Administrator is able to change the company on Reports and Data Sources in Reportal so that the transactions are logged under the correct company. This is done in the report or data source properties in the Company drop-down.
End User Lists Permissions
The Software Administrator has access to all End User Lists on the server. Refer to the Forsta Plus Authoring User Guide for detailed information on administrating end users.
Database Designer Permissions
The Software Administrator has access to all forms on the server.