Skip to main content

Dashboard Roles

This page covers the permissions for each level of dashboard user. These permissions have been independently tested by software penetration and security consultants giving you the confidence that only the users you choose can access / change the data.

Action Tracker#


Admins#

View#

  • All teams
  • All categories within teams
  • All users
  • All actions

Change#

  • Teams
  • Categories
  • Actions
  • Users

Create#

  • Teams
  • Categories
  • Actions
  • Issues
  • Users
  • Updates to actions

Approve / reject#

  • Action updates from regular users / team leads

Delete#

  • Teams
  • Categories
  • Actions

Team leads#

View#

  • Their own team
  • All categories within their team
  • All users within their team
  • All actions within their team
  • Raise issues within their team

Change#

  • Suggest changes do deadline or completion status (must be approved by admin)

Create#

  • New categories for their team
  • New actions for their team members
  • New users as part of their team
  • Updates to their actions within their team

Approve / reject#

  • None

Delete#

  • None

Regular users (no specific permissions)#

View#

  • Their own actions

Change#

  • Suggest changes do deadline or completion status (must be approved by admin)

Create#

  • Raise issues within their team
  • Updates to their actions

Approve / reject#

  • None

Delete#

  • None

Full dashboard#


Admins#

View#

  • All priority areas
  • All interventions within priority areas
  • All users
  • All actions / milestones
  • All financiers
  • All targets

Change#

  • Priority areas
  • Interventions
  • Actions / Milestones
  • Financiers
  • Targets
  • Users

Create#

  • Priority areas
  • Interventions
  • Actions / Milestones
  • Financiers
  • Targets
  • Users
  • Issues
  • Updates to actions / milestones
  • Updates to targets

Approve / reject#

  • Action / milestone updates

Delete#

  • Priority areas
  • Interventions
  • Actions / Milestones
  • Financiers
  • Targets
  • Issues
  • Updates to actions / milestones

Priority area lead / co-lead#

View#

  • Their own priority area
  • All categories within their priority area
  • All users within their priority area
  • All actions within their priority area
  • Raise issues within their priority area

Change#

  • Suggest changes do deadline or completion status (must be approved by admin)

Create#

  • New actions / milestones for their priority area
  • New users as part of their priority area
  • Updates to their actions / milestones within their priority area

Approve / reject#

  • None

Delete#

  • None

Intervention lead / co-lead#

View#

  • Their own intervention
  • All categories within their intervention
  • All users within their intervention
  • All actions within their intervention
  • Raise issues within their intervention

Change#

  • Suggest changes do deadline or completion status (must be approved by admin)

Create#

  • New actions / milestones for their intervention
  • New users as part of their intervention
  • Updates to their actions / milestones within their intervention

Approve / reject#

  • None

Delete#

  • None

Regular users (no specific permissions)#

View#

  • Their own milestones / actions

Change#

  • Suggest changes do deadline or completion status (must be approved by admin)

Create#

  • Raise issues within their intervention
  • Updates to their actions

Approve / reject#

  • None

Delete#

  • None