On this page
The four permissions
A crew member's permissions include a Tasks group with four entries:
- View — see the Tasks section at all. Without it the sidebar entry is not shown and the task lists return nothing.
- Edit — create tasks, change their fields, move them between To do and In progress, reorder the board (or use a card's Move to menu on a phone), and manage a task's milestones, files and inventory.
- Complete — close a task off through the Close and sign Task dialog: from Close Task inside Task Details, Complete task in a table row, or dropping a card into Done on the board. The Add & Close shortcut on the creation form and the Move to menu on a phone need Edit as well.
- Delete — delete an open task, or archive and restore a completed task.
The permissions are separate on purpose: someone can be allowed to record and progress work without being allowed to sign it off, or to sign work off without being able to delete anything. On the Inventory tab of a task, crew also need View permission for an inventory category in order to see or attach items from that category.
Maintenance tasks carry their own copy of the same four permissions, in the Tasks group nested under Maintenance. Holding those says nothing about general tasks, and holding the general ones says nothing about maintenance.
Buttons you do not have the permission for are generally hidden rather than disabled, so the page simply looks simpler. Where one does still appear, the action itself is refused when you try it.
Roles above crew
Per-item permissions only apply to crew accounts. Captains and company management accounts work with tasks without needing them ticked; read-only accounts can see tasks but not change them. Owners have no access to this section.
Why the section might not appear
Even with the View permission, Tasks is only shown when the yacht's plan includes the Tasks module. If the sidebar entry is missing entirely for everyone aboard, the module rather than a permission is the reason.
There is one more case. When a yacht is being run from the on-board Nauticare app, its tasks are the on-board app's to change; in the cloud app the lists stay readable but every button that would alter a task is hidden, no matter which permissions you hold. Only the Export button and the read-only views remain.
