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 |
Person | 🟩 | |||
Action | 🟩 | |||
People: Their own Person Profile & other Person Profiles mapped to the Workgroup the Editor has access to |
View | Add | Edit | Delete |
Person Details Tab | 🟩 | 🟩 | 🟩 | |
Person Custom Fields Tab | 🟩 | 🟩 | 🟩 | |
Person Messages Tab | 🟩 | 🟩 | 🟩 | |
Person Contact Details Tab | 🟩 | 🟩 | 🟩 | |
Person Notes Tab | 🟩 | 🟩 | 🟩 | |
Person Training Tab | 🟩 | 🟩 | 🟩 | |
Person Checklists Tab | 🟩 | 🟩 | 🟩 | |
Person Work Roles Tab | 🟩 | 🟩 | 🟩 | |
Person Procedures Tab | 🟩 | 🟩 | 🟩 | |
Person Documents Tab | 🟩 | 🟩 | 🟩 | |
Person Competencies Tab | 🟩 | 🟩 | 🟩 | |
Person Appraisals Tab | 🟩 | 🟩 | 🟩 | |
Person Actions Tab | 🟩 | 🟩 | 🟩 | |
Person Status Tab | 🟩 | 🟩 | 🟩 | |
Account Settings (their own) | 🟩 | 🟩 | 🟩 | 🟩 |
Incoming Reports | View | Add | Edit | Delete |
View Reports | 🟩 | 🟩 | 🟩 | 🟩 |
Submit New | View | Add | Edit | Delete |
Checklists and Events | 🟩 | |||
Calendar | View | Add | Edit | Delete |
Add Action | 🟩 | |||
View their own and other people's calendar | 🟩 | |||
View other Project's calendar | 🟩 | |||
Document Library | View | Add | Edit | Delete |
Add Document | 🟩 | |||
View Documents | 🟩 | |||
My Team: Activities | View | Add | Edit | Delete |
Global Search | 🟩 | |||
Job Cards | 🟩 | |||
Actions | 🟩 | |||
Submitted Reports | 🟩 | |||
Missing Reports | 🟩 | |||
Timesheets | 🟩 |