Solutions

Organize your resources by subject area in solutions.

Solutions are designed for specific tasks, projects, or topics within your workspace. A solution is where you can create and utilize various resources. To aid in accomplishing your subject-specific tasks, you can develop forms, reports, insights, and datasets. Collaborate with team members to enhance and share these resources effectively.

Create a solution

You can create solutions from the overview page in a workspace. Go to Home → [Your workspace] → Overview. On this page, you'll find an overview of your solutions in a table. Above this table, you can create a new solution using the Create solution button.

Then give your solution a name and description. Finally, click Create.

Share a solution

You can invite members to collaborate in the solution:

1. Click on the menu in the top navigation bar ...

2. Select Share solution

3. Search and select users or groups

4. Choose a role for each user:

   • Administrator - can edit/share

   • Member - can only view

5. (Optional) Add a message

6. Click Save

Only solution administrators can invite members to the workspace.

Delete a solution

• Click on the menu in the top navigation bar ...

• Select Delete solution

You will lose all resources in this solution. This action cannot be undone.

Roles and permissions

Members of solutions in the Polyteia Platform can have one of three roles:

• Administrators have full access to solution specific settings and actions, including editing metadata, inviting users, and managing access.

• Members can create, manage, and view resources (e.g., datasets, forms, or reports), but cannot manage users or solution settings.

• Guests (coming soon) have read-only access and cannot make changes.

A solution can have multiple administrators. The creator of a solution is automatically an administrator of the solution.

Best practices

• Limit administrator access to those who actually need to manage users and settings to avoid unintended changes.

• Carefully assign members to ensure that only authorized users can create, edit forms and workflows, and view datasets.

• Use guests for read-only access to avoid unnecessary exposure of sensitive solution data.

Documentation

To provide a more detailed description and context for the solution, you can set up and regularly update documentation as a solution administrator. Click here for more information.