Task permissions

Task permissions control who can: • Create tasks • View assigned tasks • Update task status • Approve task completion • Escalate operational issues

simplchek

Last Update 2 bulan yang lalu


Typical Access Structure

Admin

  • Full task management

Supervisor
  • Monitor and review team tasks

Auditor
  • Execute assigned tasks

User
  • View and complete assigned items
    only

REPORT PERMISSIONS
Report permissions determine who can:

  • View reports
  • Export reports
  • Approve reports
  • Share reports
  • Access analytics dashboards

Best Practices
1. Restrict sensitive reports

2. Limit export permissions where necessary

3. Separate operational and executive reporting visibility


SETTINGS PERMISSIONS

Settings permissions determine who can modify:

  • Organizational settings
  • Workflow settings
  • Automation settings
  • Access control configurations
  • Integration settings

Important Notes
Settings access should only be granted to trusted administrative personnel.
 
 
 
 
 

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us