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.
What a tribe sees
Whether the tribe will see the score on a completed visit is a setting on the checklist template itself — Show the score to the franchisee, which is on by default. 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 marks it as never for the tribe's eyes while leaving it on the record for the next advisor.
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 |