Home / Appendix / Appendix A: Permissions Reference
Appendix A: Permissions Reference
In Security Groups administration, all permissions are listed alphabetically. You can type into the search filter to narrow the list to permissions of a certain type (for example, appointment, attachment, or time).
The tables below group permissions by record type or function and explain what granting each permission allows a user to do.
Permissions are additive. Users receive every permission included in each role they are assigned. Roles only grant privileges; they do not override or take away permissions granted by other roles.
Permissions Categories
- All Users
- Appointments
- Attachments
- Time
- Admin Timekeeper
- Clients / Service Requests
- Projects
- Fund Splits
- Administration
- Report Generator
All Users
| Permission | What granting this permission does |
|---|---|
| Access Control: Desktop Start Page | Allows access to Desktop Start Page. |
Appointments
(search term: appointment)
| Permission | What granting this permission does |
|---|---|
| Add Appointments: Client (Any) | Can create client appointments on any user's calendar. |
| Add Appointments: Client (Own) | Can create client appointments on their own calendar. |
| Add Appointments: General (Any) | Can create general appointments on any user's calendar. |
| Add Appointments: General (Own) | Can create general appointments on their own calendar. |
| Add Appointments: Project (Any) | Can create project appointments on any user's calendar. |
| Add Appointments: Project (Own) | Can create project appointments on their own calendar. |
| Add Appointments: Service Request (Any) | Can create service request appointments on any user's calendar. |
| Add Appointments: Service Request (Own) | Can create service request appointments on their own calendar. |
| Delete Appointments: Client (Any) | Can delete client appointments on any user's calendar. |
| Delete Appointments: Client (Own) | Can delete client appointments on their own calendar. |
| Delete Appointments: General (Any) | Can delete general appointments on any user's calendar. |
| Delete Appointments: General (Own) | Can delete general appointments on their own calendar. |
| Delete Appointments: Project (Any) | Can delete project appointments on any user's calendar. |
| Delete Appointments: Project (Own) | Can delete project appointments on their own calendar. |
| Delete Appointments: Service Request (Any) | Can delete service request appointments on any user's calendar. |
| Delete Appointments: Service Request (Own) | Can delete service request appointments on their own calendar. |
| Edit Appointments: Client (Any) | Can edit client appointments on any user's calendar. |
| Edit Appointments: Client (Own) | Can edit client appointments on their own calendar. |
| Edit Appointments: General (Any) | Can edit general appointments on any user's calendar. |
| Edit Appointments: General (Own) | Can edit general appointments on their own calendar. |
| Edit Appointments: Project (Any) | Can edit project appointments on any user's calendar. |
| Edit Appointments: Project (Own) | Can edit project appointments on their own calendar. |
| Edit Appointments: Service Request (Any) | Can edit service request appointments on any user's calendar. |
| Edit Appointments: Service Request (Own) | Can edit service request appointments on their own calendar. |
| View Appointments: Client (Any) | Can view client appointments on any user's calendar. |
| View Appointments: Client (Own) | Can view client appointments on their own calendar. |
| View Appointments: General (Any) | Can view general appointments on any user's calendar. |
| View Appointments: General (Own) | Can view general appointments on their own calendar. |
| View Appointments: Project (Any) | Can view project appointments on any user's calendar. |
| View Appointments: Project (Own) | Can view project appointments on their own calendar. |
| View Appointments: Service Request (Any) | Can view service request appointments on any user's calendar. |
| View Appointments: Service Request (Own) | Can view service request appointments on their own calendar. |
Attachments
(search term: attachment)
| Permission | What granting this permission does |
|---|---|
| Add Attachments: Client | Can upload and attach files to client records. |
| Add Attachments: Client Note | Can upload and attach files to client note records. |
| Add Attachments: Leave Time | Can upload and attach files to leave time records. |
| Add Attachments: Project | Can upload and attach files to project records. |
| Add Attachments: Project Note | Can upload and attach files to project note records. |
| Add Attachments: Project Time | Can upload and attach files to project time records. |
| Add Attachments: Service Request | Can upload and attach files to service request records. |
| Add Attachments: Service Request Note | Can upload and attach files to service request note records. |
| Add Attachments: Service Request Time | Can upload and attach files to service request time records. |
| Delete Attachments: Client (Any) | Can delete any attachments to client records. |
| Delete Attachments: Client (Own) | Can delete their own attachments to client records. |
| Delete Attachments: Client Note (Any) | Can delete any attachments to client note records. |
| Delete Attachments: Client Note (Own) | Can delete their own attachments on client note records. |
| Delete Attachments: Leave Time (Any) | Can delete any attachments to leave time records. |
