Permissions

Permissions allow users to do, or not do, specific tasks relating to orgs and folders. Some specific permissions are required on certain folders, depending on the needs of the user.

Contacts

ActionUser/Role Org Permissions User/Role Folder Permissions
Add a contactRead authority on the orgWrite authority on the Contacts folder
Share a contactRead authority on the orgWrite authority on the Contacts folder

Forms

Custom Form designer privileges are also required for these actions.

ActionUser/Role Org Permissions User/Role Folder Permissions
Share a formRead authority on the orgWrite authority on the Forms folder
Add a formRead authority on the orgWrite authority on the Forms folder
Edit a formRead authority on the orgWrite authority on the Forms folder
Complete a formRead authority on the orgWrite authority on the Forms folder

Incident Submission Forms

ActionUser/Role Org PermissionsUser/Role Folder Permissions
Activate an incident submission formRead authority on the orgRead authority on the Incident Submission Forms folder and Admin authority on the Plans folder

Messages

Send Message privileges are also required for these actions.

ActionUser/Role Org Permissions User/Role Folder Permissions
Send a messageRead authority on the orgWrite authority on the Messages folder

Plans

ActionUser/Role Org Permissions (Minimum)User/Role Folder Permissions (Minimum)
Activate a planRead authority on the orgAdmin authority on the Plans folder
Copy a planWrite authority on the orgRead authority on the Plans folder
Add a planRead authority on the orgWrite authority on the Plans folder

Resources

ActionUser/Role Org Permissions (Minimum)User/Role Folder Permissions (Minimum)
Add a resourceRead authority on the orgWrite authority on the Resources folder
Share a resourceRead authority on the orgWrite authority on the folder