How do I use the permissions table?

The permissions table shows all roles and permissions of a construction site side by side – with search, category filter, fullscreen and Excel export.

The Permissions table puts all roles of your construction site side by side and shows, for every permission, which role holds it. Instead of opening each role individually, you compare them all in a single view – and adjust permissions directly in the table.

Quick answer

StepDescription
1Open Settings → Permissions table
2Filter via Search for permission or Category
3Click Edit to adjust permissions, then Save

Step 1: Open “Settings → Permissions table”

Open the permissions table in the left navigation

The first column contains the Permission, every further column stands for a role on the construction site.

Step 2: Filter deliberately

With several hundred permissions, filtering helps:

  • Search for permission – full-text search across the permission names
  • Category – restrict the view to one topic area

The „Category“ filter in the permissions table

Fullscreen hides the navigation and gives the table more width.

information

Note: The table needs a wide screen. If the window is too narrow, the note Table view not available appears instead of the table. In that case use a larger window, the fullscreen view or the Excel export.

Step 3: Adjust permissions

Click Edit, set or remove the permissions you want and confirm with Save.

Exporting permissions to Excel

Download Excel exports the complete table. That is useful for team discussions, for audits or to document the permission state of a construction site.

The „Download Excel“ button

Also read: Managing roles and permissions yourself
Also read: How do I see which employees hold a role and filter permissions?

Need further help?

If you need further assistance with roles and permissions, our support team is happy to help.