| Delete Attachments: Leave Time (Own) | Can delete their own attachments on leave time records. |
| Delete Attachments: Project (Any) | Can delete any attachments to project records. |
| Delete Attachments: Project (Own) | Can delete their own attachments on project records. |
| Delete Attachments: Project Note (Any) | Can delete any attachments to project note records. |
| Delete Attachments: Project Note (Own) | Can delete their own attachments on project note records. |
| Delete Attachments: Project Time (Any) | Can delete any attachments to project time records. |
| Delete Attachments: Project Time (Own) | Can delete their own attachments on project time records. |
| Delete Attachments: Service Request (Any) | Can delete any attachments to service request records. |
| Delete Attachments: Service Request (Own) | Can delete their own attachments on service request records. |
| Delete Attachments: Service Request Note (Any) | Can delete any attachments to service request note records. |
| Delete Attachments: Service Request Note (Own) | Can delete their own attachments on service request note records. |
| Delete Attachments: Service Request Time (Any) | Can delete any attachments to service request time records. |
| Delete Attachments: Service Request Time (Own) | Can delete their own attachments on service request time records. |
| Edit Attachments: Client (Any) | Can edit any attachments on client records. |
| Edit Attachments: Client (Own) | Can edit their own attachments on client records. |
| Edit Attachments: Client Note (Any) | Can edit any attachments on client note records. |
| Edit Attachments: Client Note (Own) | Can edit their own attachments on client note records. |
| Edit Attachments: Leave Time (Any) | Can edit any attachments on leave time records. |
| Edit Attachments: Leave Time (Own) | Can edit their own attachments on leave time records. |
| Edit Attachments: Project (Any) | Can edit any attachments on project records. |
| Edit Attachments: Project (Own) | Can edit their own attachments on project records. |
| Edit Attachments: Project Note (Any) | Can edit any attachments on project note records. |
| Edit Attachments: Project Note (Own) | Can edit their own attachments on project note records. |
| Edit Attachments: Project Time (Any) | Can edit any attachments on project time records. |
| Edit Attachments: Project Time (Own) | Can edit their own attachments on project time records. |
| Edit Attachments: Service Request (Any) | Can edit any attachments on service request records. |
| Edit Attachments: Service Request (Own) | Can edit their own attachments on service request records. |
| Edit Attachments: Service Request Note (Any) | Can edit any attachments on service request note records. |
| Edit Attachments: Service Request Note (Own) | Can edit their own attachments on service request note records. |
| Edit Attachments: Service Request Time (Any) | Can edit any attachments on service request time records. |
| Edit Attachments: Service Request Time (Own) | Can edit their own attachments on service request time records. |
| Replace Attachment Files: Client (Any) | Can replace the underlying file for any attachments on client records. |
| Replace Attachment Files: Client (Own) | Can replace the underlying file for their own attachments on client records. |
| Replace Attachment Files: Client Note (Any) | Can replace the underlying file for any attachments on client note records. |
| Replace Attachment Files: Client Note (Own) | Can replace the underlying file for their own attachments on client note records. |
| Replace Attachment Files: Leave Time (Any) | Can replace the underlying file for any attachments on leave time records. |
| Replace Attachment Files: Leave Time (Own) | Can replace the underlying file for their own attachments on leave time records. |
| Replace Attachment Files: Project (Any) | Can replace the underlying file for any attachments on project records. |
| Replace Attachment Files: Project (Own) | Can replace the underlying file for their own attachments on project records. |
| Replace Attachment Files: Project Note (Any) | Can replace the underlying file for any attachments on project note records. |
| Replace Attachment Files: Project Note (Own) | Can replace the underlying file for their own attachments on project note records. |
| Replace Attachment Files: Project Time (Any) | Can replace the underlying file for any attachments on project time records. |
| Replace Attachment Files: Project Time (Own) | Can replace the underlying file for their own attachments on project time records. |
| Replace Attachment Files: Service Request (Any) | Can replace the underlying file for any attachments on service request records. |
| Replace Attachment Files: Service Request (Own) | Can replace the underlying file for their own attachments on service request records. |
| Replace Attachment Files: Service Request Note (Any) | Can replace the underlying file for any attachments on service request note records. |
| Replace Attachment Files: Service Request Note (Own) | Can replace the underlying file for their own attachments on service request note records. |
| Replace Attachment Files: Service Request Time (Any) | Can replace the underlying file for any attachments on service request time records. |
| Replace Attachment Files: Service Request Time (Own) | Can replace the underlying file for their own attachments on service request time records. |
| View Attachments: Client (Any) | Can view any attachments on client records. |
