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Collaborators — Permissions

Overview

This page documents the permissions used in the Collaborators feature. Permissions determine which transactions a user can access and which actions are available within them.

For general access concepts and permission categories, see: Permissions & Access

Permissions by transaction

Permission Grants access to
view Access to the Collaborators list (/collaborators); the View row action (read-only profile modal)
edit New collaborator button; Welcome email button; Edit row action (full edit page); Documents row action (personal identity docs modal); Logs row action; Deactivate and Activate row actions
create id Id generation row action; opens the ID card generator modal for any collaborator
Permission Grants access to
collaborator tab Collaborator documents tab in the global Settings modal (mosaic icon → Settings); create, edit, and deactivate/activate document types; access the document type audit log

Notifications

These permissions do not grant UI access. They control who receives automated and triggered email notifications.

Permission When the email is sent
email of expired documents Daily cron on the day a document expires; every-15-day cron for all documents expiring within the next 90 days
email for termination of employee When a collaborator is deactivated; includes termination reason and any active logistic plan references
Change internal company mail When a collaborator is transferred to a different internal company via the Change company action

Note

For general notification behavior, see: Notifications & Alerts

  • HR administrator

    • view
    • edit
    • create id
    • collaborator tab
    • email of expired documents

  • HR viewer / read-only

    • view

  • Manager or supervisor

    • view
    • email of expired documents
    • email for termination of employee

Troubleshooting access

  • If the "New collaborator" button, "Welcome email" button, "Edit", "Documents", "Logs", or "Deactivate" row actions are not visible, the edit permission is missing.
  • If the "Id generation" row action is not visible, the create id permission is missing.
  • If the Collaborator documents tab does not appear in the Settings modal (mosaic icon → Settings), the collaborator tab permission is missing.
  • If a user is not receiving document expiry warning or expiration emails, the email of expired documents permission is missing.

For system-wide troubleshooting, see: Permissions & Access