Module permissions

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

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

Permission	Location	Allowed actions
Edit module summary	Module settings > Module summary tab.	Edit Module name and description. Activate and deactivate module toggle. Manage Configurations.
	Compliance/Completions landing page.	View module tiles according to your assignments.
	Module landing page.	View side menu Settings link.
Edit email templates	Module settings > Email templates tab.	Edit email templates.
	Template manager > Form builder or Task builder.	Use Email templates in form questions.
Create notifications	Events and tasks lists (Project level).	Create notifications for projects, roles, and users in your assignments.
Create and edit categories	Module settings > Categories tab.	Add and delete categories.
	User assignments.	Designate categories.
	Template properties.	Associate categories.
Manage module organization exclusions	Module settings > Module summary > Configurations > Module organization.	Exclude or include organizations or projects.
Create and edit types	Module settings > Types tab.	Add and delete types.
	Template manager > Create new form.	Select or deselect Type drop-down option.
	Template manager > Form builder > Properties tab.	Select or deselect Types option.
Create and edit statuses	Module settings > Statuses tab.	Add statuses. Edit statuses background and text color. Delete a status.
	Form or task.	Edit statuses when performing an event.
Create and edit classifications	Module settings > Classifications tab.	Add classifications. Delete Classifications.
	Template manager > Form builder or Task builder.	Select classifications in template headers under the Logic drop-down.

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.