Permissions are the ‘rights’ users have to perform functions in the platform.
A permission is the authorisation given to users to perform an action in the platform. Permissions can be assigned to a Role or individually to a User. Typically, User permissions are managed by assigning them to a Role with the required permissions set. This makes it quick to manage onboarding new users to the system and minimises risk of granting rights to a user that they shouldn't have.
The permissions that a user has are determined in three ways:
- Permissions assigned through the user’s Role.
- Permissions assigned individually to the user.
- Implicit permissions defined by the user licence
Permissions
More than 50 assignable permissions are available across 10 categories:
|
Permission type |
Permission |
Minimum required licence |
|
Super Admin
|
Grant super admin permissions to users |
Approval |
|
Grant view all items permissions to users |
Approval |
|
|
Edit Account page |
Approval |
|
|
Edit subscription page |
Approval |
|
|
InfoSec |
View all items | Approval |
|
Download files |
External user |
|
|
Export lists |
External user |
|
|
Admin |
Grant admin permissions to users |
External user |
|
Create and edit users, roles, and teams |
External user |
|
|
Edit system settings |
External user |
|
|
Edit system configuration |
External user |
|
|
Hide items |
External user |
|
|
Edit API keys |
External user |
|
|
Add-ons |
Book assets |
Read and report |
|
See Property availability report |
Read and report |
|
|
Approve/Own/Close |
Approve accreditation items |
Approval |
|
Approve assets |
Approval |
|
|
Approve contracts |
Approval |
|
|
Approve documents |
Approval |
|
|
Approve records |
Approval |
|
|
Approve risks |
Approval |
|
|
Approve suppliers |
Approval |
|
|
Close audits |
Approval |
|
|
Close compliance tasks |
Approval |
|
|
Close maintenance tasks |
Approval |
|
|
Close training and licence tasks |
Approval |
|
|
Close incidents |
Approval |
|
|
Close feedback items |
Approval |
|
|
Close complaints |
Approval |
|
| Close improvements | Approval | |
| Close repairs | Approval | |
|
Communications |
Notify all users |
Action |
|
Create |
Add assets |
Action |
|
Add contracts |
Action |
|
|
Add documents |
Action |
|
|
Add records |
Action |
|
|
Add risks |
Action |
|
|
Add suppliers |
Action |
|
|
Schedule items in Management Registers |
Approval |
|
|
Add items to Reporting registers |
Read and report |
|
|
Schedule and manage meetings |
Approval |
|
|
Add business contacts |
Action |
|
|
Edit |
Archive Governance register items |
Approval |
|
Archive records |
Approval |
|
|
Bulk edit, Close and skip, Close and halt |
Approval |
|
|
Edit closed items |
Approval |
|
|
Edit open items |
Approval |
|
|
Re-assign tasks |
Approval |
|
|
Manage |
Manage Governance register items |
Approval |
|
Manage Reporting register items |
Approval |
|
|
Receive tasks |
Review Governance register items |
Action |
|
Review Record register items |
Action |
|
|
Action Audit, Compliance and Maintenance tasks |
Action |
|
|
Action Reporting register tasks |
Action |
|
|
Visibility |
See Company account |
External user |
|
See unapproved items |
Read and report |
|
|
See all meetings |
External user |
|
|
See all tabs: All tasks, All Schedule, Archived and Closed |
External user |
|
|
See Analytics page |
Read and Report |
Permissions granted through the user licence type
|
Licence type |
Implicit permission settings |
|
External Auditor |
Cannot create/edit |
|
Read & Report |
Cannot receive tasks other than licensing and training Cannot only create items in the Reporting registers Cannot see add-on dashboards |
|
Administrator |
Cannot create/edit except for admin pages |
|
Action |
Cannot manage or approve Cannot edit an item Cannot see add-on dashboards |
|
Approval |
Can do everything |
Note: Permissions are ‘cumulative’ meaning that users can have any of the permissions available to the Licence types below their own.