Read-only role

Within Compliance or Completions individual modules, you can configure roles with read-only permissions. To enable Make this role read only, go to Module settings > Roles. Select Add role or click an existing role to edit the role, and then select Make this role read only. You can select the option in the Module, Events, Roles/Users, Templates, or Project Settings tab.

The Make this role read-only option allows you to only view events and tasks based on their user assignments.

The following table is a summary of the read-only role:

Location Description
Compliance or Completions landing page

  • View module tiles according to your assignments.
Module landing page

  • View links, forms, and tasks

  • To-do list is not shown because forms and tasks cannot be assigned.
Events page

  • View events according to your assignments.

  • View information side panel.

  • Cannot enter information in fields.
Tasks page

  • View tasks according to your assignments.

  • View information side panel.

  • Cannot enter information in fields.

Considerations

  • You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

  • When you select Make this role read only option, any other permissions previously selected will be automatically deselected.

Steps

To navigate to Module permissions, see steps to access organization level settings in Settings overview.