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 |
| Position | 🟩 | |||
| Action | 🟩 | |||
| Positions | View | Add | Edit | Delete |
| Positions | 🟩 | 🟩 | 🟩 | |
| Details Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Documents Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Advertisement Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Work Roles Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Settings Tab | 🟩 | 🟩 | 🟩 | 🟩 |
| Candidates | View | Add | Edit | Delete |
| Candidates | 🟩 | 🟩 | 🟩 | 🟩 |
| 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 Tasks | ||||
| Actions | 🟩 | 🟩 | ||
| Reports | 🟩 | |||
| My Tasks | View | Add | Edit | Delete |
| Actions | 🟩 | 🟩 | 🟩 | 🟩 |
| Reports | 🟩 | 🟩 | 🟩 | 🟩 |
| My Team | View | Add | Edit | Delete |
| Global Search | 🟩 | |||
| Job Cards | 🟩 | |||
| Actions | 🟩 | |||
| Submitted Reports | 🟩 | |||
| Missing Reports | 🟩 | |||
| Timesheets | 🟩 | |||
| Administration | ||||
| Team Groups | 🟩 | |||
| Person Status | 🟩 | |||
| Documents | 🟩 | |||
| Procedures | 🟩 | |||
| Training Status | 🟩 | |||
| Team Notes | 🟩 | |||
| Messages | View | Add | Edit | Delete |
| Message People | 🟩 | |||
| Send Batch | 🟩 | |||
| Sent Message | 🟩 | |||
| Received Messages | 🟩 | |||
| Batch Log | ||||
| People | View | Add | Edit | Delete |
| People | 🟩 | |||
| Dashboard | ||||
| Custom Dashboard | 🟩 | |||
| Settings | ||||
| Custom Homepages | 🟩 | 🟩 | 🟩 | 🟩 |
| Account Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Emergency Alerts | 🟩 | 🟩 | 🟩 | 🟩 |
| Manage Users | 🟩 | 🟩 | 🟩 | 🟩 |
| Document Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| TeamTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| CRMTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| SHEQTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| AssetTray Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Project Settings | 🟩 | 🟩 | 🟩 | 🟩 |
| Rosters | 🟩 | 🟩 | 🟩 | 🟩 |
| Workflow Admin | 🟩 | 🟩 | 🟩 | 🟩 |
| Checklists | 🟩 | 🟩 | 🟩 | 🟩 |
| Custom Fields | 🟩 | 🟩 | 🟩 | 🟩 |
| Custom Reports | 🟩 | 🟩 | 🟩 | 🟩 |
| Data | 🟩 | 🟩 | 🟩 | 🟩 |
| Licensing | 🟩 | 🟩 | 🟩 | 🟩 |