Group Permission Templates

Permission templates let you set up what a group can do in one click, then refine the details. Every member of the group inherits the permissions you configure here.

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Shows: The group's Permissions tab with the Operator/Observer/Admin templates and the per-capability View/Edit/Create/Delete toggles

Alt text: Group Permissions tab showing permission templates and capability toggles.

How to apply a permission template to a group

1. Open the group and go to its Permissions tab.
2. Choose a template — Operator, Observer, or Admin — to load a sensible starting set of permissions.
3. Review the per-capability View / Edit / Create / Delete toggles and adjust any that don't fit the group.
4. Save. The permissions apply to everyone in the group across the platform.

The templates and toggles

• Operator — day-to-day access for staff who manage vehicles and operations.
• Observer — view-focused access for users who monitor but don't change data.
• Admin — full access, including creating and deleting records.
• View / Edit / Create / Delete — the four toggles set for each capability, so you control exactly what the group can see and change.

Frequently asked questions

Does a template lock the permissions?

No. A template only loads a starting set — you can override any View/Edit/Create/Delete toggle afterwards to match the group.

Who is affected by these permissions?

Everyone who is a member of that group. Changing the group's permissions changes what all its members can do across the platform.

Related

• Set User Privileges
• Create and Manage a Vehicle Group