Roles and users permissions

Within any Compliance or Completions individual modules, you can configure roles and user permissions. To go to Roles/Users permissions, go to Module settings > Roles. Select Add role or click an existing role to edit the role, and then select the Roles/Users tab.

The following table is a summary of permissions in the Roles/Users tab:

Permission	Location	Allowed actions
Create and edit roles	Roles	Add, edit, copy, and delete roles.
	Add and edit role dialog box	Add and edit name. Add and edit description. Add and edit all permissions.
	Compliance/Completions Landing page	View tiles according to your assignments.
Create and edit user assignments (The sub-permissions below can be selected and deselected after Edit event/task properties is selected)	User assignments	Add, remove and transfer user assignments. Add reporting tags.
	Compliance/Completions landing page	View module tiles according to your assignments.
	Module landing page	View side menu User assignments link.
Restrict the ability to assign users to the following roles:	Add user assignments wizard	Restrict roles available to create and edit user assignments.
	Remove user assignments	Remove icon is available only from roles list associated with the permissions.
Restrict the ability to assign users to only the following reporting tags:	Add reporting tags dialog box in User assignments	Can only assign the selected reporting tags to users.

Considerations

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

The Make this role read-only option is available in all tabs, except for the History tab. For more information, see Read-only role.

Steps

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