Understanding Xenia's User Roles and Permissions

There are four types of user roles on our platform: Admin, Full User, Basic User, and Requester. Each role has different levels of access and permissions.

Please note that template-related permissions are set at the INDIVIDUAL template level.

• • Template Admins can schedule, start, and edit a template and can view ALL submission (Basic Users cannot be Template Admins).
  • Template Submitters can schedule and start a templates; these users can only view their own submissions.

Xenia User Permissions Matrix:

What is an Admin?

Admins have the highest level of access - they are super-users of the platform. Their permissions include:

• Tasks & Work Orders
  • Create, View, Edit Tasks & Work Orders
• Operations Templates
  • Create Templates
  • Edit Templates (Template-specific permissions: if they have Template Admin Access)
  • Create Submissions (Template-specific permissions: if they have Template Admin or Template Submitter Access)
• Requests
  • Accept or Decline Requests
• Chats
  • Send Chats
• Workspace Settings
  • Add, Edit. Remove Users
  • Add or Edit Teams
  • Add or Edit Categories
  • Setup Billing / Change Plans
• Add or Edit Locations
• Add or Edit Assets
• Add Multiple Workspaces (Enterprise Plan only)

However, Admins cannot:

• Create Requests (they can only Accept/Decline Requests)

What is a Full User?

Full Users have limited access to the platform compared to Admins. Their permissions include:

• Tasks & Work Orders
  • Create, View, Edit Tasks & Work Orders
• Operations Templates
  • Create Templates
  • Edit Templates (Template-specific permissions: if they have Template Admin Access)
  • Create Submissions (Template-specific permissions: if they have Template Admin or Template Submitter Access)
• Requests
  • Create Requests
• Chats
  • Send Chats
• Workspace Settings
  • Add Users
• Add or Edit Locations
• Add or Edit Assets

However, Full Users cannot:

• Accept or Decline Requests
• Add or Edit Teams
• Add or Edit Categories
• Setup Billing / Change Plans
• Add Multiple Workspaces (Enterprise Plan only)

What is a Basic User?

Basic Users have less access than Full Users and are limited to only viewing tasks assigned to them, submitting templates, and chatting with team members. Their permissions include:

• Tasks & Work Orders
  • View/Complete Tasks & Work Orders Assigned to Them
• Operations Templates
  • Create Submissions (Template-specific permissions: if they have Template Admin or Template Submitter Access)
• Chats
  • Send Chats

Basic Users cannot:

• Create / Edit Tasks & Work Orders
• Create Templates
• Create Requests
• Accept or Decline Requests
• Add Users
• Add or Edit Locations
• Add or Edit Assets
• Add or Edit Teams
• Add or Edit Categories
• Setup Billing / Change Plans
• Add Multiple Workspaces (Enterprise Plan only)

What is a Requester?

Requesters have the least amount of access and their actions are mostly limited to request creation and communication. They are allowed to:

• Create Requests
• Send Chats
• Add Requester Users

However, Requesters cannot:

• Accept or Decline Requests
• Create, View, or Complete Work Orders
• Create, View, or Submit Template Submissions