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User Permissions

Permissions control which features a user can reach. This page is the canonical list — every permission CheckFlow has, and exactly what each one grants.

Other pages describe how permissions apply to a particular area — the Library layers folder permissions on top, Template Permissions and Checklist Permissions narrow access to individual items. None of them restates this list. If you find a permission described somewhere else, this page wins.

Roles Come First​

A permission is not a role, and the two are set in different columns of the same screen.

What it isWho has it
RoleThe baseline level of access. Every user has exactly one.Administrator, Member or Guest
PermissionA named Area.Capability flag granted on top of the Member role.Members only
  • Administrators have full access to every feature. Their permissions cannot be edited, and they hold every permission implicitly.
  • Members have the access their permissions allow. All permissions are enabled by default for a new Member.
  • Guests have a fixed, limited level of access — their own dashboard and the tasks they are directly assigned to. They cannot be granted permissions.

There is no such thing as a "Creator role" or a "Viewer role". See Roles & Permissions for how roles are assigned.

Available Permissions​

PermissionWhat it grants
Analytics.ViewerAccess to the Analytics screen.
Checklist.CreatorCreating (running) checklists. Which checklists can be created is narrowed by Checklist Permissions.
Checklist.MenuAccess to the menu inside an open checklist — renaming, sharing, marking the checklist complete, and similar actions.
KnowledgeBase.CreatorCreating knowledge base articles, and the New Article button in the Library sidebar. Grants no Library access on its own: the user also needs a Library permission and Edit on the folder.
Library.CreatorAccess to the Library; creating and managing folders; adding, editing and deleting items in folders where the user has Edit. Narrowed by folder permissions.
Library.FileUploaderUploading files to the Library, and editing tags on files the user uploaded.
Library.ViewerRead-only access to the Library. The user can view and download but change nothing.
Report.CreatorSharing a saved report view with the team or with specific users and groups. It does not control access to Reports, which every Administrator and Member has, and it does not control creating a view — see Custom Report Views.
Schedule.CreatorAccess to the Scheduling screen, and creating, editing and deleting schedules.
Schedule.ViewerRead-only access to the Scheduling screen.
Template.CreatorCreating, editing and archiving templates, and access to the Templates screen. Narrowed by Template Permissions.
Template.ViewerRead-only access to templates and the Templates screen.
note

Several permissions are not sufficient on their own. KnowledgeBase.Creator needs a Library permission alongside it, and Report.Creator does nothing for a user who cannot reach Reports. Where a permission has a prerequisite, the table says so.

How to Set User Permissions​

You must be an Administrator to change permissions.

  1. Open the Users tab on the Team Management screen.
  2. Find the user in the list. Their permissions are shown in a multi-choice control in the Permissions column, on the far right.
  3. Click the control and tick the permissions you want the user to have.
  4. Close the dropdown. The permissions are saved automatically.

Select User Permissions

The Permissions control is disabled for users in the Administrator and Guest roles, whose permissions are fixed.

warning

A permission change takes effect the next time the user's token is refreshed, not immediately. To apply it straight away, ask the user to log out and back in.

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