Permissions & roles

• Permission matrix — what each role can and cannot do
• Guests — one grade, access set per app
• Project roles — Project Admin, Project Member
• Workspace roles — Workspace Admin, Workspace Member
• Team roles — Super Admin, Team Admin, Team Member

Licenses & capacity

• Expiry and suspension
• Archiving a project, and what it returns
• Licenses and capacity

Personal settings

• API token and the SiteView presigned URL credential
• Personal settings — profile, notifications, security, preferences

Team settings

• Trash, restore and permanent deletion
• Team Settings: Asset Categories
• Team Settings: Templates
• Team Settings: General
• Team standards, and how they cascade

Members, groups & access

• Manage groups
• Members and invitations

Workspace & project administration

• The project Captures page
• Project activity
• Project configuration
• Workspace configuration
• FormNote Report (TBU)
• Use Project Origin Coordinates