19.6. Permissions

The Permissions screen allows administrators to control access to individual custom audits. To access Permissions navigate to Custom Audits | Permissions.

Summary cards at the top display the total number of permissions, the number of active permissions, the number of user-based permissions, and the number of role-based permissions.

Use the search bar and filter drop downs to locate permissions by audit, type, or status.

19.6.1. Permission Types

Permissions can be assigned to individual users or to roles:

• User-Based – Permissions assigned directly to a specific user

• Role-Based – Permissions assigned to a role, applying to all users in that role

19.6.2. Permission Matrix

Each permission entry controls access through the following actions:

Action	Description
View	Allows the assignee to view the audit and its results.
Edit	Allows the assignee to modify the audit structure and settings.
Submit	Allows the assignee to submit completed audit responses.
Approve	Allows the assignee to approve submitted audit responses.
Delete	Allows the assignee to delete audit responses.

19.6.3. Adding a Permission

To add a new permission click the + Add Permission button. Select the audit, the assignee (user or role), and configure the desired access levels.

19.6.4. Exporting Permissions

Click the Export button to export the permission list for backup or sharing purposes.