Defined Permission Options

Disclaimer: You will receive multiple notifications before and after your district is scheduled to be migrated to the Enhanced Permissions. Please note that this is a phased rollout plan, and our team has carefully planned the process for each district. This knowledge base guide applies to the districts that have access to the enhanced permissions.

Section	Permission Option Name	Description
AI Access	Enable AI Access	Allows users to interact with the AI Ticket Assistant.
	Enable AI Admin	Allows users to access the Admin > AI left-nav page, which displays the Chat Replay functionality

Apps & Integrations

Section	Permission Option Name	Description
Announcements	Create Announcements	Allows users the ability to create announcements. Users can edit their own announcements, but cannot edit those created by others. Additional Required Permission: View Apps Left Nav and View Announcements App.
	Manage Announcements	Allows users the ability to manage all announcements. It provides access to the Announcements and Settings tabs. Additional Required Permission: View Apps Left Nav, View Announcements App, and Create Announcements.
	View Announcements App	Allows users to access the Announcements app with view-only access without exposing other installed apps or account-level app management. Additional Required Permission: View Apps Left Nav
Apps Administration	Manage Apps & Integrations	Reveals Apps on the left navigation. Allowing users to access the Incident IQ App Catalog and manage all apps and integrations.

Assets

Section	Permission Option Name	Description
Assets	Assign Owner	Reveals the basic Check In/Out feature on the left navigation and the ability to assign assets on the asset details page. Additional permission option required: View Asset List and Details
Batch Check in/out	Allow users direct access to Deployment (Rollout Scout) abilities without needing any dependent Asset permissions to be active. Reveals Asset > Deployment> Batch Check In/Out on the left navigation for Agent and Admin roles. Reveals Deployment> Batch Check In/Out on the left navigation for requestor roles.
Create Assets	Reveals the Create Asset button on the left navigation and the top right corner on the Asset Explorer page. Addition permission options that are required: View Asset List and Details Edit Asset Details Assign Owner
Delete Assets	Reveals Delete Assets on the left navigation, and Delete Asset in the "Options" dropdown on the Asset Details page. Please note the bulk action Delete Asset will be visible to all users. However, users are unable to perform this action without this permission option. Addition permission options that are required: View Asset List and Details Edit Asset Details Create Assets Assign Owner
Edit Asset Details	Reveals Edit Asset on the "Options" dropdown on the Asset Details page. Enables the bulk actions for editing assets. Addition permission options that are required: View Asset List and Details Assign Owner
List Assets	Allows searching and selecting of assets for favorite/quick ticket submissions without having to give full “view” access
View Asset List and Details	Reveals Asset > Asset Explorer on the left navigation. Users will have the ability to create asset custom views.
View Asset Timeline/ Log	Reveals the "Timeline" tab on the Asset details page. Additional permission option required: View Asset List and Details Formerly known as "View Log"
View Import Assets	Reveals Import Assets on the left navigation. Addition permission options that are required: View Asset List and Details Edit Asset Details Create Assets Assign Owner

Asset Access	Access Assets Nav Item

Asset Administration	Manage Asset Groups	Reveals Asset Groups on the left navigation and the ability to create asset groups.
Manage Asset Models	Allow users to view, create, edit, and delete Asset Models. Reveals the following on the left navigation under Administration > Models, Model Categories, and Manufactures.
Manage Funding Sources, Statuses, and Types	Allow users to view, create, edit, and delete Asset Funding Sources, Asset Statuses, and Asset Types. Reveals the following on the left navigation under Administration > Asset Funding Sources, Asset Statuses, and Asset Types. Formerly "Manage Asset Options".

Audit Manager	Manage Asset Audit Policies	Allow users to view, create, edit, and delete Audit Policies View Audit Policies List and Details permission option is required to use the access Audit Manager on the left Navigation. Additional permission option required: View Audit Policies List and Details
View Audit Policies List and Details	Reveals Audit Manager on the left navigation. Users are only able to view the different verification policies.

Spare Pool	Issue Spares	Allow users to issue Spares when working tickets.
Manage Spare Groups	Allow users to view, create, edit, and delete Spare Groups. Additional permission option required: Manage Spare Pools
Manage Spare Pools	Reveals Spare Pools > Dashboard and Manage on the left navigation. Allow users to view, create, edit, and delete Spare Pools.

