- Administration
- Organization settings and permissions
- Assign and manage organization permissions
Assign and manage organization permissions
Learn how to assign and manage permissions in your organization via the web app.
What are organization permissions?
Organization permissions are settings that allow administrators to manage their users' visibility over certain features and documents within their SafetyCulture organization. By assigning permissions to particular users or groups, you can ensure that not everyone can inadvertently make unwanted changes, such as adding or removing users or creating new templates.
What you'll need
Take note
You can only assign and manage permissions via the web app.
We recommend that you assign permissions to groups rather than individual users. This allows you to manage permissions simply by moving users in and out of relevant groups.
By default, new and reactivated users inherit their seat type and organization's base permissions.
Permission management is not available on the Free Plan. By default, all users in a Free Plan organization are assigned the "admin" permission, which includes all other permissions apart from "data management" and "data access".
Permissions
Permission | Description |
|---|---|
Admin | Provides full control over your organization, including the ability to manage permissions and delete actions. Selecting this permission automatically selects all other permissions apart from "data management" and "data access". |
Billing management | Provides the ability to manage your organization's plan, including adding or removing seats. |
Site management | Provides the ability to manage your organization's sites, including adding or removing sites. |
Group management | Provides the ability to create and manage groups in your organization. |
User management | Provides the ability to add and manage users in your organization. |
Data management | Provides the ability to edit and delete all templates, inspections, issues, and actions in your organization. Selecting this permission automatically selects the "data access" permission. |
Data access | Provides the ability to view all templates, inspections, and actions in your organization. And the ability to edit Analytics charts for your organization. By default, this permission only applies to the web app, with the option of applying to the mobile app as well. Please note that the mobile app option is not available for organizations with more than 200 active templates. |
Template creation | Provides the ability to create new templates, including downloading templates from the Public Library. |
Manage response sets | Provides the ability to create and manage Global Response Sets in your organization. |
Upload to Public Library | Provides the ability to upload templates to the Public Library. |
Manage global report layouts | Provides the ability to create and manage report layouts that are available for all templates in your organization. |
Schedule management | Provides the ability to view, edit, and delete all inspection schedules in your organization. |
Schedule creation | Provides the ability to create inspection schedules in your organization. Users will also be able to edit or delete inspection schedules they've created. |
Issues management | Provides the ability to customize issue categories and alerts, as well as delete issues in your organization. Selecting this permission automatically selects the "Issues access" permission. |
Issues access | Provides the ability to report and update issues in your organization. Please note that access to issues is subject to issue category settings. |
Sensor management | Provides the ability to add and manage sensors in your organization. Selecting this permission automatically selects the "Sensors access" permission. |
Sensors access | Provides the ability to view all sensors in your organization. |
Training management | Manage training settings and analytics. Please note that the Training feature is currently in Early Access. |
Course management | Create or import courses, and facilitate training. Please note that the Training feature is currently in Early Access. |
Training access | Access the Training feature and take courses. Please note that the Training feature is currently in Early Access. |
Heads Up | Provides the ability to create and manage published Heads Ups in your organization. |
Asset management | Provides the ability to add, edit, and archive assets in your organization. |
Assign a permission
Click your organization name on the lower-left corner of the page and select Permissions.
Click Assign permissions on the upper-right corner of the page.
In the side panel, click the dropdown menu to search and select the group, user, seat type, or organization name.
Select the permissions you want to assign. If you see permissions already selected and greyed out, it means the user, group, or seat type has inherited permissions from an existing permission setting on the page. You can hover your cursor over the permission to determine where the permission is inherited and edit or remove the permission.
Click Save and apply.
Edit a permission
Click your organization name on the lower-left corner of the page and select Permissions.
Click Edit permissions on the right-hand side of the group or user's name.
In the side panel, edit the permissions accordingly. If you see permissions already selected and greyed out, it means the user, group, or seat type has inherited permissions from an existing permission setting on the page. You can hover your cursor over the permission to find out where the permission is inherited from and edit that first.
Click Save and apply.
Remove permissions for a user or group
Click your organization name on the lower-left corner of the page and select Permissions.
Click
next to the group or user's name and select 
Remove permission.
In the pop-up window, click Remove.
Frequently asked questions
We recommend creating and assigning permissions to groups. This allows you to be flexible when managing permissions, as you can simply move users in and out of relevant groups.
A user inherits any permissions already assigned to the organization, seat type, or groups that the user is part of. For example, if your organization has the "admin" permission, every user in the organization would inherit this and have the "admin" permission.
It may be that the "data access" permission is currently only applied to the web app for you. This means you can only view all templates and inspections via the web app. If your organization has no more than 200 active templates, you can apply the "data access" permission to the mobile app as well.
The user has likely inherited the permission from either their organization, seat type, or groups. You can search for the organization, seat type, or groups this user is in and remove or edit the "template creation" permission from there.
No, the permission setting for each seat type and your organization cannot be removed. This ensures that a default set of permissions exists when new users are added to your organization.
If you want users in your organization to have no permissions by default, you can edit and unselect all permissions for each seat type. Keep in mind that users in free seats are only able to be assigned the following permissions:
"Issues management"
"Issues access"
"Sensors access"
If your organization is on the Free Plan, all users are assigned the "admin" permission, which includes all other permissions apart from "data management" and "data access". To better manage permissions across your organization, consider upgrading to the Premium Plan.
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