Roles and permissions
Roles bundle permissions so access can be reviewed in one place. The Roles & Permissions page lists each role with its description, how many permissions it grants, and how many users hold it; built-in default roles are marked with a Default badge.
Open a role to see exactly which permissions it includes. A user's abilities come from the roles they hold, which you assign per user on the Users page (self-serve if you hold the Manage Users permission).
If you hold the Manage Roles & Permissions permission, role management is self-serve from this page:
Create a role. Click New role, name it, choose its permissions, and save. You can only include permissions you hold yourself.
Edit or delete a custom role. Open the role, change its name, description, or permissions, and save — every user holding the role gets the change immediately. Deleting a role removes it from the users who hold it.
Default roles are read-only. Use Duplicate to edit on a default role to create an editable copy, then adjust the copy's permissions.
Where to find it: Settings -> Roles & Permissions
Let technicians complete only office-prepared reports
Create and Edit are separate inspection-report permissions. To let technicians fill out and submit reports without starting new ones:
Open the technician's custom role, or duplicate a default role to make an editable copy.
Keep View Inspection Report, Edit Inspection Report, and Submit Inspection Report enabled.
Turn off Create Inspection Report. This also turns off Duplicate Inspection Report, because duplication creates a new report.
Save, then assign the custom role on the Users page and remove any other role that still grants report creation.
These permissions apply on both web and mobile. The mobile app keeps existing reports available under Inspection Reports on the visit. Changes reach the app when it refreshes its permissions online; an offline device cannot receive a role change until it reconnects.
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