What are permission sets?
Find out 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 or removing 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:
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
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.
Manage billing settings, like your organization’s billing details or payment methods, and view tax invoices.
Add, remove, and manage users, as well as view user profiles.
Create, edit, and delete sites, as well as manage site membership.
Create, edit, and delete groups, as well as manage group membership.
Create new templates and import from the Public Library.
Global Response Sets
Create, edit, and delete Global Response Sets.
Upload to Public Library
Create, edit, and delete report layouts that are available to all templates.
Create and share courses. Please note publishing and assigning courses require the “Manage content” permission.
Access the Training feature to take courses and quizzes.
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 Analytics dashboards you have access to.
View, edit, and delete all schedules in your organization.
Create, edit, and delete schedules. Each user can only manage the schedules that they’ve created.
Create, edit, and delete Heads Ups.
Manage tags for files.
Create, edit, and archive files and folders.
Manage all data
Edit, archive, and delete all templates, inspections, issues, and actions. This overrides any existing access rules.
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.
Frequently asked questions
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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