Roles Overview

Roles and permissions are maintained in both InEight Platform and the Compliance or Completions applications respectively.

In Compliance or Completions, you can configure roles and permissions in the Roles tab. You can add, copy, delete, and edit roles.

When creating or updating a role, you can configure permissions for the following items:

  • Module

  • Events

  • Roles/Users

  • Templates

  • Project Settings

The History tab shows in existing roles.

Organization and project’s home page access to application

The Compliance and Completions icons show in your home's landing page left navigation menu and tiles regardless of permissions.

When you click to open Compliance or Completions and do not have the applicable permissions assigned, a message shows requesting you to coordinate permissions setup with your administrator.

Considerations

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

Steps

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

Related links

InEight Platform Roles and permissions