| View Attachments: Client (Own) | Can view their own attachments on client records. |
| View Attachments: Client Note (Any) | Can view any attachments on client note records. |
| View Attachments: Client Note (Own) | Can view their own attachments on client note records. |
| View Attachments: Leave Time (Any) | Can view any attachments on leave time records. |
| View Attachments: Leave Time (Own) | Can view their own attachments on leave time records. |
| View Attachments: Project (Any) | Can view any attachments on project records. |
| View Attachments: Project (Own) | Can view their own attachments on project records. |
| View Attachments: Project Note (Any) | Can view any attachments on project note records. |
| View Attachments: Project Note (Own) | Can view their own attachments on project note records. |
| View Attachments: Project Time (Any) | Can view any attachments on project time records. |
| View Attachments: Project Time (Own) | Can view their own attachments on project time records. |
| View Attachments: Service Request (Any) | Can view any attachments on service request records. |
| View Attachments: Service Request (Own) | Can view their own attachments on service request records. |
| View Attachments: Service Request Note (Any) | Can view any attachments on service request note records. |
| View Attachments: Service Request Note (Own) | Can view their own attachments on service request note records. |
| View Attachments: Service Request Time (Any) | Can view any attachments on service request time records. |
| View Attachments: Service Request Time (Own) | Can view their own attachments on service request time records. |
Time
(search term: labor, time, clock)
| Permission | What granting this permission does |
|---|---|
| Approve Timesheets | Can approve submitted timesheets. |
| Clock In/Out (Any Non-Exempt) | Can clock in/out on behalf of any non-exempt employee. |
| Clock In/Out (Own) | Can clock themselves in and out. |
| Delete Time: Leave Time (Any) | Can delete leave time entries for any user. |
| Delete Time: Leave Time (Own) | Can delete leave time entries for themselves. |
| Delete Time: Project Time (Any) | Can delete project time entries for any user. |
| Delete Time: Project Time (Own) | Can delete project time entries for themselves. |
| Delete Time: Service Request Time (Any) | Can delete service request time entries for any user. |
| Delete Time: Service Request Time (Own) | Can delete service request time entries for themselves. |
| Edit: Clock In/Out Time | Can edit clock in/out timestamp. |
| Edit Time Lock Date (Any) | Can change the time lock date that controls when time entries can no longer be edited. |
| Edit Time: Leave Time (Any) | Can edit leave time entries for any user. |
| Edit Time: Leave Time (Own) | Can edit leave time entries for themselves. |
| Edit Time: Project Time (Any) | Can edit project time entries for any user. |
| Edit Time: Project Time (Own) | Can edit project time entries for themselves. |
| Edit Time: Service Request Time (Any) | Can edit service request time entries for any user. |
| Edit Time: Service Request Time (Own) | Can edit service request time entries for themselves. |
| Record Time: Leave Time (Any) | Can record leave time entries for any user. |
| Record Time: Leave Time (Own) | Can record leave time entries for themselves. |
| Record Time: Override Time Lockout Period | Can enter time outside the configured lockout window. |
| Record Time: Project Time (Any) | Can record project time entries for any user. |
| Record Time: Project Time (Own) | Can record project time entries for themselves. |
| Record Time: Service Request Time (Any) | Can record service request time entries for any user. |
| Record Time: Service Request Time (Own) | Can record service request time entries for themselves. |
| View Time: Leave Time (Any) | Can view leave time entries for any user. |
| View Time: Leave Time (Team Leader Access) | Can view leave time entries for users they supervise (as a team leader). |
| View Time: Project Time (Any) | Can view project time entries for any user. |
| View Time: Project Time (Team Leader Access) | Can view project time entries for users they supervise (as a team leader). |
| View Time: Service Request Time (Any) | Can view service request time entries for any user. |
| View Time: Service Request Time (Team Leader Access) | Can view service request time entries for users they supervise (as a team leader). |
| View Timesheet (All Submitted) | Can view all submitted timesheets. |
| View Timesheet (Any) | Can view any user's timesheet. |
| View Timesheet (Own) | Can view their own timesheet. |
| View Timesheet (Team Leader Access) | Can view timesheets for users they supervise (as a team leader). |
Admin Timekeeper
| Permission | What granting this permission does |
|---|---|
| Process Timesheets | Can complete timesheet processing on timesheets that have been approved. |
| Access Control: Labor Distribution Report | Allows access to Labor Distribution Report. |
Clients/Service Requests
| Permission | What granting this permission does |
|---|---|
| Close Service Requests: Case Service (Individual Advocacy Service/Self Advocacy) - Assigned / Not Requiring Supervisor Review | Can close assigned service requests with this mapped Service Request Type that do not require supervisor review (i.e. has SR Type for which Closure of Service Requests With This Type Requires Supervisor Review is unchecked in Service Request Type Administration.) |
