Permissions
Roles, module permission levels, report access and mobile app permissions.
By MaryGrace1 author4 articles
- Control which reports each role can runReport Access under Account Settings > Permissions decides which reports each General Admin or supporter role sees on the Reporting page; Super Admins always get every report, and a new…
- Understanding Equip mobile app permissions by roleHow a role's scope of support, PHI and Legal access, and module levels map to the mobile app for team members, what participants always get, what Super Admins bypass, and…
- Set what each role can see and doChoose role permissions module by module: what Viewer, Supporter, and Administrator allow, how scope and sensitive-data access interact, and which record restrictions still apply.
- Understanding Role Terminology in EquipDiscover how Equip adapts role terminology to match your organization's language, enhancing user experience.