Admin users belong to the top level of the hierarchy. These users have permission to perform all actions in the organization.
Service Admin falls just below the Admin profile in the hierarchy. Users with this profile can perform every action, but will not be able to view all the cards in the organization. However, these are the initial permissions which can be modified in the profile anytime.
The Manager profile falls third in the hierarchy. These users can perform every action, but will not be able to view all the cards in the organization. Also, the users of this profile will be not able to access the Settings section which hosts major modules like Forms and Blueprints. Although these are the initial permissions, they can be modified in the profile anytime.
The User profile is only allowed to access the basic details, such as editing cards assigned to them and requested by them. They can also pick up any unassigned card to work on it. Although these are the initial permissions, they can be modified in the profile anytime.
Admin | Service Admin | Manager | User | |
View | ||||
Cards assigned to others | ✓ | X | X | X |
Edit | ||||
Cards assigned to me | ✓ | ✓ | ✓ | ✓ |
Cards assigned to others | ✓ | ✓ | ✓ | X |
Cards requested by me | ✓ | ✓ | ✓ | ✓ |
Team assigned to Card | ✓ | ✓ | ✓ | X |
Delete | ||||
Cards assigned to me | ✓ | ✓ | ✓ | X |
Cards assigned to others | ✓ | ✓ | ✓ | X |
Cards requested by me | ✓ | ✓ | ✓ | X |
Assign | ||||
Cards to myself | ✓ | ✓ | ✓ | ✓ |
My Cards to others | ✓ | ✓ | ✓ | X |
Cards to others | ✓ | ✓ | ✓ | X |
Manage | ||||
Settings | ✓ | ✓ | X | X |
Reports | ✓ | ✓ | ✓ | X |
Blueprint preview | ✓ | ✓ | ✓ | ✓ |
Import Cards | ✓ | X | X | X |
Initially, the audit logs will only be visible for Admin profiles. However, they can be enabled for other profiles at any point of time.
Admin | Service Admin | Manager | User | |
View | ||||
Card Logs | ✓ | X | X | X |
Other Logs | ✓ | X | X | X |
Admin | Service Admin | Manager | User | |||||||||
Hide | Read only | Read/Write | Hide | Read only | Read/Write | Hide | Read only | Read/Write | Hide | Read only | Read/Write | |
Title | X | X | ✓ | X | X | ✓ | X | X | ✓ | X | ✓ | |
Due On | X | X | ✓ | X | X | ✓ | X | X | ✓ | X | ✓ | |
Comments | X | X | ✓ | X | X | ✓ | X | X | ✓ | X | ✓ | |
Other fields | X | X | ✓ | X | X | ✓ | X | X | ✓ | X | ✓ |
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.