Work Order Access

Your Workspace Role is the Key! 🔑
JP
Written by John Philip
Updated 1 week ago

At Basementgrid, we utilize a robust security model to manage work order access. This model ensures that permissions are always secure, consistent, and tied to your official security clearance, not a temporary title on a document.

The designations you see on a work order—Assignee, Reporter, Creator, and Watcher—are purely descriptive labels. They communicate function on that specific task but DO NOT determine your access to data or procedures.

Your actual permissions are governed entirely by one of the three established Workspace Roles: Admin, Collaborator, or Requester.

Understanding the Two Tiers of Work Order Identity

1. Work Order Designations (Informational Only)

These labels exist only within the context of a single work order and carry zero access privileges or restrictions. They simply tell the team who is functionally involved.

Designation Purpose Access Level
Creator The user who generated the work order in the system.

Determined by Workspace Role.

Assignee The user tasked with actively completing the work.

Determined by Workspace Role.

Reporter The user who originally reported the issue.

Determined by Workspace Role.

Watcher A user who monitors progress and receives updates.

Determined by Workspace Role.

2. Workspace Roles (The Access Determinant)

These are the system-wide roles assigned to your user account. Your Workspace Role is the only factor determining what work order data you can view and which procedures you can execute across the system.

Workspace Role General Level of Authority
Admin Highest level of access; full control over all work order data and procedures.
Collaborator Controlled read/write access for active task participation (e.g., completing procedures, logging time).
Requester Limited access, primarily for viewing their own submitted requests and general work order status.

Step 1: Find Your Workspace Role

To determine your permissions, you first need to confirm your assigned Workspace Role (Admin, Collaborator, or Requester).

If you are unsure of your current Workspace Role, click the link below:

Finding Your Workspace Role

Step 2: Find Your Access Level

Once you know your Workspace Role, you can determine your exact permissions. The specific access details (i.e., exactly what data fields you can view and which actions you can execute) are documented in our security policy.

For a definitive breakdown of the exact permissions granted to your role, click the link below:

User Types and Permissions

By prioritizing the secure, system-defined Workspace Role over the localized, descriptive Work Order Designation, Basementgrid maintains a robust and consistent access control environment. If you believe your access is incorrect, contact your system administrator to review your assigned Workspace Role.

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