About permissions

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

Learn more here

Permissions

67 assignable permissions are available across 11 categories:

Permission type	Permission	Minimum required licence to have the permission
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
Add-ons	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 audits	Approval
	Schedule compliance tasks	Approval
	Schedule licensing	Approval
	Schedule maintenance tasks	Approval
	Schedule training	Approval
	Report feedback	Read and report
	Report improvements	Read and report
	Report incidents	Read and report
	Report repairs	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	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 limited by user licence type:

Licence type	Permission limitations
External Auditor	Cannot create/edit an register items
Read & Report	Cannot receive tasks other than licensing and training Cannot create items in the Governance or Management registers Cannot create contacts, meetings or records Cannot see the Quality, Safety or Risk dashboards
Administrator	Cannot create/edit except for admin pages
Action	Cannot manage or approve Cannot edit an item Cannot see add-on dashboards
Approval	No limitations. Can do everything

Note: Permissions are ‘cumulative’ meaning that users can have any of the permissions available to the Licence types below their own.