Dashboard

Section	Permission Option Name	Description
Calendars	Manage Calendars	Additional permission option required: View Calendars
View Calendars

Knowledge Base (KB)	Manage Knowledge Base Articles	Allow users to create, edit, and delete knowledge base articles. Additional permission option required: View knowledge base articles
View Knowledge Base Articles

Events

Section	Permission Option Name	Description
	Double Book Events	Allows users to book multiple events at overlapping times in the same room
Events	Manage Events	Reveals Events section on the left navigation as well as the New Event button on the left navigation. Allow users to Create, Edit, and Delete events. Additional permission options required: View Events Left Nav View Events
Override Room Availability	Allows users with the ‘Manage Events’ permission to book events outside of the availability configured for a room. This includes the ability to override Room Availability times and Lead Time Thresholds.
View Events	Reveals Events > All Events and Upcoming Events on the left navigation. Allow users to access to see All Event, Upcoming Events and create custom views for events. Additional permission option required: View Events Left Nav
Event Access	View Events Left Nav
Events Administration	Manage Event Fees	Reveals Events > Events Fees on the left navigation. Allow users to create, edit, and delete Event Fees. Additional permission option required: View Events Left Nav
Manage Event Types	Reveals Events > Events Types on the left navigation. Allow users to create, edit, and delete Event Fees. Additional permission option required: View Events Left Nav
Manage Organization and Organization Types	Reveals Events > Organizations on the left navigation. Allow users to create, edit, and delete Organization and Organization Types. Additional permission option required: View Events Left Nav

Forms

Section	Permission Option Name	Description
Form Designer	Manage All Forms	Allow users to view, create, edit, and delete any Form and edit any Form's local permissions Allow users to view the submission of the forms. Additional permission option required: View Forms List and Details
View Forms List and Details	Reveals Forms > My Submissions and Form Designer on the left navigation. Please note that users will see the ability to create/edit a form. But without additional permissions, they will get an error message.

Parts

Section	Permission Option Name	Description
Parts	Manage Parts	Reveals Parts Explorer, Part Usage, and Part List under Parts on the left navigation. Allow users to view, create, edit, and delete Parts. Additional permission option required: View Parts List and Details
Manage Parts Categories	Allow users to view, create, edit, and delete parts categories. Reveals Part Categories under Admin on the left navigation. Addition permission options that are required: View Parts Categories List and Details View Parts List and Details Manage Parts
View Parts Categories List and Details	Reveals Parts Categories under Admin on the left navigation. Additional permission option required: View Parts List and Details
View Parts List and Details	Reveals Parts Explorer, Part Usage, and Part List under Parts on the left navigation. Users will have the ability to create Part custom views.

Parts Inventory	Adjust Inventory	Reveals Adjust Inventory in the options dropdown of the Inventory tab on the Parts Details page. Addition permission options that are required: View Inventory Manage Inventory Create Inventory
Create Inventory	Addition permission options that are required: View Inventory Manage Inventory
Edit Inventory Location Settings	Allow users to edit the minimum quantity for a specific Location. Reveals the option to Edit Location Settings on Inventory Cards on the Inventory Tab of the Parts Details page Addition permission options that are required: View Inventory Manage Inventory
Manage Inventory	Allow users to view, create, import, edit, and delete Inventories Additional permission option required: View Inventory
Transfer Inventory	Allow users to transfer Inventory from their Location. Addition permission options that are required: View Inventory Adjust Inventory Create Inventory
Use Inventory	Allow users to apply Inventory to Tickets Additional permission option required: View Inventory
View Inventory

Parts Procurement	Manage Funding Sources	Allow users to view, create, edit, and delete a Funding Source. Addition permission options that are required: View Funding Sources List and Details View Parts List and Details Manage Parts
Manage Purchase Orders	Allow users to view, create, edit, delete, and approve Purchase Orders Addition permission options that are required: View Purchase Orders List and Details View Parts List and Details Manage Parts
Manage Suppliers	Allow users to view, create, edit, and delete Suppliers. Addition permission options that are required: View Suppliers List and Details View Parts List and Details Manage Parts
View Funding Sources List and Details	Reveals Funding Sources under Parts on the left navigation. Additional permission option required: View Parts List and Details
View Purchase Orders List and Detail	Reveals Purchase Order under Parts on the left navigation. Additional permission option required: View Part List and Details
View Suppliers List and Details	Reveals Suppliers under Parts on the left navigation. Additional permission option required: View Forms List and Details

Places

Section	Permission Option Name	Description
Existing Places	Create Maps	Allows users to create and upload maps. This setting is location-based and can be configured differently for Maps visibility across multiple locations.
Edit Maps	Reveals the “Edit Mode” toggle when viewing a map, and gives the ability to plot assets and rooms. This setting is location-based and can be configured differently for Maps visibility across multiple locations.
Manage Locations and Rooms	Allow users to edit and delete Locations and Rooms. Additional permission option required: View Locations and Rooms Lists and Details
Manage Maps	This permission option allows users to access the Map Settings page from the left navigation.
View Locations and Rooms Lists and Details	Reveals Places > Location and Rooms on the left navigation. Please note the new location and room buttons will be visible. However, users are unable to create without additional permissions. Additional permission option required: View Places Left N
View Maps	This option reveals Maps on the left navigation. This setting is location-based and can be configured differently for Maps visibility across multiple locations.

