Roles

Understanding User Roles in PDCA Software

Role Overview

PDCA Software uses a permission-based role system to control what actions users can perform. The system offers four editable default roles with varying permission levels, and you can create custom roles to meet your organization’s specific needs.

Default Roles (these can be edited)

Administrator

Full system access with all permissions:

  • Can propose new improvements
  • Can accept improvements and assign people to own them
  • Can edit improvements they are not the owner for
  • Can complete improvements without sign off
  • Can sign off improvements
  • Can delete improvements
  • Can export improvements and other data in bulk
  • Can adjust settings, create and disable user accounts, and modify billing
Approver

Mid-level management role:

  • Can propose new improvements
  • Can accept improvements and assign people to own them
  • Can edit improvements they are not the owner for
  • Can sign off improvements
  • Cannot complete improvements without sign off
  • Cannot delete improvements
  • Cannot export improvements and other data in bulk
  • Cannot adjust settings, create user accounts, or modify billing
Power User

Enhanced user with additional capabilities:

  • Can propose new improvements
  • Can accept improvements and assign people to own them
  • Can edit improvements they are not the owner for
  • Can sign off improvements
  • Can export improvements and other data in bulk
  • Cannot complete improvements without sign off
  • Cannot delete improvements
  • Cannot adjust settings, create user accounts, or modify billing
Standard User

Basic access for team members:

  • Can propose new improvements
  • Cannot accept improvements or assign ownership
  • Cannot edit improvements they don’t own
  • Cannot complete improvements without sign off
  • Cannot sign off improvements
  • Cannot delete improvements
  • Cannot export improvements and other data in bulk
  • Cannot adjust settings, create user accounts, or modify billing

Managing Roles

  • Each role can be edited by clicking the “Edit” button
  • You can create custom roles with the “+ Add A Custom Role” button
  • When creating or editing roles, select the specific permissions needed
  • Important: Your system must always have at least one user (and therefore a role) with the permission to “adjust settings, create and disable user accounts, and modify billing”

Best Practices

  • Assign roles based on job responsibilities and organizational hierarchy
  • Limit administrator access to necessary personnel only
  • Create custom roles for specialized positions with unique requirements
  • Review role assignments periodically to maintain proper security

TAGS: account   users