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
Action | User/Role Org Permissions | User/Role Folder Permissions |
Add a contact | Read authority on the org | Write authority on the Contacts folder |
Share a contact | Read authority on the org | Write authority on the Contacts folder |
Forms
Custom Form designer privileges are also required for these actions.
Action | User/Role Org Permissions | User/Role Folder Permissions |
Share a form | Read authority on the org | Write authority on the Forms folder |
Add a form | Read authority on the org | Write authority on the Forms folder |
Edit a form | Read authority on the org | Write authority on the Forms folder |
Complete a form | Read authority on the org | Write authority on the Forms folder |
Incident Submission Forms
Action | User/Role Org Permissions | User/Role Folder Permissions |
Activate an incident submission form | Read authority on the org | Read authority on the Incident Submission Forms folder and Admin authority on the Plans folder |
Messages
Send Message privileges are also required for these actions.
Action | User/Role Org Permissions | User/Role Folder Permissions |
Send a message | Read authority on the org | Write authority on the Messages folder |
Plans
Action | User/Role Org Permissions (Minimum) | User/Role Folder Permissions (Minimum) |
Activate a plan | Read authority on the org | Admin authority on the Plans folder |
Copy a plan | Write authority on the org | Read authority on the Plans folder |
Add a plan | Read authority on the org | Write authority on the Plans folder |
Resources
Action | User/Role Org Permissions (Minimum) | User/Role Folder Permissions (Minimum) |
Add a resource | Read authority on the org | Write authority on the Resources folder |
Share a resource | Read authority on the org | Write authority on the folder |