To maximize the functionality of EarthRanger Mobile, configure specific user permissions within EarthRanger to enable users and profiles to effectively use the patrol, reporting, and tracking features. Below are the required permissions / permissions sets in order to utilize these features.

Example: Creating a new Permission Set via EarthRanger Admin

This example demonstrates how to create a new Permission Set (Patrol Permissions - Mobile) that when applied to a user will enable them to create / edit and view patrols in EarthRanger Mobile.

To manage user permissions and Permission Sets on your EarthRanger instance, log in to the EarthRanger Admin interface. 

1. Select User Accounts > Permission Sets at the bottom of the Admin settings page.
2. Click the ADD PERMISSION SET + button in the upper right corner.
3. Enter a Name for the permission set (in this example: “Patrol Permissions - Mobile”)
4. In the Permissions section, add the following permissions by searching for them in the search bar above Available permissions and double clicking on them to move them into Chosen permissions on the right:
   • activity | patrol type |Can View Patrol Type
   • activity | patrol | Can Add Patrol
   • activity | patrol | Can Change Patrol
   • activity | patrol | Can View Patrol
5. To enable users to work with the patrols feature in EarthRanger Mobile, under Grant permissions to > Users select the user(s) to apply this Permission Set to. 
   Note: This can also be done later from User Accounts > Users, by selecting an individual user and then assign a previously created Permission Set to give that user those permissions.
6. Click the Save button at the bottom of the page to finalize.

Patrols - Required Permissions

EarthRanger Mobile allows users to start and end a patrol based on your site’s patrol types. To view patrol types, users must have the following minimum permission:

• Can View Patrol Type

Within EarthRanger Admin, you can control each user's permissions. Pre-configured permission sets are available under User Accounts > Permissions Sets.

To use patrols, the designated user must have the following permissions:

• Can Add Patrol: Allows users to start a patrol.
• Can Change Patrol: Allows users to update a patrol, such as ending it.

Events - Required Permissions

EarthRanger Mobile allows users to create Events with attachments, notes, and images. 

When you create an Event Category in EarthRanger Admin, the platform automatically generates Permission Groups for that category with the following permissions:

• Can Create [CATEGORY_NAME] Events
• Can Delete [CATEGORY_NAME] Events
• Can Read [CATEGORY_NAME] Events
• Can Update [CATEGORY_NAME] Events

EarthRanger Mobile requires the "create" permission to enable users to add events related to the selected Event Category. Ensure that EarthRanger Mobile users are included in this permission set.

Learn more about Report Permissions settings here: Event Types and Permissions