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What is a System?

A system is an area of the platform that entities are created into and exist in. When in a system, you have access to all of the entities within that system. As a user, you can only access systems that you are a member of.

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Admin permissions

There are two levels of admin permissions:
  • Organization Admins - Organization Admins can create systems, add and remove users from systems, and edit user permissions within systems.
  • System admins - System admins can edit system settings, such as that system’s homepage and view groups. They also have additional powers within the system, such as bypassing review requirements.

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How does access between systems work?

You can configure one system to have read-only access into another. In the system given access, all members will then be able to:
  • See entities from both systems in views and the search page
  • Reference entities from the other system
  • Create entities from types/templates belonging to the other system into submission and reference fields.
Access between systems can be revoked at any time but be aware that this may lead to inaccessible references and submission fields which cannot add new rows.

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System settings

Each system has its own settings, accessible to System Admins and Managers. You’ll find these in the Settings page under each system. General — Update the system name, homepage, and configure access between systems. View groups — Manage the navigation sidebar. System Admins and Managers can add, edit, delete, and reorder view groups. Members & permissions — See all system members, their user groups, and permission levels. System Admins can add users, edit permission levels, and remove users. Tags — Create, edit, and delete tags for the system. Tags can be added to any entity by Operators and above. Triggers — View all triggers in the system and their execution history.