Project Team User Permission Levels

List of available permissions for Project Team members

Permission Create Assessment View Own Assessments View All Assessments Assessment Count View Transcript and Document Delete Assessment Export Assessments Manage Workflow and Widgets Schedule Tasks Reassign App to Another User
View Own Assessments Yes Yes  No   No  No   No    No   No   No  No
View All Assessments Yes Yes Yes Yes   No   No   No   No   No  No 
Team Administrator Yes Yes  Yes  Yes  Yes Yes  Yes   Yes  Yes Yes 


  • The owner of Assessments can also view the Transcript and Document of completed
    Assessments even if they do not have the Team Administrator permission levels.
  • The user who is assigned next in the workflow cannot view the transcript once the Assessment has progressed in the workflow beyond their point of contribution


Permissions required for Project Teams with multiple Apps

  • Users must have the account level permission to "View All Apps"
  • To add multiple Apps into a Project Team, users must have the "Team Administrator" Project Team level permission in addition to the account level permission "Assign Apps to Project Teams"


How to configure permission levels for Project Team members

  1. As the Team Administrator, navigate to the relevant Project Team and click on to the "Team Members" tab
  2. In the "Permission Level" column, define permissions for each user using the drop-down