Issue Category Permissions

 

Issue Category Permissions Overview

 

Can Edit All Settings in This Category: Users with this permission will be able to click into the category from 'Settings >Issue Categories'. Only users assigned to the 'Administration: Account Super User' role can create new categories.  

 

Can See All Issues (Read Only Access): To view records from this category on the full table, users must have this permission. Additionally, this permission is required for users who need to be assigned as project or task assignees in any records. If they do not have this permission, they will not be in the dropdown for assignment.

 

Can Edit Active Stage of Any Issue: Users can edit any active stage of a record, including adding tasks, stage assignees, links, attachments, etc.

 

Can Edit Completed Stages of Any Issue (Super Editor): Users with this permission can access the 'Super Editor' mode feature and reopen any closed or completed stages in a record.

 

Can Create New Issues: Users with need this permission to create new records in the category. If they do not have this permission, this category will not be available for selection when opening a new issue record.

 

Can Delete Issues: Users with this permission can delete records in the category.

 

Can Cancel all Signatures and Revert to Prior Stage: Users with this permission can cancel any active stage workflow and reopen the stage for edits.

 

Can Delegate Signatures for Any Active Workflows: Users granted this permission can delegate a workflow signature. It is important to understand that workflow signatures can only be delegated if this function is enabled at the workflow step level. This permission solely allows the user to complete the delegation action; it does not make the step itself delegatable.

 

Can Approve Stage/Task Due Date Extensions: Users with this permission can approve stage and task due date extensions if a user is requesting one.

 

Receives Escalation Notices for Past Due Stages/Tasks: Users with this permission will receive email notifications for tasks and stages that are overdue in this category, even if the user is not associated with the record.

 

Can Access Audit Trail Data for Items in This Category: Users with this permission will be able to see all information in the audit trail for records in this category.

 

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