| Close Service Requests: Case Service (Individual Advocacy Service/Self Advocacy) - Assigned / Requiring Supervisor Review | Can close assigned service requests with this mapped Service Request Type that requires supervisor review (i.e. has SR Type for which Closure of Service Requests With This Type Requires Supervisor Review is checked.) |
| Close Service Requests: Case Service (Individual Advocacy Service/Self Advocacy) - Unassigned / Not Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Case Service (Individual Advocacy Service/Self Advocacy) that does not require supervisor review. |
| Close Service Requests: Case Service (Individual Advocacy Service/Self Advocacy) - Unassigned / Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Case Service (Individual Advocacy Service/Self Advocacy) that requires supervisor review. |
| Close Service Requests: Case Service (Individual Investigation) - Assigned / Not Requiring Supervisor Review | Can close assigned service requests with mapped Service Request Type of Case Service (Individual Investigation) if it does not require supervisor review. |
| Close Service Requests: Case Service (Individual Investigation) - Assigned / Requiring Supervisor Review | Can close assigned service requests with mapped Service Request Type of Case Service (Individual Investigation) that require supervisor review. |
| Close Service Requests: Case Service (Individual Investigation) - Unassigned / Not Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Case Service (Individual Investigation) if it does not require supervisor review. |
| Close Service Requests: Case Service (Individual Investigation) - Unassigned / Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Case Service (Individual Investigation) that requires supervisor review. |
| Close Service Requests: Non-Case Service (I&R) - Assigned / Not Requiring Supervisor Review | Can close assigned service requests with mapped Service Request Type of Non-Case Service (I&R) if it does not require supervisor review. |
| Close Service Requests: Non-Case Service (I&R) - Assigned / Requiring Supervisor Review | Can close assigned service requests with mapped Service Request Type of Non-Case Service (I&R) that require supervisor review. |
| Close Service Requests: Non-Case Service (I&R) - Unassigned / Not Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Non-Case Service (I&R) if it does not require supervisor review. |
| Close Service Requests: Non-Case Service (I&R) - Unassigned / Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Non-Case Service (I&R) that requires supervisor review. |
| Close Service Requests: Non-Case Service (Not I&R/TA) - Assigned / Not Requiring Supervisor Review | Can close assigned service requests with mapped Service Request Type of Non-Case Service (Not I&R/TA) if it does not require supervisor review. |
| Close Service Requests: Non-Case Service (Not I&R/TA) - Assigned / Requiring Supervisor Review | Can close assigned service requests with mapped Service Request Type of Non-Case Service (Not I&R/TA) that require supervisor review. |
| Close Service Requests: Non-Case Service (Not I&R/TA) - Unassigned / Not Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Non-Case Service (Not I&R/TA) if it does not require supervisor review. |
| Close Service Requests: Non-Case Service (Not I&R/TA) - Unassigned / Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Non-Case Service (Not I&R/TA) that requires supervisor review. |
| Close Service Requests: Non-Case Service (Technical Assistance) - Assigned / Not Requiring Supervisor Review | Can close assigned service requests with mapped Service Request Type of Non-Case Service (Technical Assistance) if it does not require supervisor review. |
| Close Service Requests: Non-Case Service (Technical Assistance) - Assigned / Requiring Supervisor Review | Can close assigned service requests with mapped Service Request Type of Non-Case Service (Technical Assistance) that require supervisor review. |
| Close Service Requests: Non-Case Service (Technical Assistance) - Unassigned / Not Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Non-Case Service (Technical Assistance) if it does not require supervisor review. |
| Close Service Requests: Non-Case Service (Technical Assistance) - Unassigned / Requiring Supervisor Review | Can close any service request with mapped Service Request Type of Non-Case Service (Technical Assistance) that requires supervisor review. |
| Create Notes: Client Notes | Can create new notes in client notes. |
| Create Notes: Service Request Notes | Can create new notes in service request notes. |
| Create Open Date: Service Requests | Can set the open date when creating service requests. |
| Create Records: Clients | Can create new clients records. |
| Create Records: Service Requests | Can create new service requests records. |
| Delete Notes: Client Notes (Any) | Can delete any client notes. |
| Delete Notes: Client Notes (Own) | Can delete their own client notes. |
| Delete Notes: Service Request Notes (Any) | Can delete any service request notes. |
| Delete Notes: Service Request Notes (Own) | Can delete their own service request notes. |
| Delete Records: Clients | Can permanently delete clients records. |
| Delete Records: Service Requests | Can permanently delete service requests records. |
| Edit Closed Records: Service Requests | Can edit service requests even after they are closed. |
| Edit Funding Source: Service Requests (Any) | Can change the funding source for service requests (for any record). |
