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Overview of module and site Permissions
Who is this article for?Site Administrators who want to better understand the available Permission sets.
Grantable Permissions or higher access are required to assign these.
Controlling what every User can do on your site is easy with Permissions. This article contains the full list of permissions you can assign to those using your site.
In this article:
1. Module Permissions overview
| Permission | Description |
|---|---|
| Actions_Admin (+ complex) | Create, edit, and delete Actions. Create sub-Actions for any Action. |
| Actions_Create | Create Actions and edit all data on Actions where the User is specified in the 'Administered by' field. |
| Actions_Owners Edit (+ complex) | Add and remove Owners from the Action ownership list. |
| Actions_Update (+ complex) | Update the % progress bar of any Action, mark milestones as completed, edit the completed date, and create notes. |
| Actions_Schedule (+ complex) | Change the 'Due Date' and 'Start Date' for any Actions, create, edit, and delete any system status updates (or ones the User created). |
| Actions_Administer_Milestones | Create, edit, and delete Action Milestones on Actions that are visible to them. |
| Actions_Links (+ complex) | Make links for any Action to Performance Indicators, Risks, Categories and Snapshots for which the User also has Permissions to link to. |
| Actions_View_Inactive | See Inactive Actions. |
| Appraisal_Administrator |
Schedule new Appraisals. |
| Appraisal_Scheduler | Schedule new Appraisals. |
| Organisation_Administrator | Manage the Command Hierarchy. |
| Audit_File_Query | Create and manage Assessment Queries. |
| Audits_AuditFile_Create | Create Assessments. |
| Audit_Files_View_Inactive | See Inactive Assessments. |
| Audits_Recommendation_Create | Create Recommendations. |
| Audit_Recommendation_Query | Create and manage Recommendation Queries. |
| Recommendation_Admin (+ complex) | Modify all values associated with a Recommendation. |
| Recommendation_Links (+ complex) | Make links for all Recommendations to Actions or Documents which the User also has Permission to link to. |
| Recommendation_Update | Update the 'Completed Date', 'Progress', 'Acceptance', and 'Response' fields, and add notes to the various sections of a Recommendation. |
| Audit_Recommendations_View_Inactive | See Inactive Recommendations. |
| Chart_Create | Create Charts. |
| Chart_Delete (+ complex) |
Delete Charts where the User is specified in the 'Owned by' field. |
| PI_Admin (+ complex) | Create, edit, and delete Performance Indicators. |
| PI_Benchmark Update (+ complex) | Edit and delete Local Benchmark data. |
| PI_Create | Create Performance Indicators and edit all data on Performance Indicators where the User is specified in the 'Administered by' field. Enter Performance Data, erase inactive Performance Data, and create notes attached to the Performance Data. |
| PI_Activate (+ complex) | Activate performance values that have been entered for any PI time periods. |
| PI_Owners_Edit (+ complex) | Add and remove Owners from the PI ownership lists. |
| PI_Update data (+ complex) | Enter values for any PI data results, edit inactive data, add a note, and select an 'Expected Outcome'. |
| PI_Targets Edit (+ complex) | Enter, edit, or erase target data that has already been added to a PI. |
| PI_Ann Targets | Enter or erase annual targets for any PI. |
| PI_Thresholds (+ complex) | Edit the red and yellow thresholds, or variances, for any PI. |
| PI_Note create (+ complex) | Create a note against any PI value and delete any notes the User has created. |
| PI_Links (+ complex) | Make and delete links for all Performance Indicators to Actions, Risks, Categories, and Snapshots for which the User also has Permissions to link to. |
| PI_Publish_Data_Web (+ complex) | Publish performance values that have been entered for time periods to the Web Publishing Module. |
| PI_View_Inactive | See Inactive Performance Indicators. |
| Risks_Admin (+ complex) | Create, edit, and delete Risks. Create sub-Risks for any Risk. |
| Risks_Create | Create Risks and edit all data on Risks where the User is specified in the 'Administered by' field. |
| Risks_Owners Edit (+ complex) | Add and remove Owners from the Risk ownership list. |
| Risks_Update (+ complex) | Update the Current Risk Assessment score and create notes. |
| Risks_Target_Update (+ complex) | Update the Target Risk Assessment score and create notes. |
| Risks_Links (+ complex) | Make links for all Risks to Performance Indicators, Actions, Categories, and Snapshots for which the User also has Permissions to link to. |
| Risks_View_Inactive | See Inactive Risks. |
| Feedback_Admin (+ complex) | Edit and delete Feedback data. |
| Feedback_Change_Dates (+ complex) | Change the 'Opened Date', 'Due Date', and 'Closed Date'. |
| Feedback_Close (+ complex) | Close Feedback records. |
| Feedback_Create | Create Feedback and edit all data on Feedback the User has created. |
| Feedback_Escalate (+ complex) | Escalate and de-escalate Feedback records. |
| Feedback_Links (+ complex) | Make links for all Feedback to Performance Indicators, Actions, Categories, and Snapshots for which the User also has Permissions to link to. |
