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User roles and tasks

Understand what each role can do so you can assign work with clarity and control.

User roles in Cerivo define how people can interact with tasks.

This helps you manage access, assign responsibility clearly, and ensure the right people can take action where needed.

For a full overview of user roles, see the user roles & permissions article.


No access

Users with No access cannot log in to Cerivo.

They also cannot be assigned tasks.


Limited access

Limited access is designed for users responsible for specific areas.

They can:

  • view tasks where they are assignee or responsible
  • complete those tasks
  • create tasks for themselves

If they are set as responsible, they can:

  • edit the task
  • copy the task

They cannot:

  • assign tasks to others
  • delete tasks

Standard access

Standard access is suited for users working across the platform.

They can:

  • view all tasks
  • create tasks for themselves and others
  • complete tasks they are assigned or responsible for

If they are set as responsible, they can:

  • edit the task
  • copy the task

They cannot:

  • delete tasks

Superuser and Administrator access

Users with Superuser or Administrator access have full control over tasks.

They can:

  • view, create, edit, copy, and delete tasks
  • manage tasks across all areas of the platform

 

Any questions? Contact us at support@cerivo.com!