Manuals

A Manual is a container for Procedures. If you so choose, you can use Manuals to keep Procedures grouped together by function or other categories.

Manual Members & Roles

A Manual Member is an Organization Member with a specific Manual Role.

Just as an Organization has Members that are assigned Roles to control levels of access, Manuals have Members that are assigned different Roles and given different levels of access. Manual Roles include Owner, Manager, Worker, and Viewer.

By assigning Manual Roles to Accounts in your Organization, you can tailor access so that every team member has the guidance they need to perform their job with precision and excellence. At the same time, your control over Manual Roles ensures the security and fidelity of your systems. 

• Viewer: May view Procedures & create Assignments from them.

• Worker: Viewer + may view all Assignments of Procedures in a Manual.

• Manager: Worker + may edit Procedures & update Assignments.

• Owner: Manager + may add/remove Manual Members & update their Roles.

Related Articles

Step-by-Step

Add Members to a Manual

Create a Manual

Change Roles of Manual Members

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