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User permissions in Events

Visibility and Permissions by Role: Events, Actions and Admin

This article explains what Users, Managers, and Account Owners can see and do in Events, Actions, and Admin. Use the tables below to quickly compare permissions and visibility by role.

 

Events
 
  User Manager Account Owner
View events

I can see the events I have submitted and events where I have been assigned as the Owner.

 I can see the Details, Original Submission, Related, and Attachments tabs for events that I have reported, events where I am a Collaborator, and events where I have been assigned as the Owner. I can see the Details, Original Submission, Related, and Attachments tabs for all events in the organisation.
Edit events

I cannot make changes to events, but I can add additional comments, files, and information using the Additional Comments box at the bottom of the event report.

 I can make changes to the fields in the Details tab for events that I am able to view (see above). I can make changes to the fields in the Details tab for all events in the organisation.
Adding Collaborators I cannot add or remove Collaborators from an event record. I can add or remove Collaborators from an event record for events where I am a Collaborator. I can add or remove Collaborators from event records for all events in the organisation.
View and use the Activity Feed (right-hand side of the screen) I cannot view or use the Activity Feed. I can view and use the Activity Feed to add comments, updates and files for events that I am able to view (see above). I can view and use the Activity Feed to add comments, updates and files for all events reported in the organisation.
View and use the Additional Comments box (bottom of the Original Submission tab) I can add additional comments, files and information using the Additional Comments box at the bottom of the event report. I can view and use the Additional Comments box for events that I am able to view (see above). I can view and use the Additional Comments box for all events in the organisation.
Mention other users on the Activity Feed and Additional Comments box I can tag anyone in the organisation using the Additional Comments box. I can tag anyone in the organisation using the Additional Comments box and the Activity Feed. I can tag anyone in the organisation using the Additional Comments box and the Activity Feed.
Remove events I cannot remove events.  I can remove events that I am able to view (see above). I can remove events that I am able to view (see above).
Deleting comments and attachments in the Activity Feed and Additional Comments box I can remove my own comments and attachments from the Additional Comments box. I can remove my own comments and attachments from the Additional Comments box and the Activity Feed.  I can remove my own comments and attachments from the Additional Comments box and the Activity Feed, as well as attachments uploaded by other users.

 

 

Actions

  User Manager Account Owner
View actions

I can see actions that I have created and actions that have been assigned to me.

 I can see actions that I have created and actions created by users in the Team(s) I manage. I can also see actions assigned to me and actions assigned to users in the team(s) I manage).*  I can see all actions in the organisation.
Edit actions

I can edit the fields in actions that I have created and actions that have been assigned to me.

 I can edit the fields in actions I am able to view (see above).  I can edit the fields in all actions in the organisation.
View and use the Activity Feed (right-hand side of the screen) I can view and use the Activity Feed in actions I am able to view (see above).  I can view and use the Activity Feed in actions I am able to view (see above).  I can view and use the Activity Feed for all actions in the organisation.
Mention other users on the Activity Feed I can tag anyone in the organisation using the Activity Feed.  I can tag anyone in the organisation using the Activity Feed.  I can tag anyone in the organisation using the Activity Feed. 
Create actions I cannot create actions. I can create actions from the Actions page and from the Related tab for events that I am able to view (see table above). I can assign actions to any user in the organisation.  I can create actions from the Actions page and from the Related tab for any event in the organisation and assign them to any user in the organisation. 

 

 

*Note: For Managers to view corrective actions of a group of users, a Team with those users must first be created from the Admin tab in the navigation bar. Then, they must be made Team Admins by selecting the Admin toggle in that Team.

Admin
 
  User Manager Account Owner
Add users I cannot add users.  I cannot add users.  I can add users.

Deactivate users

  I cannot deactivate users. I cannot deactivate users. I can deactivate users.
Assign and unassign user licences I cannot assign and unassign licences. I cannot assign and unassign licences. I can assign and unassign user licences. 
Create and edit Teams I cannot create or edit Teams.  I cannot create or edit Teams.  I can create and edit Teams (add users to Teams, remove users from Teams, assign Team Admins, and remove Teams).