Configuring Permissions
The Permissions system in uAuditor allows administrators to control what users can access and manage across the platform. Configuring permissions ensures each role has the appropriate level of visibility and responsibility within inspections, actions, reports, and system settings 🔐
Proper permission configuration strengthens security and improves operational control.
What Permissions Control in uAuditor
Permissions define what users can:
- view inspections
- create inspections
- edit inspections
- manage corrective actions
- access reports and analytics
- create broadcasts
- manage violations
- configure templates
- modify system settings
These permissions are applied through assigned roles.
Why Configuring Permissions Is Important
Configuring permissions helps organizations:
- protect sensitive operational data
- prevent unauthorized configuration changes
- control inspection visibility across locations
- separate responsibilities between teams
- support regional supervision structures
- maintain structured governance across branches
Permission management ensures secure and organized platform usage.
Steps to Configure Role Permissions
To configure permissions:
- Open Settings
- Navigate to Roles
- Select the role you want to configure
- Review available permission categories
- Enable or disable permissions as needed
- Save changes
Updated permissions apply immediately to users assigned to the role.
Permission Categories
Permissions are typically grouped by platform modules such as:
- Inspections
- Actions
- Reports & Analytics
- Broadcasts
- Violations
- Templates
- Locations
- Equipment
- Users
- System Settings
Administrators can customize access for each module separately.
Adjusting Access Levels
Depending on responsibilities, permissions can allow users to:
- view data only
- create records
- edit existing records
- approve workflow steps
- assign responsibilities
- manage configuration settings
Access levels should match real operational roles.
Testing Permission Changes
After updating permissions, administrators should verify access behavior.
Recommended checks include:
- confirming inspection visibility
- validating report access
- reviewing action assignment capabilities
- checking template configuration access
- ensuring settings restrictions apply correctly
Testing helps prevent unintended access issues.
Example Use Case
Example scenario:
An organization configures permissions for the Inspector role.
Inspectors can:
- perform inspections
- upload evidence
- complete assigned actions
but cannot:
- modify templates
- access system settings
- manage users
This ensures secure and focused operational access.
Best Practices for Configuring Permissions
To configure permissions effectively:
- assign minimum required access levels
- separate administrative and operational roles
- review permissions regularly
- test changes before large rollouts
- align permissions with organizational structure
Configuring permissions in uAuditor helps organizations maintain secure access control while ensuring each role can perform its responsibilities efficiently across inspections, actions, and reporting workflows.
