User Permissions

User permissions allow you to control what features your users have access to.

Permissions can only be applied to users in the Member role.

Users in the Administrator role have full access to all features.

Users in the Guest role have limited access. They can view their dashboard and the tasks that they're directly assigned to. They cannot access any other features.

Available Permissions

There are multiple permissions that can be applied to users in the Member role:

• Analytics.Viewer:
  • Allows access to the Analytics screen.
• Checklist.Creator:
  • Allows the user to create (run) checklists.
  • The creation of specific checklists can be controlled using Checklist Permissions
• KnowledgeBase.Creator:
  • Allows the user to access the Knowledge Base.
  • Allows the user to create, edit and delete folders and articles.
  • Access to specific folders can be controlled using the Knowledge Base folder permissions.
• KnowledgeBase.Viewer:
  • Allows the user to access the Knowledge Base in 'read-only' mode.
• Report.Creator:
  • Reports feature still in development.
• Report.Viewer:
  • Reports feature still in development.
• Schedule.Creator:
  • Allows the user to access the Scheduling screen.
  • Allows the user to create, edit and delete schedules.
• Schedule.Viewer:
  • Allows the user to access the Scheduling screen in 'read-only' mode.
• Template.Creator:
  • Allows the user to create, edit and archive templates.
  • Allows the user to access the Templates screen.
  • Access to specific templates can be controlled using Template Permissions
• Template.Viewer:
  • Allows the user to view templates in 'read-only' mode.
  • Allows the user to access the Templates screen in 'read-only' mode.

How To Set User Permissions

User permissions can be set from the Users tab in the Team Management screen.

You must be Administrator to access this screen.

Your users are displayed in a list on this screen. The permissions for each user are displayed in a multi-choice control located on the far right under the heading Permissions.

As previously explained, users in the Administrator and Guest roles have fixed permissions. You cannot edit these.

Users in the Member role can be permissioned. To do this, click the permissions multi-choice drop down for the user and check the permissions you want to apply to the user. When you close the drop down the permissions will be saved.

The user will pick up their new permissions the next time their token is refreshed. You can force this by asking the user to log out and then log back in again.