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Managing List Permission Settings in the Jolt Web Portal

How to manage list permission settings in the Jolt Web Portal to control which roles can view, complete, and manage specific checklists at each location.

Updated over a week ago

Managing List Permission Settings in the Jolt Web Portal

Learn how to manage list permission settings in the Jolt Web Portal to ensure everyone sees the lists they are supposed to see.

Overview

As a Location Website Admin, you might need to manage lists created by the main admin or subscribed from another company. Here's how to determine where changes can be made or if they are restricted.

Steps to Manage List Permissions

  1. Login to the Jolt Web Portal and navigate to Lists β†’ Edit Lists.

  2. Select a List from the available Content Group Lists.

List Type

  • Identify the type of list (e.g., List Submission, Used for Scoring) and review which settings can be edited.

Role-Based Access

  • If Location roles are available, select them as needed. Note that Content Group Roles cannot be edited.

List Schedules and Notifications

  • Change the List Schedule: If available, you can override the Content Group Repetition Set.

  • Notifications: While existing notifications cannot be deleted, you can add new ones.

List Items

  • If an item can be removed, you will see the option to Deactivate it under the three dots menu. Save all changes before leaving the page.


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