New Places	Create Locations and Rooms	Allow users to create Locations and Rooms. Addition permission options that are required: View Locations and Rooms Lists and Details
Import Locations	Reveals Import Locations on the left navigation. Addition permission options that are required: View Locations and Rooms Lists and Details Create Locations and Rooms
Import Rooms	Reveals Import Rooms on the left navigation.
Places Access	View Places Left Nav	Reveals Places section on the left navigation. This permission option is required to give users access to the Places section on the left navigation.

Report

Section	Permission Option Name	Description
Analytics Explorer	View Analytics Reports	Reveals Report on the left navigation. On a ticket view, the Analytics button will be available.

Site Level

Folder	Permission Option Name	Description
Login	Log in to Incident IQ
Rules	Manage Rules	Allow users to create, edit, and delete Rules. Additional permission option required: View Rule List
View Rule Logs	Allow users to view the rules log on Tickets.
View Rules List	Allow users to view the Rule List. Reveals Rules under Admin on the left navigation.

Site Administration	Manage Custom Fields	Allow users to view, create, edit, and delete Custom Fields. Reveals Custom Fields under Admin on the left navigation.
Manage Custom Names	Reveals Custom Names under Admin on the left navigation. Allows user to view, create, edit, and delete custom names.
Manage Issues	Reveals Issues under Admin on the left navigation. Allows user to view, create, edit, and delete ALL issues.
Manage Label Templates	Reveals the Label Templates page on the left-hand navigation under Admin. Users will also need the View Admin Left Nav permission.
Manage Mapping Aliases	Reveals Mapping Aliases under Admin on the left navigation. Allow users to view, create, edit, and delete Mapping Aliases.
Manage Permissions	Reveals Permissions under Admin on the left navigation. Allows users to view, create, edit, delete, and apply Policies. Allows users to bulk update users' Permissions and Set Roles in bulk actions.
Manage Required Fields	Allow users to view, create, edit, and delete Required Fields. Reveals Required Fields under Admin on the left navigation.
Manage Role Visibility for iiQ Features
Manage Site Options	Reveals Site Options under Admin on the left navigation.
User Developer Tools	Reveals Developer Tools under Admin on the left navigation.
Use Extended Bulk Actions	Allow users to perform bulk actions on more than 200 items at a time in any list view they have permission to manage. Reveals the Select All Items button on any view with bulk actions.
View Jobs Status	Jobs include SIS synchronizations and bulk exports. Reveals Jobs under Admin on the left navigation.

Tickets

Folder	Permission Option Name	Description
Change Management	Manage Change Requests	Allows users to view and create Change Requests linked to a ticket
Problem Tickets	Add To Problem Ticket	Reveals the “Add to Problem Ticket” actions for tickets below: Ticket Grid: Bulk adding to a problem ticket (from the grid page) Ticket Details: Adding a ticket to a problem ticket View Permission is automatically added along with "Add To Problem Ticket."
	View Problem Ticket	Reveals “Problem Ticket” navigation item under “Tickets” in the left Navigation See Problem Ticket in Left Navigation See the Problem ticket dashboard widget If the user does not have View Permission, the user can still see problem tickets by filtering by tag. The user will need to be able to work and resolve other tickets AND have the Add to Problem Ticket permission to work Problem Tickets
Submit Ticket	Submit Ticket

Ticket Templates	Manage Ticket Templates	Allow users to view, create, edit, and delete Ticket Templates. Reveals Ticket Templates under Tickets on the left navigation.
	Submit via Ticket Templates

