Knowledge base / Asset Management / Roles & permissions
Roles & permissions
Three layers decide what a person can do: SharePoint groups on the lists, the app role from the Asset team list, and the plan.
| Capability | Admin | Manager | Auditor | Employee |
|---|---|---|---|---|
| Portal: my assets, requests, approvals, receipt confirmation | ✓ | ✓ | ✓ | ✓ |
| Assets: view, create, check-out / check-in, bulk, export, labels | ✓ | ✓ | view | own only |
| Requests: triage, approve-configured fulfilment, close | ✓ | ✓ | view | own only |
| Maintenance, audits (record), contracts | ✓ | ✓ | view | — |
| Vendors, announcements, import, device sync review | ✓ | ✓ | — | — |
| Settings, security, flows, licence | ✓ | — | — | — |
Auditors are read-only and never take a licence seat. Site owners act as admins only while no active admin exists.
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