SafetyCulture
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Manage permission sets

Learn how to create and edit permission sets via the web app, and what permission sets are available for managing which features your team can use within the organization.

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.

What permissions are available?

Organization

Billing

  • Manage billing settings, like your organization’s billing details or payment methods, and view tax invoices.

  • Seat type: Full seat

Permissions

Users

Credentials

Sites

  • Create, edit, and delete sites, as well as manage site membership.

  • Seat type: Full seat

Groups

  • Create, edit, and delete groups, as well as manage group membership.

  • Seat type: Full seat

Create

Global Response Sets

Upload to Shared Library

Report layouts

Administration

Manage teams

Create courses (restricted)

  • Create and share courses. Please note publishing and assigning courses require the “Manage content” permission.

  • Seat type: Full seat or lite seat

Manage content (all)

Access

Settings

Settings

  • Manage issue settings, including categories, access, and QR codes.

  • Seat type: Any seat type

Access

Settings

Manage

  • Create, edit, and delete all investigations in your organization.

  • Seat type: Full seat

Create

  • Create, edit, and delete all investigations that you’ve created.

  • Seat type: Full seat

View

  • View investigations you have access to.

  • Seat type: Full seat

Access

Manage

Create

  • Create, edit, and delete schedules. Each user can only manage the schedules that they’ve created.

  • Seat type: Full seat

Manage

Access

  • Access the Sensors feature to view sensors, gateways, and weather data feeds.

  • Seat type: Any seat type

Settings

  • Manage asset settings, including types, fields, readings, and other configurations.

  • Seat type: Full seat

Manage

  • Create, edit, archive, and delete assets, including recording the last service information.

  • Seat type: Full seat

Access

  • Access to the Assets feature. If unselected, users won't be able to add assets to inspections and actions.

  • Seat type: Any seat type

Manage

Create

  • Create, edit, and delete Heads Ups. Each user can only manage the Heads Ups that they’ve created.

  • Seat type: Full seat

Manage

Create dashboards (site-based)

Create dashboards (creator-based)

View

Administrator

  • Create and manage the organization's main folder, as well as view, edit, and manage access and labels for all files and subfolders.

  • Seat type: Full seat

Settings

Manage

Access

Manage

  • Create, edit, and delete companies, as well as add, request, and approve company documents in your organization.

  • Seat type: Full seat

Access

Manage all data

  • Edit, archive, and delete all templates, inspections, issues, and actions. This overrides any existing access rules.

  • Seat type: Full seat

View all data

  • View all templates, inspections, and actions on the web app. This overrides any existing access rules. Please note that the "Enable for mobile app" option is not available for organizations with more than 200 active templates.

  • Seat type: Full seat

What you'll need

The seat type for a permission set can't be changed once it's created.

Create a permission set

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Permissions.

  3. Click Plus iconCreate and select Start from scratch.

  4. On this page, select the seat type, and enter a title and description. Then, select the permissions you want to assign to this permission set.

  5. Click Create.

Edit a permission set

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Permissions.

  3. Click the permission set.

  4. On this page, you can edit the following settings for the permission set:

    • Title: Hover your cursor over the title and click Pencil icon to edit accordingly.

    • Description: Hover your cursor over the description and click Pencil icon on the right-hand side to edit accordingly.

    • Permissions: Click Pencil iconEdit permissions at the top of the page and check or uncheck the permissions that form part of the permission set. Then, click Save changes.

Copy a permission set

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Permissions.

  3. Click Create and select Copy existing permission set.

  4. In the pop-up window, select the permission set you want to copy from and click Create copy.

  5. On this page, select the seat type, and enter a title and description. Then, select the permissions you want to assign to this permission set.

  6. Click Create.

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