Permissions reference

Each permission does only what its name says. In the role editor, picking a grouping ticks exactly the permissions marked with its name; Roles and permissions explains how to combine them.

Inspections

Permission	Groupings	Also needs
Access Inspections	View · Contribute · Oversee their scope · Manage	—
See their own	View · Contribute · Oversee their scope · Manage	—
See those in their scope	View · Contribute · Oversee their scope · Manage	—
See all inspections	Manage	—
List the templates they can conduct	Contribute · Oversee their scope · Manage	—
List the sites in their scope	Contribute · Oversee their scope · Manage	—
List all sites	Manage	—
Start an inspection in their scope	Contribute · Oversee their scope · Manage	List the templates they can conduct, List the sites in their scope
Start an inspection on any site	Manage	List the templates they can conduct, List all sites
Answer and complete their own	Contribute · Oversee their scope · Manage	See their own
Edit those in their scope	Oversee their scope · Manage	See those in their scope
Edit all inspections	Manage	See all inspections
Reopen a completed inspection	Manage	See all inspections
Delete an inspection	Manage	See all inspections

Actions

Permission	Groupings	Also needs
Access Actions	View · Contribute · Oversee their scope · Manage	—
See their own and those of their groups and sites	View · Contribute · Oversee their scope · Manage	—
See those in their scope	View · Contribute · Oversee their scope · Manage	—
See all actions	Manage	—
See the actions of the assets you see	View · Contribute · Oversee their scope · Manage	—
List who they can assign to: people, groups, sites	Contribute · Oversee their scope · Manage	—
Work on their own: edit, comment, complete	Contribute · Oversee their scope · Manage	See their own and those of their groups and sites
Reassign their own	Contribute · Oversee their scope · Manage	See their own and those of their groups and sites, List who they can assign to: people, groups, sites
Create an action in their scope	Contribute · Oversee their scope · Manage	List who they can assign to: people, groups, sites
Share their own: public link, contributor link	Contribute · Oversee their scope · Manage	See their own and those of their groups and sites
Delete those they created	Contribute · Oversee their scope · Manage	See their own and those of their groups and sites
Edit, share, delete those in their scope	Oversee their scope · Manage	See those in their scope
Edit, share, delete all actions	Manage	See all actions
Assign an action to any site	Manage	List who they can assign to: people, groups, sites
Access Action families	Configure	—
Manage action families and reporting QR codes	Configure	Access Action families

Assets

Permission	Groupings	Also needs
Access Assets	View · Contribute · Manage	—
See assets, scan their QR codes	View · Contribute · Manage	—
See private documents and observations	View · Contribute · Manage	See assets, scan their QR codes
Add an observation	Contribute · Manage	See assets, scan their QR codes
Remove their own observations	Contribute · Manage	See assets, scan their QR codes
Remove any observation	Manage	See assets, scan their QR codes
Create and edit an asset, its documents, its QR code	Manage	See assets, scan their QR codes
Delete an asset	Manage	See assets, scan their QR codes
Choose what is public	Manage	See assets, scan their QR codes
Manage categories	Configure	—

Templates

Permission	Groupings	Also needs
Access Templates	View · Manage	—
See the templates they can conduct, and the response sets	View · Manage	Access Templates
Create a template	Manage	Access Templates
Create a template with AI	Manage	Create a template
Edit and publish a template and its response sets	Manage	Access Templates
Edit a template with the AI assistant	Manage	Edit and publish a template and its response sets
See and conduct every template, regardless of access rules	Manage	—
Archive, restore or delete a template	Manage	Access Templates
Manage global response sets	Configure	Access Templates
List people, groups and sites	Configure	—
Manage template access	Configure	List people, groups and sites

Analytics

Permission	Groupings	Also needs
Access the Dashboard	View · Contribute · Manage	—
Access Analytics	View · Contribute · Manage	—
See and export shared reports, dashboards and indicators	View · Contribute · Manage	Access Analytics
Create, duplicate and share reports and dashboards; edit and delete their own	Contribute · Manage	Access Analytics
Edit those shared by others	Manage	See and export shared reports, dashboards and indicators
Customize the dashboard	Configure	Access the Dashboard

Members

Permission	Groupings	Also needs
Access Members	View · Manage	—
See the directory and profiles, and what a person sees	View · Manage	Access Members
Change a member’s role	Manage	See the directory and profiles, and what a person sees
Remove a member from the organization	Manage	See the directory and profiles, and what a person sees
Access Assignments	Manage	—

Invitations

Permission	Groupings	Also needs
See pending invitations	View · Manage	Access Members
List roles, sites and groups	Manage	—
Invite, resend, copy the link	Manage	List roles, sites and groups
Revoke an invitation	Manage	See pending invitations

Groups

Permission	Groupings	Also needs
Access Groups	View · Manage	—
See groups and their members	View · Manage	Access Groups
Create, rename, delete a group	Manage	See groups and their members
List people to add	Manage	—
Add and remove members	Manage	See groups and their members, List people to add

Sites

Permission	Groupings	Also needs
Access Sites	View · Manage	—
See the tree and the site profiles	View · Manage	Access Sites
See who works on a site	View · Manage	See the tree and the site profiles
Create, edit, delete a site	Manage	See the tree and the site profiles
Manage the tree’s levels	Configure	See the tree and the site profiles
List people to assign	Manage	—
Assign members	Manage	See the tree and the site profiles, List people to assign

Roles

Permission	Groupings	Also needs
Access Roles	View	—
See roles and what they allow	View	Access Roles
Create, duplicate, edit, delete roles	Configure	See roles and what they allow

Organization settings

Permission	Groupings	Also needs
Access Organization settings	Configure	—
Rename the organization, track its setup and activity	Configure	Access Organization settings
Set up the organization’s notifications	Configure	Access Organization settings