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The interaction between Roles and Improvements

Who can see my Improvement?

  • If an Improvement is public and not in the "New" status, anyone with the "View," "View New," or "View New & Assign" permission for Improvements in that Location can see it. In most organizations, nearly everyone can access such an Improvement.

  • If an Improvement is public and in the "New" status, anyone with the "View New" or "View New & Assign" permission for Improvements in that Location can see it.

  • If an Improvement is private, it can only be seen by the people on its team or who have the "View Private" permission for Improvements in that Location can see it. 

 

What can I do with an Improvement?

Everyone with access to an Improvement can:

Beyond those basic abilities, there are two factors that determine what you can and can’t do with an Improvement:

 

1) What is your relationship to the Improvement?

  • Responsible Person

  • Assigner

  • Author

  • Collaborator

  • Follower

 

2) Do you have any Roles with special Improvement permissions?

  • View New & Assign
    Permission to view other people’s new Improvements and assign Improvements the user can access within the selected Location(s).

  • View New
    Permission to view other people's new Improvements within the selected Location(s).

  • View
    Permission to view other users’ public Improvements within the selected Location(s) that are not in the new status.

  • View Private
    Permission to view other users' private Improvements within the selected Location(s).

  • Edit
    Permission to edit Improvements the user can access within the selected Location(s).

  • Honor Roll
    Permission to add Honor Roll to Improvements the user can access within the selected Location(s).

  • Toggle Private
    Permission to toggle the private/public state of Improvements within the selected Location(s).

  • Delete
    Permission to delete Improvements the user can access within the selected Location(s).

 

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