There are different types of users and groups in a portal with different levels of access, collaboration, and management.
Users are:
- Are individuals or entities with accounts that allow them to access and use the portal's features for creating, analyzing, and sharing geographic content
- Can be part of an organization or have public accounts, each with different levels of access and capabilities based on their roles and permissions.
Groups:
- Are collections of users that serve as containers for organizing, sharing, and managing spatial data and resources
- Provide users a way to share and collaborate on projects, share data, and participate in discussions.
- Can be either public, allowing anyone to join, or private, requiring invitation or approval for membership.
- Help increase collaboration, help with data sharing, and promote teamwork.
Users
In organizations in a portal, users have different levels of access and capabilities when working with content such as maps, scenes, apps, and layers. The user access level and what a user can do in a portal is determined by the following:
| Name | Description |
|---|---|
| User type | assigned by a portal administrator based on licensing, and dictates the scope of privileges available through roles. |
| Roles | Roles represent specific job functions within an organization and come with predefined sets of privileges. Portal administrators can create custom roles for more finer control. |
| Privileges | Rights granted to roles. Privileges determine the actions members can perform within the organization. Organization default roles having fixed privileges. Portal administrators can create custom roles for more flexibility when assigning to members. |
User types
The user type decides what a user can do in an organization and what apps they can access. The following are users types that can be created in a portal:
| User types | Description |
|---|---|
| Viewer | Users with Viewer access can view and interact with maps, apps, and data shared within the organization but cannot create or edit content. |
| Editor | Editors have the ability to create, edit, and delete content such as maps, apps, and data within the organization. |
| Mobile worker | Mobile workers have access to a range of field apps and can view/edit shared data but lack the ability to analyze, create, or share items within the platform. |
| Creator | Creator have access to create and edit maps and apps, conduct spatial analysis, collect data, collaborate, share content, view others' creations, and administer users and content within the organization. This user type is suitable for GIS specialists, asset managers, data journalists, and other content creators and collaborators. |
| GIS professional | GIS Professional has three levels - Basic, Standard, or Advanced - enabling this user type to build advanced 2D and 3D maps, perform analyses, collaborate, administer users and content, and is suitable for GIS analysts, GIS developers, and cartographers. |
Roles
A role determines what a user can do in a portal through permissions. Permissions are set by a default role or a custom role, and are assigned to users when they are added to the portal. The following are default roles available in a portal:
| Type | Description |
|---|---|
| Viewer | Viewer role allows users to access shared maps, apps, and other data, join groups, and use basic geographic tools, without the ability to create or share content or perform advanced analysis. |
| Data editor | In addition to Viewer privileges, Data Editor role allows users to edit features shared by other users. It is compatible with all user types except Viewer. |
| User | In addition to Data Editor privileges, the User role allows users to create groups and content. This role also allows users to: - Use organization's maps, apps, layers, and tools. - Participate in groups with update privileges. - Perform tasks such as creating maps and apps, editing features, adding items, sharing content, and creating groups. This role is compatible with the Creator and GIS Professional user types. |
| Publisher | Publisher role allow users to publish features and map tiles as hosted web layers and perform analysis on layers within maps, compatible with the Creator and GIS Professional user types. |
| Facilitator | In addition to Publisher privileges, the Facilitator role allow users to invite partnered collaboration members to groups, create and manage partnered collaboration groups, invite members from other organizations, and create shared update groups. |
| Administrator | In addition to Publisher privileges, the Administrator role allows users the ability to manage the organization and other users. It is recommended for organizations to have at least two administrators. This role is compatible with Creator and GIS Professional user types. |
Privileges
Roles grant privileges to users enabling them to perform tasks and workflows. The default roles have fixed privileges, and custom roles allow administrators to specify privileges. Privileges are divided into General and Administrative levels, determining members' abilities to create, publish, and view content within the organization.
General privileges
These are some of the common general privileges available the provide users capabilities for working with content.
| General Privilege | Description |
|---|---|
| Create content | Ability to create new maps, apps, layers, and other content. |
| Share content | Permission to share created content with other users or groups. |
| Edit content | Ability to modify existing maps, apps, or layers. |
| Delete content | Permission to remove content from ArcGIS Online. |
| Join groups | Capability to join public groups or request membership in private groups. |
| View content | Ability to view maps, apps, and other content shared within the organization. |
| Perform analysis | Privilege to conduct spatial analysis on data layers within maps. |
Administrative privileges
These administrative privileges empower organization administrators to effectively manage and oversee various aspects of ArcGIS Online usage and configuration.
| Administrative Privilege | Description |
|---|---|
| Manage Members | Ability to invite, remove, and manage members within the organization, including assigning roles and privileges. |
| Manage Licenses | Capability to assign, reassign, or revoke licenses for ArcGIS Online products and extensions to organization members. |
| Configure Organization | Permission to configure organization settings, including security settings, branding, and general organization information. |
| Create and Manage Groups | Ability to create, delete, and manage groups within the organization, including setting group properties and permissions. |
| Manage Content | Capability to manage organization content, including viewing, editing, and deleting items, as well as managing item sharing and access settings. |
Groups
Users can use groups to organize, share, and manage geospatial content. The following are types of groups:
| Type | Description |
|---|---|
| Public | Public groups are open to anyone and allow individuals to join without needing an invitation. They are commonly used for open collaboration and sharing of resources with a wider audience. |
| Private | Private groups require an invitation or approval for membership and are used for more restricted collaboration, often within specific project teams or departments. |
| Organization | Organization groups are automatically created for each organization in a portal. These groups are used to organize content and users within the organization. They can be public or private and serve various purposes. |
Common operations
The following are common operations a group owner can perform to manage group activities, membership, and content sharing.
| Operation | Description |
|---|---|
| Create Group | Group owners can create new groups to organize and share content related to specific topics or projects. |
| Manage Membership | Owners can control who can find the group, who can join, and who can contribute content by managing group membership settings. |
| Control Content Sharing | Owners have control over items shared with the group, including the ability to share, edit, or delete content, and manage item sharing and access settings within the group. |
| Invite Members | Group owners can invite other users to join the group, either directly or through a membership request process, based on membership settings. |
| Promote Group Managers | Owners can promote other group members to group managers, granting them additional privileges to manage group content, membership, and settings. |
| Feature Content | Owners can feature specific content within the group on the ArcGIS Online website or gallery, highlighting important resources for group members or the public. |
| Configure Website | Owners can configure the group's appearance and behavior on the ArcGIS Online website, including customizing the homepage, gallery, and other settings. |
| Share with Partnered Orgs | In partnered collaborations, group owners can share content seamlessly with other organizations and promote members of partnered organizations to group managers. |
Services
API support
- 1. Limited operations, use HTTP requests.
- 2. Access via ArcGIS REST JS.
Tools
Use tools to access the portal and create and manage content for applications.