Configuring Permission Profiles
You can configure these built-in permission profiles under settings, allowing you to grant more granular access, such as allowing edits to a specific status or task board but read only access to the situation report. Additionally, you can customize an individual user's access at the module or organization level. See Alerting Permission Levels below.
đ ACCESS LEVEL: Account Owner
âšī¸ NOTE: Module level permissions do not apply to users who have a Manage any incident or Manage an incident if invited permissions.
Creating Built-in Permission Levels
- Go to the Admin Area
- Expand Settings
- Select Permission Profile
- Click +New
- Fill in the details and grant or deny access to the organization-level permissions and module-level policies
- Click Save
- Now when you go to personnel in collections, your new permission profile will appear in the Permission Profiles drop down which you can assign to a member
Granting Individual Users Permission Levels
This applies only if you're assigning unique permission levels to specific users or if you've assigned a built-in permission level access, such as Member or Member+ and want to provide additional elevated permissions, such as access to the admin area.
- Go to the Admin Area
- Expand Collections
- Double click on the Member's name
- Under Permissions expand Additional Policies
- Select the applicable policies under Organization-level Permissions and/or Module-level Permissions
- Select either Allow/Deny next to the Organization-level Permissions
- Select Read/Write/DeleteArchive next to the Module-level Permissions
- Select Add next to each Organization-level Permissions and/or Module-level Permissions being granted
- Click Save
Permission profile name (required)
This is the name of the permission profile that will appear in the Permission Profiles drop down menu when creating an Operations Center account for a member
Permission profile description (optional)
Give a brief description as to what level of access the member will have if assigned this permission profile
Organization-level permissions
You can either Allow or Deny to any of the following organization-level permissions
Module-level permissions
â ī¸ ATTENTION: Module level permissions do not apply to users who have a "Manage any incident" or "Manage an incident if invited" permissions.
You can either Use Default, Allow or Deny the following access levels to any of the modules:
- Read
- Write
- Delete / Archive
Alerting Permission Levels
In Alerting accounts, users must be granted access to specific actions to perform them within the account. For standalone Alerting accounts (without Incident Management), make sure that Manage Users is set to Allow for your team's admin users. This will enable them to grant and update user access within your account.