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Managing Granular Permissions

Fine-tune exactly what each role can see and do — module by module, action by action.

Managing Granular Permissions in Delightree

  • Delightree's granular permissions system gives you control at the individual action level within each module.
  • For every user role, you can decide precisely what they can create, edit, view, export, or delete — without toggling entire modules on or off.
  • This guide walks through where to configure these settings and lists every available permission, organized by module.
How to Configure Permissions
  1. Go to Settings and open User Roles.
  2. Select the role you want to configure, then click Edit in the top right corner.
  3. Choose a module from the left-hand menu to expand its available permissions.
  4. Toggle individual permissions on or off. Note that some permissions are linked — enabling one may automatically enable another. Refer to the Dependencies note within each module section below.
  5. Click Save. Changes take effect immediately for all users assigned to that role.

Permissions by ModuleSite Visits

MANAGE SITE VISITS

  • Create site visits
  • Create visit tasks
  • Edit visit / template
  • Duplicate template
  • Pause visit
  • Send reminders to auditors
  • Delete visit / archive template

CONDUCT SITE VISIT

  • Conduct Site Visit

VIEW REPORT

  • View Report
  • Download / Export Report
  • Share Report via mail / chat

DEPENDENCIES

  • Enabling Conduct Site Visit automatically enables View Report — this cannot be disabled independently.
  • View Report can also be toggled on independently without enabling Conduct Site Visit.

Knowledge Base

MANAGE FOLDERS

  • Create folder
  • Edit folder
  • Move folder to another folder
  • Copy the folder link
  • Visibility settings
  • Delete folder

MANAGE CONTENT

  • Add content
  • Update content
  • Duplicate content
  • Move to another folder
  • Copy the content link
  • Visibility settings
  • Download / export
  • Delete content

Tasks

MANAGE TASKS

  • Create task
  • Edit task
  • Duplicate task
  • Track progress
  • Terminate task
  • Delete task

Note: Private task creation is available to all users with task module access, regardless of individual role permissions.

DEPENDENCIES

  • Enabling Create task automatically enables Track progress.
  • Track progress can also be granted independently.


Location Launcher

MANAGE BOARDS

  • Create boards
  • Add tasks
  • Edit boards
  • Export launcher tasks
  • Duplicate boards
  • Delete boards

MANAGE LAUNCHING LOCATIONS

  • Add launching locations
  • Edit go-live date
  • Mark location live
  • Download summary of launching locations

Training

MANAGE PATH

  • Create path
  • Edit path
  • Preview path
  • Duplicate path
  • Mark path inactive
  • Reassign path
  • Create training categories
  • Delete path HIGH RISK

TRACKING

  • Track progress (path and member level)
  • Cross train

DEPENDENCIES

  • Enabling Create training categories automatically enables Create path, since category creation happens inside the path creation flow.
  • Enabling Create path or Preview path automatically enables Track progress — these are technically coupled.
  • Track progress can also be granted independently.
  • Cross train requires Track progress to be on — it cannot be enabled independently.

Compliance

MANAGE DOCUMENTS

  • Add document
  • Update document
  • Download document
  • Move documents between Compliance and General
  • Export summary of documents
  • Delete document

MANAGE COMPLIANCE CATEGORIES

  • Create category
  • Edit category
  • Delete category

APPROVALS

  • Approve documents
  • Approve locations

MANAGE LOCATIONS

  • Add open location
  • Add launching location
  • Add pre-launch location
  • Import location
  • Import pre-launch location
  • Edit location details
  • Move to pre-launch
  • Export locations list
  • Share login details
  • Terminate location
  • Archive location

MANAGE CONVERSATION LOGS

  • Add & edit conversation logs
  • Delete conversation logs

MANAGE DOCUMENTS (LOCATION-LEVEL)

  • Add & edit documents
  • Download documents

Members

MANAGE USERS

  • Invite users
  • Update permissible user details
  • Update login credentials
  • View training status
  • View user certifications
  • Download user certificates
  • Check activity log
  • Copy magic link
  • Transfer ownership
  • Export members list
  • Archive user
  • Delete user

USER ROLES

  • Add user roles
  • Update user roles
  • Delete user roles

Homepage

MANAGE HOMEPAGE

  • Add homepage
  • Edit homepage
  • Duplicate homepage
  • Delete homepage

MANAGE ANNOUNCEMENTS

  • Create announcements
  • Open announcements
  • Edit announcements
  • Duplicate announcements
  • Mark announcements active / inactive
  • Delete announcements

MANAGE LOCATION GROUPS

  • Add location group
  • Edit location group
  • Delete location group

MANAGE OWNERSHIP GROUPS

  • Add ownership group
  • Edit ownership group
  • Delete ownership group


Assignment Path

MANAGE / SUPERVISE ASSIGNMENT PATH

  • Create Assignment Path
  • Edit Assignment Path
  • Track Assignment Path
  • Duplicate assignment path
  • Mark as inactive
  • Delete Assignment Path

Forms & Checklists

MANAGE FORMS

  • Create from scratch
  • Create from template
  • Edit form
  • Duplicate form
  • Mark as inactive
  • Create form category
  • Send / share form
  • Delete form

ACCESS FORMS ACROSS MODULES

  • Access Forms Across Modules

MANAGE FORM RESPONSES

  • View form responses
  • Export form responses

MANAGE FORM TRIGGERS

  • Create form trigger
  • Edit form trigger
  • Delete form trigger

DEPENDENCIES

  • Trigger permissions can only be granted if the user also has Edit form permission.


Modules Without Granular Sub-Permissions

The following modules are toggled on or off at the module level only. No individual sub-permissions are configurable within them.

  • Custom Properties
  • Chat
  • Integrations
  • Support Tickets
  • Policies


Pro Tips

  1. START WITH A TEMPLATE ROLE

    Set up one well-configured role (such as General Manager) and duplicate it as a starting point for similar roles rather than building each from scratch.

  2. REVIEW DEPENDENCIES BEFORE SAVING

    Some permissions are automatically linked. Check the Dependencies notes within each module section to avoid granting unintended access.

  3. TREAT HIGH RISK PERMISSIONS AS CHECKPOINTS

    Permissions labeled High Risk — such as Delete path in Training — should be granted sparingly. Confirm these are intentional before saving a role configuration.

  4. AUDIT ROLES AS YOUR TEAM GROWS

    As your location count and team structure scale, revisit role configurations regularly to ensure each level has exactly what it needs for day-to-day operations.

  5. COORDINATE WITH YOUR CUSTOMER SUCCESS MANAGER

    Not sure how to structure permissions for your operating model? Your CSM can help you map role configurations to your franchise structure — whether you want tight central control or more flexibility at the location level.