Edit permission sets

Organization

• Manage organization settings, like single sign-on or custom branding, and set up integrations.

• Seat type: Full seat

Billing

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

• Seat type: Full seat

Permissions

• Select or change permission sets for users, as well as add, remove, and manage custom permission sets.

• Seat type: Full seat

Users

• Add and deactivate users, as well as manage user details and settings.

• Seat type: Full seat

Credentials

• View credential media files, add and approve credentials, as well as manage credential types.

• Seat type: Full seat

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

• Create new templates and import from the Public Library.

• Seat type: Full seat

Global Response Sets

• Create, edit, and delete Global Response Sets.

• Seat type: Full seat

Upload to Public Library

• Upload or delete templates from the Public Library and Shared Library.

• Seat type: Full seat

Report layouts

• Create, edit, and delete report layouts that are available to all templates.

• Seat type: Full seat

Administration

• Manage Training settings, view training analytics, and facilitate group training sessions.

• Seat type: Full seat

Manage teams

• Be assigned as a team manager and facilitate team-specific training, assessments, group training, and view analytics for your assigned teams.

• Seat type: Full seat or lite seat

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)

• Publish and assign courses, as well as create quizzes and paths.

• Seat type: Full seat or lite seat

Access

• Access the Training feature to take courses and quizzes.

• Seat type: Full seat or lite seat

Settings

• Manage action settings, including types, access, labels, and more.

• Seat type: Full seat

Settings

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

• Seat type: Any seat type

Access

• Access the Issues feature to report and view issues.

• Seat type: Any seat type

Manage

• View, edit, and delete all schedules in your organization.

• Seat type: Full seat

Create

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

• Seat type: Full seat

Manage

• Add, edit, or remove sensors, gateways, and weather data feeds.

• Seat type: Full seat

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

• Create, edit, and delete maintenance programs.

• 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 can still add assets to inspections and actions.

• Seat type: Any seat type

Manage

• View, edit, and delete all Heads Ups in your organization.

• Seat type: Full seat

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 tags for files.

• Seat type: Full seat or lite seat

Manage

• Create files and folders.

• Seat type: Full seat or lite seat

Manage

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

• Seat type: Full seat

Settings

• Manage settings for the Lone Worker feature, including job types and escalations.

• Seat type: Full seat

Manage

• View job details via the live map and history.

• Seat type: Full seat or lite seat

Access

• Access the Lone Worker feature to start and complete jobs.

• Seat type: Full seat or lite seat

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