User role permissions matrix
The following is the current set of permissions
for each user role within the platform.
| ReporterRep | ManagerMng | AdminAdm | |
|---|---|---|---|
| 0. Help Center | |||
| 0.1. Intercom help center contents | |||
| 1. Users | |||
| 1.1. Invite new users | |||
| 1.2. View user details | |||
| 1.3. Edit user role | |||
| 1.4. Edit other Reporter user details | |||
| 1.5. Edit other Manager user details | |||
| 1.6. Edit other Admin user details | |||
| 1.7. Disable or Enable a Reporter user | |||
| 1.8. Disable or Enable a Manager user | |||
| 1.9. Disable or Enable an Admin user | |||
| 1.10. Re-send expired invitation | |||
| 2. Teams | |||
| 2.1. Create new team | |||
| 2.2. Edit team users | |||
| 2.3. Edit team workflows (previously called "Apps") | |||
| 2.4. Edit other team details | |||
| 2.5. Activate / Deactivate a team | |||
| 2.6. Bulk deactivate teams | |||
| 3. workflows (previously called "Apps") | |||
| 3.1. Create new workflow | |||
| 3.2. View workflow | |||
| 3.3. Edit workflow | If Owner | ||
| 3.4. Delete workflow | If Owner | ||
| 3.5. Un-Delete workflow | If Owner | ||
| 3.6. Publish/Unpublish workflow | If Owner | ||
| 3.7. Copy workflow | If Owner | ||
| 3.8. Send workflow | |||
| 3.9. Use of workflow library | |||
| 4. Settings | |||
| 4.1. Update company name | |||
| 4.2. Update company logo | |||
| 4.3. Setup | |||
| 4.4. Add / Edit Processes | |||
| 4.5. Add / Edit Classifications | |||
| 5. Home | |||
| 5.1. Access to all Home features | |||
| 6. Dashboard | |||
| 6.1. Access to all Dashboard features | |||
| 7. Tasks | |||
| 7.1. Create new task | |||
| 7.2. View MY teams tasks | |||
| 7.3. View ANY team tasks | |||
| 7.4. View MY tasks | |||
| 7.5. Open / Close individual task | |||
| 7.6. Bulk Close tasks | |||
| 7.7. Bulk task comment edition | |||
| 7.8. Create task filter | |||
| 7.8. Edit task filter | |||
| 7.8. Delete task filter | |||
| 8. Activities | |||
| 8.1. Create new activity | |||
| 8.2. View activities from my teams | |||
| 8.3. View activities from ANY team | |||
| 8.4. Close activity | |||
| 8.5. Bulk close activities | |||
| 8.6. Edit open activities | |||
| 8.7. Edit closed activities | |||
| 8.8. Re-open activity | |||
| 8.9. Bulk re-open activities | |||
| 8.10. Create activity filter | |||
| 8.11. Edit activity filter | |||
| 8.12. Delete activity filter | |||
| 8.13. Delete activity | |||
| 8.14. Un-delete activity | |||
| 9. Activities + WORKFLOW | |||
| 9.1. ADD assignees to an unassigned section | |||
| 9.2. ADD assignees to an assigned section | If assignee | ||
| 9.3. REMOVE assignees from a section * WORKFLOW ACTIVATED | If assignee | ||
| 9.4. REMOVE invalid assignees from a section * WORKFLOW ACTIVATED | |||
| 9.5. Complete an unassigned section | |||
| 9.6. Complete an assigned section | If assignee | If assignee | If assignee |
| 9.7. Re-open a section * No approval Section on the workflow. | If assignee | If assignee | |
| 9.8. Re-open a section * Approval Section on the workflow. | |||
| 10. Scheduling | |||
| 10.1. Create new Schedule | |||
| 10.2. View or edit Schedule | |||
| 10.3. Delete Schedule | |||