Equip gives you full control over who can see, edit, or delete information across your organization. The Permission Settings page allows you to define what different user roles—Admins, Supporters (mentors, supporters, or providers), and Participants (students, clients, or residents)—can do by default.
This ensures sensitive information stays secure, while still giving each team member access to the tools they need.
⚙️ Navigate to Permission Settings
Click your profile photo in the top-right corner
Select Account Settings from the dropdown menu
In the left-hand menu, click Permission Settings
🔐 Access Controls for Documents & Notes
The first section on the page allows you to set default permissions for two important types of information:
User Documents – Files attached to a user’s profile (e.g., intake forms, medical releases)
User Notes – Written notes associated with a user (e.g., behavior observations, support updates)
For each role (Admin, Supporter, Participant), you can check boxes to allow or restrict these actions:
Can View – See the document or note
Can Edit – Make changes to it
Can Delete – Permanently remove it
These settings apply across your organization and ensure consistency in what different users are allowed to do. These can be edited on an individual basis, by navigating to the user's profile and editing.
📊 Report Access Controls (Mentors with Web Access)
The second section defines which reports are available to Admins and Supporters with web access (those using the Equip web platform—not just the mobile app).
You’ll see a table organized by data category, report type, and user role. You can grant or restrict access to reports such as:
Assessments – Responses, summaries, and shared links
Employment – Employer, supervisor, and job details
Events – Attendance and event-specific info
Forms – Responses, links, and expiration details
Goals – Goal progress, details, and waypoints
Groups – Group chat, demographics, and details
Moods – Mood entries and trends
Notes – Note details across users
Routines – Routine tracking and daily structure
Users – Access to user directories, mentor profiles, and participant records
Simply check or uncheck boxes to determine if Admins or Web Mentors should have access to each report type.
✅ Save Your Changes
Once you’ve adjusted all the permissions to your preference, don’t forget to click Save at the bottom of the page. Your updates will apply immediately across your organization.
Equip Tip: Use permissions to protect participant privacy while empowering supporters with the insights they need. Review these settings regularly—especially when team roles change.