Last updated: July 25, 2024

Edit permission sets

Learn how to edit permission sets via the web app.

What you'll need

Edit a permission set

Log in to the web app.
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

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

Settings

Manage investigation settings, including custom statuses.
Seat type: Full seat

Access

Access the Investigations feature to create and view investigations.
Seat type: Full seat

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 won't be able to 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.
Seat type: Full seat

Create dashboards (site-based)

Create Analytics dashboards that show data based on site membership, and edit and delete dashboards that you’ve created.
Seat type: Full seat

Create dashboards (creator-based)

Create Analytics dashboards showing data based on the creator, and edit and delete dashboards that you’ve created.
Seat type: Full seat

View

View Analytics dashboards you have access to.
Seat type: Full seat or lite seat

Administrator

Create and manage the organization's main folder, as well as view, edit, and manage access and labels for all files and subfolders.
Seat type: Full 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

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