The below access acts as a guide and the security access of a person depends on the following:
- Which Settings > Account Options are enabled/disabled
- Which Settings > Custom User Roles are mapped to the Person Profile
- Which Workflow Roles are mapped to the Person Profiles
| Add New | View | Add | Edit | Delete |
| Projects | 🟩 | |||
| Position | 🟩 | |||
| Projects | View | Add | Edit | Delete |
| Projects | 🟩 | |||
| Manage Plans | View | Add | Edit | Delete |
| Projects | 🟩 | |||
| View Progress | View | Add | Edit | Delete |
| Projects | 🟩 | |||
| Job Cards | View | Add | Edit | Delete |
| Job Cards | 🟩 | 🟩 | 🟩 | 🟩 |
| Submit New | View | Add | Edit | Delete |
| Submit Checklists | 🟩 | 🟩 | ||
| Calendar | View | Add | Edit | Delete |
| Calendar | 🟩 | |||
| Document Library | View | Add | Edit | Delete |
| Documents | 🟩 | 🟩 | ||
| Settings | View | Add | Edit | Delete |
| Document Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| TeamTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Rosters | 🟩 | 🟩 | 🟩 | 🟩 |
| Workflow Admin | 🟩 | 🟩 | 🟩 | 🟩 |
| Checklists | 🟩 | 🟩 | 🟩 | 🟩 |
| Data | 🟩 | 🟩 | 🟩 | 🟩 |