| Edit Funding Source: Service Requests (Assigned) | Can change the funding source for service requests (for assigned records). |
| Edit Notes: Client Notes (Any) | Can edit any client notes. |
| Edit Notes: Client Notes (Own) | Can edit their own client notes. |
| Edit Notes: Service Request Notes (Any) | Can edit any service request notes. |
| Edit Notes: Service Request Notes (Own) | Can edit their own service request notes. |
| Edit Open Date: Service Requests | Can change the open date for service requests. |
| Edit Proposed Close Date: Service Requests | Can change the proposed close date for service requests. |
| Edit Records: Clients | Can edit clients records. |
| Edit Records: Service Requests (Any) | Can edit service requests records (any record). |
| Edit Records: Service Requests (Assigned) | Can edit service requests records (records assigned to them). |
| Edit Reference Date: Clients | Can change the reference date for clients. |
| Edit Reference Date: Service Requests | Can change the reference date for service requests. |
| Edit Security: Clients | Can change record-level security for clients. |
| Edit Security: Service Requests | Can change record-level security for service requests. |
| Edit Type: Service Requests (Any) | Can change the record type for service requests (for any record). |
| Edit Type: Service Requests (Assigned) | Can change the record type for service requests (for assigned records). |
| Move Records: Service Requests | Can move service requests between Client records. |
| Reopen Records: Service Requests | Can reopen closed service requests. |
| Review Service Request As a Supervisor | Can perform supervisor review actions for service requests. |
| View Records: Client Records | Can view client records. |
| View Records: Service Requests (Any) | Can view all service requests records. |
| View Records: Service Requests (Assigned) | Can view assigned service requests records. |
Projects
| Permission | What granting this permission does |
|---|---|
| Close Projects: Class Action Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Class Action if it does not require supervisor review (i.e. has Project Type for which Closure of Projects With This Type Requires Supervisor Review is unchecked in Project Type Administration.) |
| Close Projects: Class Action Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Class Action if it requires supervisor review (i.e. has Project Type for which Closure of Projects With This Type Requires Supervisor Review is unchecked in Project Type Administration.) |
| Close Projects: Class Action Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Class Action if it does not require supervisor review |
| Close Projects: Class Action Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Class Action if it requires supervisor review. |
| Close Projects: Court Ordered Monitoring Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Court Ordered Monitoring if it does not require supervisor review. |
| Close Projects: Court Ordered Monitoring Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Court Ordered Monitoring if it requires supervisor review. |
| Close Projects: Court Ordered Monitoring Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Court Ordered Monitoring if it does not require supervisor review. |
| Close Projects: Court Ordered Monitoring Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Court Ordered Monitoring if it requires supervisor review. |
| Close Projects: Educating Policy Maker Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Educating Policy Maker if it does not require supervisor review. |
| Close Projects: Educating Policy Maker Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Educating Policy Maker if it requires supervisor review. |
| Close Projects: Educating Policy Maker Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Educating Policy Maker if it does not require supervisor review. |
| Close Projects: Educating Policy Maker Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Educating Policy Maker if it requires supervisor review. |
| Close Projects: Education Training Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Education Training if it does not require supervisor review. |
| Close Projects: Education Training Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Education Training if it requires supervisor review. |
| Close Projects: Education Training Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Education Training if it does not require supervisor review. |
| Close Projects: Education Training Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Education Training if it requires supervisor review. |
| Close Projects: Group Advocacy Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Group Advocacy if it does not require supervisor review. |
| Close Projects: Group Advocacy Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Group Advocacy if it requires supervisor review. |
| Close Projects: Group Advocacy Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Group Advocacy if it does not require supervisor review. |
| Close Projects: Group Advocacy Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Group Advocacy if it requires supervisor review. |
| Close Projects: Investigation Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Investigation if it does not require supervisor review. |
| Close Projects: Investigation Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Investigation if it requires supervisor review. |
