A user is given one of three types of ‘rights’ to access a report:
- Read-only
- Write
- Admin
You will receive the rights determined by the Project Access Rights you have for the Project that the report belongs to, but modified by the following, with the later taking priority.
By Role
If you are the Primary Lead, you will have Admin rights in relation to the report.
If you are the Active User, you will receive a minimum of Write rights.
By Status
If a report has been finalised, all users will have Read-only rights in relation to that report. Only the Primary Lead or someone with Admin access in relation to the project (to which the report belongs) can re-open the report.
If a report is awaiting an escalation, all users will have Read-only rights in relation to that report except for the individual to whom the report has been escalated who will be granted Write access.
Read-Only | Write | Admin | |
| General | |||
| View | X | X | X |
| Edit/Update | X | X | |
| Change PrimrLead | X | ||
| Finalise | Primary Lead Only | ||
| Re-open | X | ||
| Escalations | |||
| Create | Primary Lead Only | ||
| Reassign to another user or team | Current assignee (either an individual or a team manager of the assigned team) only | X | |
| Reassign to a user within the assigned team | Any member of the assigned team | ||
| Update | Escalation assignee only | ||
| Documents | |||
| Upload Documents | X | X | X |
| Download Documents | X | X | X |
| Delete Documents | X | X | |