- Administration
- Organization settings and permissions
- Edit permission sets
Edit permission sets
Learn how to edit permission sets via the web app.
Edit a permission set
Click your organization name on the lower-left corner of the page and select Permissions.
Click the permission set.
On this page, you can edit the following settings for the permission set:
Title: Hover your cursor over the title and click
to edit accordingly.Description: Hover your cursor over the description and click
on the right-hand side to edit accordingly.Permissions: Click
Edit permissions at the top of the page and check or uncheck the permissions that form part of the permission set. Then, click Save changes.
The seat type for a permission set can't be changed once it's created.
Available permissions
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
Groups
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 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
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 type and field configurations.
Seat type: Full seat
Manage
Access
Access to the Assets feature. If unselected, users can still add assets to inspections and actions.
Seat type: Any seat type
Manage
Create, edit, and delete Heads Ups.
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 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
Was this page helpful?
Thank you for letting us know.