| Feedback_Log | Log new Feedback items. |
| Feedback_Owners Edit (+ complex) | Add and remove Owners from the Feedback ownership list. |
| Feedback_View_Inactive | See Inactive Feedback. |
| Create_Contact | Create Contacts, view and edit address and equalities information, and create correspondence for Feedback items where the User is specified in the 'Owned by' field. |
| Equality_View | View Contacts, including address and equalities information for Feedback items where the User is specified in the 'Owned by' field. |
| View_Contacts | View Contacts, including address, but not equalities information for Feedback items where the User is specified in the 'Owned by' field. |
| Contacts_View_Inactive |
See Inactive Contacts. |
| Create Policy | Create Policies and edit all data on Policies the User has created. |
| Actions_Query | Save an Actions Query the User has created or modified. Users without this Permission can still create and modify Queries. |
| Feedback_Query | Save a Feedback Query the User has created or modified. Users without this Permission can still create and modify Queries. |
| PI_Query | Save a PI Query the User has created or modified. Users without this Permission can still create and modify Queries. |
| Policy_Query | Save a Policy Query the User has created or modified. Users without this Permission can still create and modify Queries. |
| Report_Query | Save a Report Query the User has created or modified. Users without this Permission can still create and modify Queries. |
| Risks_Query | Save a Risks Query the User has created or modified. Users without this Permission can still create and modify Queries. |
2. Site Permissions overview
| Permission | Description |
|---|---|
| Profile_Edit | Change password, alter personal details (name, phone number, email address), view Actions, Performance Indicators, and Risks that have been added or updated in their notebook. |
| Users_Create | Create and edit Users (whether they were created by the User or not). |
| View User Data | View email addresses and phone numbers of other Users. |
| Category_Create | Create Categories that can be linked to Actions, Performance Indicators, or Risks, and edit or delete any categories where the User is specified in the 'Owned by' field. |
| Classic Log In | Log into Ideagen Risk Management Classic. |
| Create Documents | Create Documents and edit Documents where the User is are specified in the 'Owned by' field. |
| Incident Create | Create Incidents and edit all data on existing incidents they've created. |
| Internal_Control_Create | Create Internal Controls. |
| Portal_Create | Create Portals. |
| Reports_Create | Generate Reports from Report Queries that the User has ownership of. |
3. Classic Permissions overview
These Permissions will only affect Users when in the Classic application.
| Permission | Description |
|---|---|
| Consultation_Create | Create Consultations (including importing) and edit all data on existing Consultations where the User is specified in the 'Administered by' field. |
| Consultations_Query | Save Consultations Queries they have created or edited, edit Queries where the User is specified in the 'Owned by' field. |
| Create an Audit Universe | Create Audit Universe trees. |
| Create Assessment Model Templates | Create Model Templates. |
| Create Strategy Map | Create Strategy Maps, edit, or delete existing Maps the User has created, and modify maps where the User is specified in the 'Managed by' field. |
| Create_Dashboard | Create Dashboards. |
| Edit_Universe (+ complex) | Edit Audit Universe trees. |
| Incident_Query | Create Inicident Queries and edit all settings in that Query. Users can edit Queries where they are specified in the 'Owned by' field or create new Queries but can only save their changes if they have this Permission. |
| Linked_Url_Create | Create, edit, and delete linked URLs. |
| Notices_Create | Create notices and edit existing Notices the User has created. |
| Portal_Customise | Add and remove gadgets on the Home Portal. |
| Reports_Create | Create Reports, edit the settings for any Reports where the User is specified in the 'Owned by' field, and generate these reports. |
| Report_Layouts_Create | Create Report layouts and edit any Report layouts where the User is specified in the 'Owned by' field. |
| Safety_Alert_Create | Create new Safety Alerts and edit all data on existing Alerts they've created. |
| Scorecards_Create | Create a Scorecard and edit all the settings for Scorecards where the User is specified in the 'Owned by' field. |
| Snapshots_Create | Create new Snapshots and edit all the settings for Snapshots where the User is specified in the 'Owned by' field. |
| Trend_Chart_Create | Create Trend Charts and edit all the existing Charts the User has created. |
| Web_Widgets_Create | Create and edit widgets via the Web Publishing module. |
Unsure what (+complex) means?
Any Permissions with this suffix will only become active when the User they are assigned to is added to the corresponding Ownership for the item. For example, as well as 'Actions_Admin', there is 'Actions_Admin Administered by', etc.