Tickets	Change Agent	Allow users to change the Assigned user on a Ticket. Please note the bulk action Assign will be visible to all users. However, users are unable to perform this action without this permission option. Addition permission options that are required: View Ticket List and Details Work Tickets
Change Ticket Priority	Allow users to change the priority level of tickets by selecting the priority level at the top of a ticket or selecting More > Change Priority. Please note the bulk action Change Priority will be visible to all users. However, users are unable to perform this action without this permission option. Addition permission options that are required: View Ticket List and Details Work Tickets
Delete Ticket	Allow users to delete a ticket by selecting More > Delete from a ticket or using the bulk action. Please note the bulk action Delete Ticket will be visible to all users. However, users are unable to perform this action without this permission option. Addition permission options that are required: View Ticket List and Details Resolve Tickets
Edit Due Date	Allow user to set/edit Due Date field on tickets. This permission check will be implemented for the Ticket Details page, bulk actions operations for Tickets, and Shortcuts. Addition permission option that is required: View Tickets List and Details
Resolve Ticket	Allow users to resolve tickets. Addition permission options that are required: View Ticket List and Details Work Tickets
Share Shortcuts	Allows a user the ability to share shortcuts and text snippets
View Analytics Report for Tickets
View Ticket List Details
Work Tickets	Allow user to start and work tickets. Please note the bulk action Work will be visible to all users. However, users are unable to perform this action without this permission option. Additional permission option required: View Ticket List and Details

Tickets Access	View Tickets Nav Item	Reveals Tickets section on the left navigation. This permission option is required to give users access to the Ticket section on the left navigation.

Ticket Administration	Manage Service Level Agreements (SLAs)	Allow users to view, create, edit, and delete SLAs Reveals SLAs under Admin on the left navigation.
Manage Shared Quick Tickets	Allow users to view, create, edit, and delete Shared Quick Tickets Reveals Quick Tickets under Admin on the left navigation.
Manage Site Priority Levels	Reveals Priorities under Admin on the left navigation. Does not include the default priority of new Tickets, which is managed via Site Options.
Manage Tags	Allow users to view, create, edit, and delete Tags. Reveals Tags under Admin on the left navigation.
Manage Ticket Statuses	Allow users to view, create, edit, and delete Ticket Statuses. Reveals Ticket Statuses under Admin on the left navigation.
Manage User Satisfaction Surveys	Allow users to view, create, edit, deactivate, and delete User Satisfaction Surveys and view Survey Results on Tickets they can work. Reveals Survey under Admin on the left navigation.
View Deleted Tickets	Reveals Deleted Tickets under Tickets on the left navigation.

User Files

Folder	Permission Option Name	Description
File Categories	Manage File Categories	Reveals File Categories under Admin on the left navigation. Allow users to view, create, edit, and delete File Categories.
View File Categories List and Details	Reveals File Categories under Admin on the left navigation.

Private Files	Manage All Private/Internal Files
View All Private/Internal Files

Public Files	Manage App Public Files
Manage My Files
View All Public Files
View Public Files on My Profile

Users

Folder	Permission Option Name	Description
Labor Rates	Manage Labor Rates	Allow users to adjust the labor rates within a User Profile
	View Labor Reports	Allow users to view Labor Reports and associated left nav item
	View Labor Summary	If a user has permissions to View Labor Summary, they should be able to: View the Labor summary on a ticket (that includes hourly rates) View Cost Summary of the ticket (widget in lower right-hand corner) View Labor Rates widget on User Profile
Teams	Manage Teams	Allow users to view, create, edit, assign members to, and delete Teams. Enables the bulk actions Set Team and Remove from a Team. Additional permission option required: View Teams List and Details
View Teams List and Details	Reveals Teams under Admin on the left navigation.
Users	Import Users	Reveals Import Users under Users on the left navigation. Addition permission options that are required: View Users List and Details Manage Users
List User	Allow users to search and submit ticket on behalf of other users.
Manage Users	Allow users to view, create, edit, and delete any manually generated User Account (as opposed to an AD, SSO, or SIS generated account). Enables additional bulk actions Set Location and Set Initial Product. Additional permission option required: View Users List and Details
View Users List and Details	Reveals Users > User Explorer on the left navigation. User Accounts exist site-wide and are not product-dependent. Users will have the ability to create user custom views.

Users Access	Access Users Nav Item

Users Administration	Merge Users	Allow users to merge user profiles by selecting Actions > Merge from users profile.

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Hannah Bailey - Director, Customer Engagement

AI Access

Apps & Integrations

Announcements

Apps Administration

Assets

Assets

Asset Access

Asset Administration

Spare Pool

Dashboard

Calendars

Knowledge Base (KB)

Events

Events

Events Administration

Forms

Form Designer

Parts

Parts

Parts Inventory

Parts Procurement

Places

Existing Places

New Places

Places Access

Report

Analytics Explorer

Site Level

Login

Rules

Site Administration

Tickets

Change Management

Problem Tickets

Submit Ticket

Ticket Templates

Tickets

Tickets Access

Ticket Administration

User Files

File Categories

Private Files

Public Files

Users

Teams

Users

Users Access

Users Administration