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How To: Limit a User to a particular Organization/Site/Survey

Here are the steps to follow if you need to restrict a user so that they can only see the organization/site/survey that they are permitted to see in TreePlotter™.



  1. Log into TreePlotter as a user with Admin access
  2. Click on Hub > Admin > Account > Manage Account > All Users
  3. Locate the user from the User table, you may like to use the Search box for ease
  4. Double click on the user record (anywhere on the row except for where there is a hyperlink)
  5. Scroll up to see the Edit User form
  6. Click on the drop down box labelled Organization, Site, or Survey, etc
  7. Select the one this user is allowed to see
    • If you have tick boxes that allow you to choose multiple organizations/surveys, tick all of the ones required
      • Admin accounts will have access to all organizations/surveys regardless of which boxes were checked, but when creating a new Admin account you will need to select any box for it to save
  8. Click Save Changes
  1. We recommend you log in in as the new user to ensure they can see (and not see!) what you expect them to.

Known limitations:

  • You need to be logged in as a user with the Admin role in order for the menu options to appear
  • You need to have organizations or sites or surveys etc installed for the additional fields to appear.
  • Customers with the small consultancy package aren’t permitted to allow their clients access

Potential next steps:

Updated on April 4, 2024