Compliance has four permissions. They are set per role, under your organisation settings, the same way as every other module.
| Permission | What it allows |
|---|---|
| View Compliance | Read the Overview, the lists, the tribe and franchisee profiles and past reports. Change nothing. |
| Conduct Compliance | Schedule and conduct checks, review submissions, lodge and review documents, raise and close actions. |
| Manage Compliance | Everything above, plus Compliance Settings — checklist templates, document types and schedules. Includes deleting. It does not include financial access. |
| View Financial Compliance | See financial reviews and financial documents. Nobody without it can see them at all, and it is never granted by any of the groups above — add it as well. |
Why finance is separate
A franchisee's profit and loss statement is not the same kind of information as a photograph of their signage. A business advisor may need to run brand audits across twenty tribes without ever seeing what any of them earns.
So a checklist template or a document type can be marked Financial. Everything filed against it then requires View Financial Compliance — not just to open it, but to see that it exists. It is left out of the lists, the counts on the Overview and the tribe profile.
The tribe permissions
A franchisee reaches Compliance from their own tribe, and what they can do there is set by two tribe permissions. They are granted per tribe role, under the tribe's Tribe Administrators settings, the same way as every other tribe module.
| Tribe permission | What it allows |
|---|---|
| View Tribe Compliance | Open Compliance on the tribe: the To do, the tribe's own checks and reports, its documents, its actions and the notes shared with it. Change nothing. |
| Edit Tribe Compliance | Everything above, plus completing checklists and self-assessments, taking photographs, signing off a visit, lodging documents, starting and completing actions, replying to requests and adding notes. |
What a tribe sees
A tribe sees only its own records. It never sees another tribe, the Overview, the schedules or the settings, and nothing filed against a Financial checklist template or document type reaches it at all — not the review, not the actions raised from it, not the notes on those actions.
Whether the tribe sees the score on a completed check is a setting on the checklist template itself — Show the score to the franchisee, which is on by default. Switched off, the tribe still sees every item and whether the check passed, just not the number. Some brands share the number, some prefer the conversation.
Notes are separate. Any note added against a check, a document or an action can be marked Private, which keeps it off the tribe's screen while leaving it on the record for the next advisor. Everything a tribe writes is visible to you.
A tribe cannot delete anything. The one exception is a photograph it has just added to a checklist it is still completing; once the check is submitted, the evidence stays.
A sensible starting set
| Role | Give them |
|---|---|
| Business advisor | Conduct Compliance |
| Operations manager | Manage Compliance |
| Finance team | Manage Compliance and View Financial Compliance |
| Leadership, read only | View Compliance |