Permissions are what your Users (by Roles) can or cannot do within the platform. Permissions can be multi-level (meaning they can be set at more than one place) but this guide will discuss the details of setting your Operating Manual and Policy permissions.

A mandatory permission (or "required reading") means the Role will be required to read the policy and confirm they have read and understood it. Mandatory policies are normally used for tasks, procedures or information that is critical for a job to be done properly. For example, in the restaurant industry, it is crucial for food to be stored at the proper temperature. A Food Storage policy would normally be mandatory for chefs, prep cooks, and servers to understand and comply with. 

By setting a mandatory policy, the selected Role will recieve an in-platform task notification letting them know they have an unread mandatory policy, and they will also recieve email reminders. Once signed-off, a record is stored and is viewable from the Reporting function. 

An accessible permission setting means the selected Role can view the policy, but they are not required to sign-off to confirm they have read and understood it. They will not recieve emails reminders or notifications, and there is no record kept to confirm they have read it. 


Setting Permissions:

  • Within a manual, when looking at the table of contents style overview, you can select bulk permissions by section & by entire manual.

This means it will set the permission of each policy under the chosen section to whatever you choose. If you see a dash "-" in the tick boxes, it means that the Role has permission for some of the policies in that section, but not for all. By changing the bulk permissions, it will override all the individual policy settings in the section.

  • Within a policy, below the content text box is the permissions button. 

Clicking this will display a pop-up window where you can select which Roles can access the policy, and for which it is mandatory. This setting is for the selected policy only, and will not transfer onto any other policies. 



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