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Mastering Roles & Permissions in RDrive: Who Can Do What? 

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Issues

Manage and track problems, tasks, or activities that require attention. Permissions include viewing, editing, changing status, closing, reopening, sharing, unsharing, changing controllers, moving, and deleting issues.

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Processes

Oversee and manage workflows or sequences of tasks. Permissions include viewing processes, creating linked templates, sharing, unsharing, changing controllers, moving, and deleting processes.

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Forms

Handle and manage documents and templates used for data collection and reporting. Permissions include viewing, creating, editing, changing status, closing, reopening, sharing, unsharing, changing controllers, moving, and deleting forms Functional Areas and Role-Based Permissions All Roles and Permissions Functional Areas and Role-Based Permissions
Note: Each role includes permissions from the previous role. For example, “Can Close” includes all permissions from “Can Edit,” and “Manager” includes all permissions from “Can Close.”

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Roles and Permission by Item Type

Each role builds upon the previous one, ensuring higher roles have comprehensive access to perform their tasks efficiently and securely.

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Issues:

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Processes:

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Forms:

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Summary

The hierarchical structure of permissions ensures that users have the necessary access levels to perform their tasks while maintaining data integrity and security. The “Manager” role includes all permissions from the “Can Close” role, which in turn includes all permissions from the “Can Edit” role, providing a comprehensive access structure. By understanding and correctly managing these permissions, you can ensure a well-organized and efficient workflow within the system.