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 |