What are permission sets?
Permission sets are bundles of granular permissions that allow administrators to manage which features their team members can use within their SafetyCulture organization. By assigning permission sets to particular users, you can control what changes they can make, such as adding users, updating billing details, or managing membership in groups and sites in SafetyCulture.
By default, each organization comes with the following permission sets, which you can use as a foundation for new permission sets you may want to create:
Administrator: This permission set gives a user full control of their organization, including management of users, groups, sites, and permissions.
Manager: This permission set gives a user functionalities that a manager might need, including creating templates and training content, managing feature settings, and more.
Standard: This is the default permission set for users in full seats, which gives a user the permissions they need to conduct inspections, report issues, create actions, and more.
Basic: This is the default permission set for users in lite seats, which gives a user the permissions they need to take assigned training, and more.
Guest: This is the default permission set for users in guest seats, which gives a user the permissions they need to report issues, create actions, view Heads Ups, and more.
You can fully customize or delete all the pre-built permission sets, apart from "Administrator". For the "Administrator" permission set, you can add the override permissions to view and manage all data in your organization.
Managing permission sets is only available to organizations on Premium Plan or Enterprise Plan. By default, all users in an organization on Free Plan have the "Administrator" permission set.
Get started with permission sets
Change the permission set for users
For most organizations, the pre-built permission sets should be enough to get started. Depending on who's responsible for what in your organization, you can change each user's permission set to ensure they don't make unwanted changes to settings or features.
Create or edit permission sets
If you need more than the pre-built permission sets to cater to your organization's needs, you can create new or edit existing permission sets at any time.
Set default permission sets
If required, you may also want to update the default permission set for each seat type in your organization so that when adding users in bulk to different seat types, it's easier to manage what they can do in your organization.
What permissions are available?
Permissions in the SafetyCulture Marketplace are managed separately from permission sets.
