How to Manage Role-Based Access for Lists
Role-based access allows you to control who can view, complete, and manage lists in Jolt. This guide will help you set up and understand these permissions easily.
Accessing and Editing Lists
Log in to the Jolt Web Portal.
Navigate to the Lists section by going to Lists > Edit Lists.
Select the list you want to manage.
Setting Up List Access
Who Can View and Complete This List:
Anyone Can View and Complete This List: If you check this option, everyone can see and complete the list if it appears in their app.
Specific Roles: Uncheck this option to limit access. You’ll need to select which specific roles can view and complete the list.
Per Person List Schedules:
Each Person Gets Their Own Copy: If enabled, everyone in the selected roles will receive their own personal copy of the list.
Assigning and Managing Roles
Assign Roles:
Assigned: Choose roles to give employees access to complete the list tasks.
Manage Roles:
Manage: Select roles to allow individuals not only to complete tasks but also to assign tasks to others. For more information on assigning specific tasks, check out the article Assign Specific Tasks to Employees.
Creating and Restricting Access
Create Settings:
Revoke Access: Decide who should not be able to create instances of this list. You can set specific profiles that should not have the option to create new instances of this list.
Additional Resources
Create List Instances on the Jolt App
Create List Instances | Jolt Lite
Create List Instances | Web Portal