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 orders, work schedules, and checklists, and who can view insights. Roles are assigned per site in Settings > User Management.
Quick reference
Action | Member | Manager | Admin |
|---|---|---|---|
View work orders, schedules, and checklists | Yes | Yes | Yes |
Create work orders, schedules, and checklists | No | Yes | Yes |
Edit and delete work orders, schedules, and checklists | No | Yes | Yes |
Start and resolve work orders | Yes | Yes | Yes |
Comment on records | Yes | Yes | Yes |
View all comments | No | Yes | Yes |
Access insights | No | Yes | Yes |
Manage planned work categories | No | Yes | Yes |
Work orders
Members can view work orders, start and resolve them, 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 orders. Managers can view all work orders, create, edit, and delete them, assign or reassign them, 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.
Work schedules and checklists
Members can view work schedules and checklists. They cannot create, edit, or delete them. Managers can view, create, edit, and delete work schedules and checklists, and manage which checklists are attached to planned work. Admins have the same operational access as managers, plus full control over settings and deletion. For step-by-step instructions, see Create a work schedule with AI or from scratch and Checklist Templates.
Insights
Members cannot access insights. Managers can view insights to monitor open work volume, schedule 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 Planned Work Categories tab is where you create, edit, and delete the categories used to classify work orders and work schedules. You need the Manager or Admin role in Operations to manage categories. The Options tab contains site-wide toggles that change how work orders and work schedules 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:
Go to Settings > User Management
Find the person and click Edit Access
In the Access Control table, set their role for the Operations module at each site: Member, Manager, or Admin
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.
Access to a child site automatically grants at least Member access on parent sites. Parent-site access does not automatically include child sites — each site needs its own role assignment unless explicitly granted. Someone can be a Manager at one site and a Member at another.