Manual Roles

Overview: Manual access permissions
Written by Keith Gillette
Updated 2 months ago

Manual Member

A Manual Member is an Organization Member with a specific Manual Role.

Manual Role

Manual Roles grant permission to take actions on the Manual, the Procedures it contains, and the associated Assignments. Manual Roles include Viewer, Worker, Manager, and Own 


By assigning Roles to Accounts in your Organization, you can tailor access so that every team member has the guidance they need to perform their job with precision and excellence. At the same time, your control over Roles ensures the security and fidelity of your systems.

Viewer

May view Procedures & create Assignments from them.

Worker

Viewer + may view all Assignments of Procedures in the Manual.

Manager

Worker + may edit Procedures & update Assignments.

Owner

Manager + may add/remove Members & update their Roles.

Related Articles

  1. Manuals
  2. Add Members to a Manual
  3. Change Roles of Manual Members
  4. Organization Roles
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