Create and Assign Patrol Types with Permissions in EarthRanger Admin

EarthRanger allows you to create and manage custom Patrol Types of patrols that support specific field tracking needs such as security patrols, ranger movements, or aerial surveys.

In parallel, you can manage Patrol Permissions using role-based Permission Sets to define who can add, edit, or view patrols within your site.

 

 

Creating Patrol Types

 

To create or manage Patrol Types in EarthRanger Admin:

  1. Log in to EarthRanger Admin.
  2. Navigate to Activity > Patrol Types.

A table will display all existing patrol types with the following fields:

  • Display Name: Name visible to users (e.g., “Foot Patrol”).
  • Value: System name (lowercase, no spaces).
  • Ordernum: Sets display priority in the dropdown (lower = higher).
  • Icon: Symbol representing the patrol type.
  • Active Status: Whether this patrol type appears in EarthRanger Web.

Creating a New Patrol Type

To add a new patrol type:

  1. Click Add Patrol Type.
  2. Fill in the required fields:
  3. Value: Enter a lowercase, no-space ID (e.g., aerial_patrol).
  4. Display: User-friendly name (e.g., “Aerial Patrol”).
  5. Ordernum (optional): Numeric sort order.
  6. Icon: Select from default icons or request a custom icon from support.
  7. Default Priority: Set an initial priority level (optional).
  8. Is Active: Check this to make the patrol type visible in EarthRanger.
  9. Click Save.

 

Patrol Permissions

User access to patrol functions is controlled via Permission Sets in EarthRanger Admin.

To manage these:

  1. Go to User Accounts > Permission Sets.
  2. Use the top search bar to filter by “Patrols”.
  3. View or modify Patrol-related permissions as need

 

Default Permission Sets

Permission Set Name Capabilities
Full Patrols Permissions Add, edit, and delete patrols and patrol types
Patrols Permissions – No Delete Add and edit patrols only (no delete access)

Full Patrols Permissions include:

Add Patrol, Change Patrol, Delete Patrol, View Patrol

Add Patrol Type, Change Patrol Type, Delete Patrol Type, View Patrol Type

Patrols Permissions – No Delete include:

Add Patrol, Change Patrol, View Patrol

Assign these sets based on the user’s role, such as patrol managers vs. field rangers.

Make sure the users you would like to be able to Add Patrol Types and Patrols are added to this permissions set. 

 

When assigning patrol permissions, align them with user roles and operational duties.
For example:

Field rangers on mobile: assign “Patrols Permissions – No Delete”

Operations managers: assign “Full Patrols Permissions”

 

If you have any questions regarding the setup of admin permissions and types, please contact the EarthRanger Support Team at support@earthranger.com  

 

 

 

 

 

 

 

 

Next in this series: Set Up EarthRanger Mobile User Access with Custom Permissions