Answer
The ANVL permissions model defines what someone can access, what they can do, and what advanced capabilities they can be given across ANVL.
Access is made up of three layers:
Roles — basic product access
Special Rights — advanced capabilities
Account-Level Settings — user-specific management or visibility behaviors
Roles give someone access to the main ANVL products. Special Rights extend what they can do beyond basic access. Account-Level Settings control certain user management and visibility behaviors.
A person may have one role, both roles, or a role plus one or more Special Rights depending on what they need to do.
Steps
Review whether the user needs access to:
ANVL Insights
ANVL Workflows
or both
Assign the correct Role:
ADMIN for ANVL Insights
TECH for ANVL Workflows
Decide whether the user also needs any Special Rights:
Admin Portal
Workflow Management – Create
Workflow Management – Edit
Workflow Management – View
Workflow Management – Delete Draft
Workflow Management – Publish (UAT)
Workflow Management – Publish (All)
Insights AI
Review whether the user needs either Account-Level Setting:
Can Modify User
Hidden User
Assign only the access needed for the person’s responsibilities.
After changes are made, confirm the user can access the correct ANVL areas and only the capabilities they need.
Permissions Model: ANVL Workflows
Level | Level Name | Level Description |
0 | ANVL Workflows User / TECH / ANVL Mobile | Grants access to ANVL Workflows (Mobile App and Web) to complete assigned workflows and capture field data, including photos, videos, notes, signatures, and checklist responses. Supports offline execution with automatic sync when connectivity is restored. |
Special Right | Hidden User | Provides system access without operational visibility. User is hidden from assignments and user dropdown lists but retains system access (typically for support or integration use cases). |
Permissions Model: ANVL Insights
Level | Level Name | Level Description |
0 | ANVL Insights User / ADMIN / ANVL Web | Grants access to ANVL Insights (Manager Dashboard) to review site and organizational data, including Live Feed, completed workflows, Assignments, and analytics. Enables visibility into safety trends, workflow activity, and leading indicators. |
Special Right | Can Modify User | Grants access to the Users tab for site-level user management. Allows adding, editing, activating, and inactivating users within assigned site(s). Does not grant Admin Portal access. |
Special Right | Workflow Management – View | Provides read-only access to workflow templates, including structure, logic, and content. No editing or publishing capabilities. |
Special Right | Workflow Management – Create | Allows creation of new workflows using Mobilize AI. Does not allow editing or publishing existing workflows. |
Special Right | Workflow Management – Edit | Allows editing of existing workflow templates within the Workflow Editor. Changes remain in draft until published. Does not allow publishing. |
Special Right | Workflow Management – Publish (UAT) | Allows publishing workflows to Demonstration sites (“groupType”:”UAT”) only. |
Special Right | Workflow Management – Publish (All) | Allows publishing workflows to Demonstration and Production sites. |
Special Right | Workflow Management – Delete Draft | Allows deletion of unpublished workflow Drafts at the organization level. Applies globally and is not restricted by site. This action permanently removes Drafts and may impact in-progress configuration work. Grant with caution. |
Special Right | Insights AI / Risk Insights | Grants access to Insights AI to identify trends, risks, and performance gaps across workflow data. Provides AI-generated insights including supporting evidence, workflow context, and recommended actions. |
Special Right | Hidden User | Provides system access without operational visibility. User is hidden from assignments, Users tab, and supervisor lists but retains system access (typically for support or integration use cases). |
Special Right | System Manager / Admin Portal | Grants access to the ANVL Admin Portal for organization-level administration, including user management, Group (site) configuration, Special Rights governance, and bulk administrative actions across the entire organization. This permission provides broad, organization-wide control and should be restricted to Business Administrators only. Grant with caution. |
Distribution List | Email Digest (Daily Usage Report) | Sends a daily summary of ANVL usage, including workflows completed, interventions, and Stop Work events. Provides visibility into adoption and engagement at the site and employee levels. |
Distribution List | Escalation Notification – Stops | Sends a real-time email and/or SMS alerts when a Stop Work event occurs, enabling immediate supervisor or leadership response. |
Distribution List | Escalation Notification – Flags | Sends a real-time email and/or SMS alerts when an employee raises a Flag within a workflow. |