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Managing Permissions for Checklists, Schedules, and Data
Managing Permissions for Checklists, Schedules, and Data

See how to manage permissions for elements like checklists, schedules, and data, giving users access without compromising system integrity.

Logan Bowlby avatar
Written by Logan Bowlby
Updated today

Overview

Checklists, schedules, and other resources in Mobaro are central to daily operations. By assigning permissions to these elements, you can control who can interact with them. Below are some of the key modules and their associated permissions:

  • Checklists: Users can be granted permissions to create, view, modify, or delete checklists. This is useful for controlling who can manage and monitor task completion.

  • Schedules: Permissions to view, create, or modify schedules help ensure that only the right people can manage timing, tasks, and availability.

  • Data (Results, Gallery, etc.): Controlling access to data is crucial for protecting sensitive information and ensuring the right people can access reports and results.


Best Practices for Managing Permissions

  • Assign View access by default: As a best practice, start by giving users View access to resources like checklists and schedules. Only grant Modify or Delete access when absolutely necessary.

  • Create custom roles for specific use cases: If you have unique roles (e.g., managers who need to modify checklists), create custom roles with just the right level of access.

  • Regularly review roles and permissions: As your team grows or changes, it’s important to reassess roles to ensure that users still have the appropriate access.

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