Operations roles and access

Operations permissions are set by module role: Member, Manager, or Admin. These roles control who can see, create, complete, and manage work, routines, and checklists, and who can view insights. Roles are assigned per site in Settings > User Management.

Quick reference

Work

Members can view work, start and resolve it, and add comments. Depending on the site configuration, Members may only be able to see their own comments rather than all comments. They cannot create, edit, or delete work. Managers can view all work, create, edit, and delete it, assign or reassign it, and view all comments. Admins have the same operational access as managers, plus full control over settings and deletion. For step-by-step instructions, see Complete a work order.

Routines and checklists

Members can view routines and checklists. They cannot create, edit, or delete them. Managers can view, create, edit, and delete routines and checklists, and manage which checklists are attached to routines. Admins have the same operational access as managers, plus full control over settings and deletion. For step-by-step instructions, see Create a routine and Checklists.

Insights

Members cannot access insights. Managers can view insights to monitor open work volume, routine health, and how work is distributed across priorities, assignments, and categories. Admins have the same access as managers. For details on what each widget shows, see Operations Insights.

Settings and configuration

Operations settings are in Settings > Operations. The categories setting is where you create, edit, and delete the categories used to classify work. You need the Manager or Admin role in Operations to manage categories. The Options tab contains site-wide toggles that change how work and routines behave. If your site configuration is managed externally, the Options tab is read-only. For more on the settings page, see Operations Settings.

How to change an Operations role

Roles are assigned per site and per module. To change someone's Operations access:

1. Go to Settings > User Management

2. Find the person and click Edit Access

3. In the Access Control table, set their role for the Operations module at each site: Member, Manager, or Admin

4. Click Save

If you do not see Edit Access, you need the Manager role (or higher) for the Site module. You need Site Manager or Site Admin (or organisation owner) to access User Management and use Edit Access. For a full overview of the three roles, see Understanding User Roles and Permissions.

For how module access and reusable role templates work, see Module Entitlements and Permission Templates.