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User Roles and Permissions

Outline of all the different type of roles found in Unify and the permissions they have.

Tanner Applegate avatar
Written by Tanner Applegate
Updated over 11 months ago

See below the permissions for:

  • Company

  • Groups

  • Locations

  • Apps

  • App Notes

Company Permissions

Permission

Company Admin

Company Manager

Company User

Company Guest

Change Company Settings

Yes

No

No

No

Access Billing Settings

Yes

No

No

No

Invite Users

Yes

Yes

No

No

Edit Other User Roles

Yes

No

No

No

Remove Users from Company

Yes

Yes

No

No

Can Create Apps

Yes

Yes

Yes

Approval Rqd*

Can Create Groups

Yes

Yes

Yes

No

Can View and Access all Groups in Company

No

No

No

No

Can View and Access all Locations in Company

Yes

No

No

No

*Approval Required: All apps created by guests will be sent to a Company Admin first for approval. Once approved, the Company Admin will be an admin on that app and the guest will be shared access.

Group Permissions

Permission

Group Admin

Group Manager

Group User

See Group

Yes

Yes

Yes

Add Apps to Group

Yes

Yes

Yes

Change Group Name

Yes

No

No

Manager Users in Group

Yes

Yes

No

Can Delete Group

Yes

No

No

Apps Settings for Apps found in Group

Access to Apps in Group (with location permission)

Yes

Yes

Yes

Access to Apps in Group (without location permission)

No

No

No

Access App Usernames and Passwords

Yes

No

No

Change App Usernames and Passwords

Yes

No

No

Change App Location Settings

Yes

No

No

Change App Share Settings

Yes

No

No

Change App Name and URL Settings

Yes

No

No

Location Permissions

Permission

Location Admin

Location User

See Location

Yes

Yes

Add Apps to Location

Yes

Yes w/ App Admin Access

Change Location Name

Yes

No

Manager Users in Location

Yes

No

Delete Location

No

No

App Permissions

Permission

Share Type

App Admin
​OR
​Group Admin

App User
​OR
​Group User

Edit Credentials

Private

Yes

-

Edit Credentials

Link Only

NA

NA

Edit Credentials

Indiv. Credentials*

Yes

Yes

Edit Credentials

Shared Credentials

Yes

Request Password Update

Edit Share Settings

Private

Yes

-

Edit Share Settings

Link Only

Yes

No

Edit Share Settings

Indiv. Credentials

Yes

No

Edit Share Settings

Shared Credentials

Yes

No

Edit Location Settings

Private

Yes

-

Edit Location Settings

Link Only

Yes

No

Edit Location Settings

Indiv. Credentials

Yes

Yes

Edit Location Settings

Shared Credentials

Yes

No

Add Note

Private

Yes

-

Add Note

Link Only

Yes

Yes

Add Note

Indiv. Credentials

Yes

Yes

Add Note

Shared Credentials

Yes

Yes

*Indiv. = Individual Credentials

App Note Permissions

Permission

Share Type

App Admin

App Note Author

App User

View Note

Private

No

Yes

No

View Note

Shared with Admin

Yes

Yes

No

View Note

Shared with All

Yes

Yes

Yes

Edit Note

Private

No

Yes

No

Edit Note

Shared with Admin

Yes

Yes

No

Edit Note

Shared with All

Yes

Yes

Yes

Remove Note

Private

No

Yes

No

Remove Note

Shared with Admin

No

Yes

No

Remove Note

Shared with All

No

Yes

No

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