Understanding Xenia's User Roles and Permissions

John
John
  • Updated

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:

The Xenia User Permissions Matrix provides a clear explanation of the roles and their corresponding access levels on the platform. It outlines what each role—Admin, Full User, Basic User, and Requester—can and cannot do, ensuring that users have the appropriate permissions to fulfill their responsibilities effectively. This matrix is essential for maintaining a secure and organized environment by defining the capabilities and limitations of each role.

Operational Template ( dependent on Template Admin vs Template Submitter Access )
Screenshot 2024-08-29 203424.png

Task & Work Orders
Screenshot 2024-08-29 203452.png

Work Request

Screenshot 2024-08-29 203518.png

Locations
Screenshot 2024-08-29 203545.png

Reporting
Screenshot 2024-08-29 203609.png

Users & Workspace
Screenshot 2024-08-29 203628.png

Others
Screenshot 2024-08-29 203655.png

What is an Admin?

An Admin is a super-user with the highest level of access on the platform, allowing them to manage tasks, work orders, templates, requests, chats, and workspace settings. They can add, edit, or remove users, teams, categories, billing plans, locations, assets, and multiple workspaces (for Enterprise plans). However, Admins cannot create requests, only accept or decline them.

What is a Full User?

Full Users have more limited access compared to Admins. They can manage tasks, work orders, and operations templates, create submissions and requests, send chats, and add users, locations, and assets. However, they cannot accept or decline requests, manage teams or categories, set up billing or change plans, or add multiple workspaces in the Enterprise plan.

What is a Basic User?

Basic Users have the least access on the platform. They can view and complete tasks assigned to them, submit templates, and chat with team members. However, they cannot create or edit tasks, templates, or requests, manage users, locations, assets, teams, or categories, set up billing, change plans, or add multiple workspaces in the Enterprise plan.

What is a Requester?

Requesters have the minimal access, mainly limited to creating requests, sending chats, and adding other Requester users. They cannot accept or decline requests, manage work orders, or create, view, or submit template submissions.

You can explore and review the complete Xenia permission matrix by following the link below. This will give you detailed insights into all the permissions and access levels available within the platform.

https://docs.google.com/spreadsheets/d/1iw7DDIdwrTR8btytuXGG5FEVITUcUtI2RHn4E9zOgBg/edit?gid=798238436#gid=798238436


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