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What are permission sets?

Learn more about how you can use permission sets to manage what your teams can do in your SafetyCulture 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:

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  • 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 the Premium Plan or Enterprise Plan. By default, all users in an organization on the 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.

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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.

Available permissions

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 Public 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

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

Maintenance

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 can still 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, edit, and delete all Analytics dashboards in your organization, including custom dashboards.

Create dashboards (site-based)

Create Analytics dashboards that show data based on site membership, and edit and delete dashboards that you’ve created.

Create dashboards (creator-based)

Create Analytics dashboards showing data based on the creator, and edit and delete dashboards that you’ve created.

View

View Analytics dashboards you have access to.

Settings

Manage

Manage

  • Create, edit, and delete companies in your organization.

  • Seat type: Full seat

Settings

Manage

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

Permissions in the SafetyCulture Marketplace are managed separately from permission sets.

Frequently asked questions

If your organization is on the Free Plan, all users are assigned the "Administrator" permission set by default, and managing permission sets won't be available. To manage permissions across your organization, consider upgrading to the Premium Plan.

It may be that the "Enable for mobile app" option isn't enabled for the "View all data" permission, meaning that you can only view the data via the web app. If your organization has no more than 200 active templates, you can edit your permission set and check the "Enable for mobile app" option below "View all data".

No, each user must have a permission set assigned. If you want to restrict what a user can do in your organization to the minimum, you can create a permission set with no granular permissions selected and assign it to that user.

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