User Types and Permissions

This article outlines the different user types and their specific permissions within a workspace. Knowing these roles is key to efficient collaboration and process management.
JP
Written by John Philip
Updated 6 days ago

Message

Type: Work Request

Requester Collaborator Admin Notes
Create ✅* ✅* * Can only send message to Admin.
View ✅* ✅* * Can only view messages that they create or sent to
Edit ✅* ✅* * Can only edit work requests that they create.
Close
Submit/View procedure
Edit procedure
Convert to Work Order
Delete ✅* ✅* * Can only delete work requests that they create.
Comment ✅* ✅* * Can only comment work requests that they can view

Type: Announcement

Requester Collaborator Admin Notes
Create ✔️
View ✔️ ✔️ ✔️
Edit ✔️
Convert to Work Order ✔️
Delete ✔️
Comment ✔️

Approver, Vendor Manager, and Vendor Technician do not have access to Message module

Work Order

Requester Collaborator Admin / Approver VM VT Notes
Create
Issue
View ✅** ✅* ✅* ✅* ** Can only view work orders that they report
* Can only view work orders where they are Assignee
Edit Cannot edit when WO is issued
Complete procedure ✅* ✅* * Can only complete procedure where they are Assignee
Edit procedure * Can only edit when procedure hasn't started
Delete ✅* * Collaborator can only delete work orders they create

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