Manage access
Who may use a template, and who may read its results: that is the job of access rules, carried by each template (the Access button — and the column of the same name, in the list, sums the situation up).
A template is born open: two All users rules, one to run it, one to see its results. To keep it for some people only, add narrower rules, then remove the matching “All users” line.
Two kinds of rule
Section titled “Two kinds of rule”| Rule | Grants the right to |
|---|---|
| Run | start inspections with this template |
| See results | read the inspections others carried out with this template |
Run does not imply See results: a contractor can fill the questionnaire without reading their colleagues’ inspections.
The five targets
Section titled “The five targets”Each rule aims at:
- All users — everyone in the organization;
- A site — those whose scope covers this site, and the template shows under “Templates usable here”;
- A group — the team’s members;
- A site + a group — the crossing of both (you need the group and the scope);
- A person — by name.
How it combines
Section titled “How it combines”Rules add up: several rules on one template open the union of their targets. And they do not bound whoever sees everything — a person whose role carries See all inspections reads them all, rules or not, and See and conduct every template, regardless of access rules opens the whole catalogue.