Roles & permissions, explained
Give people exactly the access they need — no more, no less.
Scope access by role
The settings shown are where access is defined. Roles bundle permissions — who can view, create, edit, and approve — and each is scoped to specific companies, facilities, and apps. Assign a role to a person and their access matches their job; the toggles here are what keep a site lead seeing their site and approval rights with the people who should hold them.
- Roles — Bundle permissions into roles you assign to users.
- Scope — Limit access by company, facility, and app.
- Approval rights — Control who can sign off on gated actions.
Permission follows the person's job
A role decides who can view, create, edit, and approve within each app. Assign the role to a person and their access matches their responsibilities — change the role and access updates instantly.
Scoped to the right slice
Because roles are scoped by company and facility, a site lead sees their site rather than the whole org, and approval rights can be reserved for the people who should actually sign off.
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