Organization Settings
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      1. Help Center
      2. Organization Settings

      Available permissions

      Listed below are all available permissions per app. You can group permissions in permission groups. These groups mostly represent a function (e.g. an Inspector needs 'Start an inspection' and 'New observation')

      1. Actions

      Manage my actions 

      • View actions assigned to me
      • Accept actions assigned to me
      • Reject actions assigned to me
      • Complete actions assigned to me 

      View actions 

      • View all actions 

      Export actions 

      • View all actions
      • Export all actions 

      Manage actions 

      • Permission: 'Manage my actions' plus:
      • View all actions
      • Create actions and assign to people
      • Edit all actions and re-assign 
      • Delete actions 

      2. Observations

      New observation 

      • Capture an observation
      • View my own observations
      • View all publications assigned to me or my team 

      View observations 

      • View dashboard
      • View all observations
      • View all case files (optional: see only a certain category or client)
      • View all publications 

      Export case files 

      • Permission: 'View case files' plus:
      • Export all observations
      • Export all case files
      • Export all publications 

      Manage observations 

      • Permission: 'View case files' plus:
      • Add observations to new or existing case files
      • Edit and delete case files 
      • Create, publish and revoke publications
      • Receive notifications of new observations

      3. Inspections

      Start an inspection 

      • Start an inspection (note: inspections can be assigned to a subset of users. This adds an extra level of authorization) 

      View inspections 

      • View dashboard
      • View all inspections 

      Export inspections 

      • Permission: 'View inspections' plus:
      • Export all inspections 

      Manage inspections 

      • Permission: 'View inspections' plus:
      • Delete Inspections
      • Check inspections 
      • Receive notifications of completed inspections

      Manage inspection templates 

      • Permission: 'Manage inspections' plus
      • Create and edit inspection templates
      • Assign users to inspection templates
      • Create and edit labels 

      Manage observations & Manage inspections  

      • Manually escalate inspections to observations 

      4. Reports

      View Reports

      • Create graphs for reporting

      5. Organization Settings

      Manage users

      • Create users (manual & via Excel)
      • Edit users
      • Reset user passwords
      • Lock/Unlock users
      • Assign users to permissions groups

      Manage organisation

      • Permission: 'Manage Users' plus
      • Manage permission groups
      • Manage company notifications
      • Manage locations
      • Manage teams