---
title: "Roles and Permissions in Inspections & Audits"
slug: "roles-and-permissions-in-inspections-audits"
tags: ["v8.2"]
updated: 2025-04-29T21:52:44Z
published: 2025-04-29T21:52:44Z
canonical: "docs.serenityops.com/roles-and-permissions-in-inspections-audits"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serenityops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and Permissions in Inspections & Audits

The **Inspections & Audits** application in Serenity is designed to support collaboration across your team—while ensuring that only authorized users can perform critical functions like template creation, assignment, and administration. This guide explains who can do what based on their assigned role.

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## Default Access

By default, **any user** can:

- View and complete inspection tasks **assigned to them**
- View and complete inspection tasks assigned to **groups** they are a member of

This ensures that front-line users can participate in inspections without requiring special roles.

---

## Inspection Roles

These roles can be granted via the **Access Management** page within the Serenity Workspace:

### User

- Can **create inspection tasks** using:
  - Templates they **own**
  - Templates explicitly **shared** with them by template owners
- Can **view and complete** inspection tasks:
  - Opened by them
  - Assigned directly to them
  - Assigned to a group they belong to
  - Shared with them via template configuration (if allowed)
- Can edit templates that they are the owner of

### Manager

- Inherits the permissions of the user role
- Can **reopen closed inspection tasks**

💡 Great for team leads or site safety managers needing broader oversight

### Template Editor

- Can **create** new templates
- Can **view and edit all templates**, including those they **do not own**

### Admin

- Has **full access** to all inspections and templates
- Can **view, edit, delete**, and **reopen** any inspections or template

💡Ideal for system admins, EHS directors, or corporate-level roles

---

## Template-Level Permissions

Serenity’s inspections are built from **reusable templates**. These templates can be configured by their **owners** to control who can:

- **Create new inspections** using the template
- **View and complete** inspections created from the template

### As a Template Owner, You Can:

- Share a template with specific **users** or **groups**
- Control **view and usage rights** for each audience

Set **default permissions** for new inspections created from the template