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Role permissions reference

Every permission you can tick on a Mobaro Role, with its exact label and what it allows, and how Create, Modify and linked boxes combine.

Written by Logan Bowlby

Overview

A Role is a set of permissions, chosen area by area in the Role editor. This article lists every permission you can tick on a Role, with the exact label you'll see, and what each one allows. Use it when you build or check a Role. To create a Role, see Set up Roles to manage permissions.

A Role applies across the whole organization, not per Location. Location membership separately limits which Locations' Results, Assignments, Notes, Gallery images and Downtime a User sees. See How access works in Mobaro.

At a glance

Who can do this

Super Users, or a Role with Roles › Create (for Roles they create) or Roles › Modify

Where

Administrate › Roles

Works on

Backend (web). The permissions also apply in the Mobile app and RideOps.

Availability

All organizations

💡 Why this matters: Granting too much is the most common access mistake. Knowing exactly what each box unlocks lets you give a job the minimum it needs and keep your Roles easy to audit.


How permissions combine

  • They add up. A User gets every permission from every Role they hold, directly or through a User Group. Super Users have every permission.

  • Create includes your own items. For most areas, Create implies View, Modify and Delete for the items that User created. For Report Templates, it implies Modify and Delete for created Report Templates.

  • Some boxes tick others. Checklists › Modify also ticks Translate. Notes › Modify, Delete and Approve tick View Notes in Backoffice. Competencies › Administrate ticks View.

  • No Location limits. A Role can't be limited to certain Locations. Configuration permissions, such as Schedules › Modify, work on every item in the organization.


Checklists, Schedules and Assignments

Permission

What it allows

Checklists › View

See every Checklist in the Backend.

Checklists › Create

Create Checklists. Implies View, Modify and Delete for your own Checklists.

Checklists › Modify

Edit any Checklist, including translations.

Checklists › Delete

Delete any Checklist.

Checklists › Translate

Manage a Checklist's translations without editing it.

Schedules › View / Create / Modify / Delete

See, create, edit or delete Schedules across the organization. Create implies the others for your own Schedules.

Assignments › View / Modify / Delete

View shows Assignments at Locations the User is a member of. Modify and Delete let them edit or delete Assignments. There's no Create box: anyone in the organization can create Assignments.

To let someone edit only some Checklists, use permission folders instead of Checklists › Modify. See Utilizing checklist permission folders.


Results and reporting

Permission

What it allows

Results › View

See Results at Locations the User is a member of. Doesn't include Certification Process Results.

Results › Modify

Change the answers of a submitted Result.

Results › Delete

Delete Results.

Results › Validate

Approve or disapprove Results where the User, or one of their User Groups, is a Reviewer.

Results › Validate Missing

Validate Missing Results for Schedules they review, at Locations they're a member of. Rescheduling one also needs Schedules › Create.

Results › Validate RideOps

Validate RideOps opening and closing Results, without being a Reviewer.

Report Templates › Create / Modify / Delete

Manage the Report Templates used to view and send Results.

Dashboard Templates › Manage

Create and edit Dashboard Templates.

Question Category Hierarchies › Create / View / Modify / Delete

Manage Question Category Hierarchies.

Results has no Create box: Results come from completing Checklists.


Notes, Gallery and Library

Permission

What it allows

Notes › View Notes in Backoffice

See Notes in the Backend.

Notes › Modify

Edit Notes.

Notes › Delete

Delete any Note. Users can always delete Notes they created.

Notes › Approve

Approve Notes that require approval, or remove an approval with Reject Approval.

Gallery › View Gallery

See all Gallery images at Locations the User is a member of.

Gallery › Categorize Gallery

Add categories to Gallery images.

Manuals and Directories › Create / View / Modify / Delete

Manage Library folders and their manuals, videos and links. Any of these boxes shows Library in the Backend menu.


Operations and RideOps

Permission

What it allows

Operations › Manage Downtime

Record and edit Downtime.

Operations › Manage Dispatch Entries

Add and delete dispatch entries in the operational log.

Operations › Manage Queue Entries

Add and delete queue-time entries in the operational log.


Locations, Users and Roles

Permission

What it allows

Locations › Create / View / Modify / Delete

Manage Location records. View shows every Location record but doesn't make the User a member.

Location Groups › Create / View / Modify / Delete

Manage Location Groups.

Users › Create / View / Modify / Delete

Modify lets a User set another User's password. Delete lets them delete, disable and enable Users. Neither works on Super Users.

User Groups › Create / View / Modify / Delete

Manage User Groups and their members.

Roles › Create / View / Modify / Delete

Manage Roles, and so other Users' permissions.


Organization and other areas

Permission

What it allows

Organization › Administrate

Open Organization › Configuration, including the API tab, and set the organization's default notification settings (with a Notification Rules permission to open that page).

Notification Rules › Create / View / Modify / Delete

Manage Notification Rules.

Competencies › Administrate

Manage Competencies, Certifications and Certification Processes. Implies View.

Competencies › View

See Competencies and Certifications.

Timesheets › Administrate

Manage Timesheets.

Assets › Administrate

Manage Assets, only at Locations where the User is a member.

🛑 Critical: Any Delete permission removes records, and Results › Delete removes inspection history. Roles › Modify, Users › Modify and Organization › Administrate let someone change who can do what. Give these to a small, trusted group and review them regularly.


Best practices

  • Build Roles around jobs, such as Ride Inspector or Maintenance Planner, not around people.

  • Start with View and add Create, Modify or Delete only when the job needs it.

  • Use permission folders when someone should edit only some Checklists.

  • Remember that Location membership, not the Role, decides which Locations' Results and Assignments someone sees.


Frequently asked questions

What permission does someone need to approve or validate checklists?

A Role with Results › Validate, plus being a Reviewer on the Schedule or Ad Hoc Slot, directly or through a User Group. For RideOps opening and closing Results, Results › Validate RideOps is enough. See Disapproving Results.

How do I make someone a super user?

You can't do it with a Role. Only Mobaro can make someone a Super User. See Activating a new Super User, or give them a Role with just the permissions their job needs.

Which permission lets someone create API keys?

Organization › Administrate. It opens Organization › Configuration, where the API tab is. Super Users can also create API keys.

How do I stop some users from seeing all the results?

Take Results › View out of their Roles and use each Schedule's Results visible to setting. See How access works in Mobaro.

Can a validator edit the answers in a result?

Not with Results › Validate alone. Changing a submitted Result's answers needs Results › Modify or Super User status.

A user without Notes › Delete can still delete notes. Is that right?

Yes, for Notes they created. Users can always delete their own Notes. Notes › Delete lets them delete other people's Notes too.

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