Actions Settings Page: Module Levels Tab

Actions Module - Module Level Permissions

Module Level

Permissions

Admin

Can reset inactivity alert, manage budget approvers (add, view, edit and delete), manage templates (add template, view/edit/copy/delete action templates, add/import/export template actions), manage workflows (add/ view/edit/delete workflow, view/edit/delete workflow status), manage roles (assign/unassign/add/view/edit/delete roles, assign hidden roles, role permissions), manage actions (upload/ view/archive/edit/delete/add actions, view/edit/delete template actions, upload files), manage action groups (delete/edit/view/add action groups), edit all groups, edit all actions, view all actions, new groups from template

Guest

Manage actions (view/archive/edit/delete/add actions, view/edit/delete template actions, upload files), manage action groups (view and add action groups)

Manager

Can reset inactivity alert, manage templates (view/edit/copy/delete action templates, add/import/export template actions), edit all actions, new groups from template, manage actions (upload/view/archive/edit/delete/ add actions, view/edit/delete template actions, upload files), manage action groups (delete/edit/view/add action groups)

Staff

Manage actions (view/archive/edit/delete/add actions, view/edit/delete template actions, upload files), manage action groups (edit/view/add action groups)

Module Level Customization Icons

Icon

Explanation

The eyeball icon allows you to view users assigned to the module level as well as the permissions assigned to them.

The bulleted list icon allows you to assign permissions to customized module levels.

The pencil icon opens the Edit Module Level Modal.

The trashcan icon opens the Delete Module Level Confirmation Modal.