Project settings permissions

You can configure project settings permissions within the individual Compliance modules or in Completions that can be associated to roles.

Project Settings permissions are in Module settings > Roles. Select Add role, or click an existing role to edit the role, and then select the Project Settings tab.

The following table is a summary of permissions in the Project Settings tab:

Permission Description

Enable/ Disable Project Structure

Enable or disables the ability to manage, add, and edit project structure header templates, and add them to forms, based on user assignments at the project level.

When selected, the Edit header template checkbox is automatically selected.

Edit header template Enable the ability to edit header templates associated with the project structure process at the project level.

Manage Project Inspection and Test Plans

Enable the ability to manage, add, and edit Inspection and Test Plans (ITPs), and edit ITP header templates in Module settings > Inspection and Test Plans tab at the project level. You can access the Inspection and Test plan report in the module landing page in the left navigation menu.

When enabled, the Create and edit Inspection and Test Plans and Edit header template check boxes are automatically selected.

Create and edit Inspection and Test Plans Enable the ability to create and edit Inspection and Test Plans (ITPs) at the project level in Module settings > Project Settings > Inspection and Test Plans section. You can access the Inspection and Test plan report in the module landing page in the left navigation menu.
Edit header template Enables the ability to edit the header template associated with the Inspection and Test Plan process at the project level.

Manage Project User Groups

Enable the toggle to manage, create and edit User Groups at the project level in the Module settings > Project Settings > User Groups section.

When selected, the Create and edit User groups check box is automatically selected.

Create and edit User groups Enable the ability to manage, create and edit user groups in the project settings.
Manage Automapping

Enable the ability to manage, setup criteria for, and perform automapping at the project level in the Module settings > Project Settings > Automapping section.

When selected, the Setup Automapping criteria and Perform Automapping check boxes are automatically selected.

Setup Automapping criteria Enable the toggle to manage Setup Automapping criteria in Project settings.
Perform Automapping Enable the toggle to allow users with permission to run automapping. The toggle ability is associated with the Manage Automapping option that you can enable at the project level.

Considerations

You must have a Level 3 – Account Admin role 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, follow the instructions in Settings Overview.