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Permissions

Understand how permission levels work across locations and groups.

Rory Broadbridge avatar
Written by Rory Broadbridge
Updated over a week ago

HINDSITE has three permission levels: User, Manager, and Admin.

Permissions are assigned through Locations and Groups, giving you flexibility to tailor user roles. Every user is automatically assigned User permissions for any group or location they belong to. If you assign someone as a Manager for a specific group or location, they'll receive additional permissions on top of their User access for just that area.

For example:

  • A user might have User access at one location but be a Manager at another.

  • Admins have full access across the entire account, regardless of group or location.

The tables below outlines what each permission level can do.

Insights

Action

Users

Location Manager

Group Manager

Admin

View Insights

✅

✅

✅

Projects

Action

Users

Location Manager

Group Manager

Admin

Create, view and archive project

✅

✅

Edit project details (e.g. title, description, assignment, planned dates, location)

✅

✅

Assign work orders to a project

✅

✅

✅

Work Orders

Action

Users

Location Manager

Group Manager

Admin

Start, view and archive a work order

✅

✅

✅

Start a work order from template

✅

✅

✅

Add and remove work instructions in a work order

✅

✅

✅

Edit work order details (e.g. title, description, assignment, planned dates, location)

✅

✅

✅

Approve work order

✅

✅

Create, edit, duplicate and archive work order template

✅

✅

Duplicate work order

✅

✅

Subscribe to notifications

✅

✅

✅

Export and share completed work order

✅

✅

✅

Download work order for offline use

✅

✅

✅

NOTE: Users can be created without being assigned to any locations or groups. Once assigned to specific work orders, they’ll be able to view and complete only those work orders. They won’t have access to any other work orders within your organisation.

Work Instructions

Action

Users

Location Manager

Group Manager

Admin

Create, edit, publish and archive work instruction

✅

✅

✅

Create template or duplicate work instruction

✅

✅

✅

Convert work instruction to step group

✅

✅

✅

Create, edit, publish and archive step group

✅

✅

✅

Manage work instruction access

✅

✅

✅

Create and manage work instruction QR codes

✅

✅

✅

Subscribe to, view and mark as complete, step feedback

✅

✅

✅

Download work instruction for offline use

✅

✅

✅

Record of Work

Action

Users

Location Manager

Group Manager

Admin

View, edit, and delete record of work

✅

✅

✅

Add comments to record of work

✅

✅

✅

Approve record of work

✅

✅

Export and share record of work

✅

✅

✅

View audit log

✅

✅

Create, edit and cancel manual actions

✅

✅

✅

Assets

Action

Users

Location Manager

Group Manager

Admin

Create, edit and archive assets

✅

✅

View assets

✅

✅

✅

Update asset status

✅

✅

✅

Create, edit and archive asset details (e.g. manufacturer, make and model)

✅

Assign assets to work orders

✅

✅

✅

Import assets

✅

Actions

Action

Users

Location Manager

Group Manager

Admin

Create, edit and delete automated actions in work instructions

✅

✅

✅

Update and cancel automated actions

✅

✅

✅

✅

Create, edit and cancel manual actions

✅

✅

✅

✅

Content

Action

Users

Location Manager

Group Manager

Admin

Add and delete content via work instructions

✅

✅

✅

Edit content details

✅

✅

✅

Annotate images

✅

✅

✅

Manage video chapters

✅

✅

✅

Manage video transcriptions

✅

✅

✅

Platform

Action

Users

Location Manager

Group Manager

Admin

Create and archive locations

✅

Import locations

✅

Update location details (e.g. name, address, contacts)

✅

✅

Create, edit and archive companies

✅

Create, edit and archive groups

✅

Add, edit and archive users

✅

✅

✅

Add, edit and archive OAuth Applications

✅

Manage organisation logo

✅

Create, edit and delete custom fields

✅

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