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 ✔️

Work Order

Requester Collaborator Admin Notes
Create ✔️ ✔️
Assign ✔️ ✔️
View ✔️* ✔️* ✔️ * Requesters can only view work orders that they report
* Collaborators can only view work orders where they are Assignee or Watchers
Edit ✔️ ✔️
Submit procedure ✔️ ✔️
Edit procedure ✔️
Delete ✔️* ✔️ * Collaborator can only delete work orders they create

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