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8. Roles and Permissions

User & Administration Guide — Version 1.0.16.0

Guide summary

Hybrid RBAC combines SharePoint list security with an in-app role matrix for feature access.

Roles and Permissions settings
Roles & Permissions — custom roles, user assignments, and feature matrix.

Layer 1 (SharePoint) controls who can read and write list items. Layer 2 (app roles) gates navigation areas such as Ticket Overview, reports, settings tabs, and ticket actions like internal notes or delete.

  • Assign users to built-in or custom roles under Settings → Roles & Permissions.
  • Toggle features per role in the permission matrix.
  • Members may be restricted to view-own tickets only.