What granular permissions are available for the project's Action Plans tool?

Add Records

Grants users the privilege to add records to an Action Plan. On by default for users with 'Standard' permissions. Note: Must be turned on for users with 'Read Only' Permissions.

Add Record Requests to Published Plans as Assignee

Grants users the privilege to add a record request if they are an assignee on that item.

Create and Edit Action Plan

Grants users the privilege to create and edit action plans. It also includes the abilities to add records, change item status, and edit item notes. See Create an Action Plan and Edit an Action Plan.

Create and Edit Project Templates

Grants users the privelage to create and edit project level Action Plan Templates. See Create and Edit a Project Level Action Plan Template.

Delete Action Plan

Grants users the privilege to delete action plans. See Delete an Action Plan.

Edit Due Date in Published Plans

Grants users the privilege to edit the due date in any published Action Plans.

Edit Item Notes as Action Plans Assignee

Grants users the privilege to edit item notes in action plans items they are assigned to.

Edit Item Status as Action Plans Assignee

Grants users the privilege to edit the status of an action plan item they are assigned to.

Edit Notifications

Grants users the privilege to edit project settings for Action Plans.

Remove Records

Grants users the privilege to remove records from an Action Plan. On by default for users with 'Standard' permissions. Note: Must be turned on for users with 'Read Only' Permissions.

Sign as Action Plan Approver

On by default for users with 'Standard' permissions and cannot be modified. See Approve an Action Plan to be Performed. Note: Must be turned on for users with 'Read Only' Permissions.

Sign as Action Plan Approver for Users within the Same Company

Grants users the privilege to sign as an Action Plan Approver for anyone is a specified company, including action plans marked as 'Private'. See Approve an Action Plan to be Performed. Note: You can only sign as an approver for users your share a company with. Action Plans does not allow you to sign as an approver for users in another company.

Sign as Action Plan Assignee

On by default for users with 'Standard' permissions. Note: Must be turned on for users with 'Read Only' Permissions.

Sign as Action Plan Assignee for Any User

Grants users the privilege to sign an Action Plan as an assignee from the project.

Sign as Action Plan Assignee for Users within the Same Company

Grants users the the privilege to sign an Action Plan as an assignee from a specified company, including action plans marked as 'Private'.

Sign as Completed Action Plan Receiver

On by default for users with 'Standard' permissions and cannot be modified. See Sign a Completed Action Plan. Note: Must be turned on for users with 'Read Only' Permissions.

Sign as Completed Action Plan Receiver for Users within the Same Company

Grants users the privilege to sign as an Action Plan Receiver for anyone is a specified company, including action plans marked as 'Private'. See Sign a Completed Action Plan. Note: You can only sign as receiver for users your share a company with. Action Plans does not allow you to sign as an receiver for users in another company.