Why Module Entitlements and Permission Templates

CalmCompliance uses two layers of access control: module entitlements (which modules your organization has) and permission templates (reusable role configurations you create). Entitlements determine which modules appear at all—Documents, Operations, Risks, and so on. Permission templates let you define standard access patterns (e.g. "Facilities Manager" = Manager for Documents and Premises, Member for Operations) and apply them quickly when inviting users. This saves time when you have many users with similar roles and keeps access consistent across your team.

Module Entitlements

Module entitlements control which modules are available to your organization. They are set at the organization level by your CalmCompliance administrator or account manager. If you don't see a module (for example, Operations or Personnel) in the sidebar or in the Access Control table, your organization hasn't been provisioned with it. Contact your CalmCompliance administrator to request additional modules.

You can only assign roles for modules your organization has. The Templates tab and permission templates only show modules your organization is entitled to.

How to Create and Use Permission Templates

Go to Settings > User Management and open the Templates tab
Click Add Template
Enter a Template Name (e.g. "Service Desk User" or "Facilities Manager")
Optionally add a Description to explain when to use the template
In Module Roles, set the role for each module: No Access, Member, Manager, or Admin
- Some modules require others (e.g. Service Desk requires Premises). If you grant access to a dependent module, the system automatically adds the required modules
If you have child sites, turn on Share with child sites to make the template available on those sites
Click Create Template

To apply a template when inviting a user:

Go to Settings > User Management > Users and click Add User
Enter the user's details
In the Access Control table, find the site row and click the Set As dropdown
Under Templates, select the template you want—it fills in the roles for that site
Adjust roles if needed, then click Invite

You can also apply templates when editing an existing user's access—use the Set As dropdown next to each site.

How to Edit or Delete a Template

Go to Settings > User Management > Templates
Click the template you want to change
Update the name, description, module roles, or sharing setting
Click Save Changes

To delete a template, open it and click Delete in the form footer. You can only delete templates you created—templates inherited from a parent site show an "From [site name]" badge and cannot be deleted.

Before You Start

You need the Manager role for the Site module (which includes user management) to create, edit, or delete permission templates. If you don't see the Templates tab or Add Template, contact your site administrator.

Common Questions

Why can't I remove "No Access" for a module? Some modules depend on others (e.g. Service Desk depends on Premises). If you've granted access to a dependent module, the required module stays in the template. The system enforces this so permissions stay valid.

Can I use a template from a parent site on a child site? Yes. Templates created on a parent site with Share with child sites turned on appear on child sites with an "From [site name]" badge. Child sites can use them but cannot edit or delete them.

Do templates apply to all sites at once? No. When you apply a template, it applies to the site you've selected in the Access Control table. To use the same roles on multiple sites, apply the template for each site, or use Set All to apply the same role across all modules for a site after applying a template.

What happens if I delete a template? The template is removed from the list. Users who were assigned using that template keep their current permissions—deleting a template does not change anyone's access.

Module Entitlements and Permission Templates