| Close Projects: Investigation Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Investigation if it does not require supervisor review. |
| Close Projects: Investigation Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Investigation if it requires supervisor review. |
| Close Projects: Local Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Local if it does not require supervisor review. |
| Close Projects: Local Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Local if it requires supervisor review. |
| Close Projects: Local Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Local if it does not require supervisor review. |
| Close Projects: Local Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Local if it requires supervisor review. |
| Close Projects: Monitoring Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Monitoring if it does not require supervisor review. |
| Close Projects: Monitoring Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Monitoring if it requires supervisor review. |
| Close Projects: Monitoring Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Monitoring if it does not require supervisor review. |
| Close Projects: Monitoring Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Monitoring if it requires supervisor review. |
| Close Projects: Other Systemic Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Other Systemic if it does not require supervisor review. |
| Close Projects: Other Systemic Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Other Systemic if it requires supervisor review. |
| Close Projects: Other Systemic Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Other Systemic if it does not require supervisor review. |
| Close Projects: Other Systemic Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Other Systemic if it requires supervisor review. |
| Close Projects: Outreach Projects - Assigned / Not Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Outreach if it does not require supervisor review. |
| Close Projects: Outreach Projects - Assigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Outreach if it requires supervisor review. |
| Close Projects: Outreach Projects - Unassigned / Not Requiring Supervisor Review | Can close any projects with mapped Project Type of Outreach if it does not require supervisor review. |
| Close Projects: Outreach Projects - Unassigned / Requiring Supervisor Review | Can close assigned projects with mapped Project Type of Outreach if it requires supervisor review. |
| Create Open Date: Projects | Can set the open date when creating for projects. |
| Create Notes: Project Notes | Can create new notes in project notes. |
| Create Records: Projects | Can create new projects records. |
| Delete Records: Projects | Can permanently delete projects records. |
| Delete Notes: Project Notes (Any) | Can delete any project notes. |
| Delete Notes: Project Notes (Own) | Can delete their own project notes. |
| Edit Closed Records: Projects | Can edit projects even after they are closed. |
| Edit Funding Source: Projects (Any) | Can change the funding source for projects (for any record). |
| Edit Funding Source: Projects (Assigned) | Can change the funding source for projects (for assigned records). |
| Edit Notes: Project Notes (Any) | Can edit any project notes. |
| Edit Notes: Project Notes (Own) | Can edit their own project notes. |
| Edit Open Date: Projects | Can change the open date for projects. |
| Edit Proposed Close Date: Projects | Can change the proposed close date for projects. |
| Edit Records: Projects (Any) | Can edit projects records (any record). |
| Edit Records: Projects (Assigned) | Can edit projects records (records assigned to them). |
| Edit Reference Date: Projects | Can change the reference date for projects. |
| Edit Security: Projects | Can change record-level security for projects. |
| Edit Type: Projects (Any) | Can change the record type for projects (for any record). |
| Edit Type: Projects (Assigned) | Can change the record type for projects (for assigned records). |
| Review Projects As a Supervisor | Can perform supervisor review actions for projects. |
| Reopen Records: Projects | Can reopen closed projects. |
| View Records: Projects (Any) | Can view all projects records. |
| View Records: Projects (Assigned) | Can view assigned projects records. |
Fund Splits
| Permission | What granting this permission does |
|---|---|
| Create Alternate Fund Splits | Can create alternate fund split configurations. |
| Edit Fund Splits | Can edit existing fund split configurations. |
| Use Alternate Fund Splits | Can apply alternate fund splits when recording work/funding. |
| Replace Master Splits | Can replace the master (default) fund split definitions. |
Administration
| Permission | What granting this permission does |
|---|---|
| Edit: Collaborations | Can add or edit collaboration records/settings. |
| Edit: Facilities | Can add or edit facility records/settings. |
| Edit: Teams to Employees | Can assign employees to teams (and update those assignments). |
| Override Closure Lockout Date | Can override the lockout date that prevents editing closed items. |
| Access Control: Administration | Allows access to Administration. |
| Access Control: Publication Administration | Allows access to Publication Administration. |
Report Generator
| Permission | What granting this permission does |
|---|---|
| Access Control: Report Generator | Allows access to Report Generator. |
| Delete Report Generator Reports: Shared | Can delete reports that have been saved as shared. |