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Unit permissions: view, edit, add, delete, export and assign

Each Cortex Unit has six actions in a role. Four of them take a level (Allowed, Team-wide access, If responsible, Denied), and two are only allowed or denied: add and assign.

5 minUpdated Oct 27, 2026

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How it works

Action

What it controls

Notes

View

Opening the record, and seeing it in tables, kanban, search, relations, dashboards and live updates

Without it, the record never shows, and “not found” appears instead

Edit

Editing fields, and moving the record to another unit

Applies only to the records the level covers

Add

Creating a new record, and importing

Allowed or denied. “If responsible” makes no sense for a record that doesn’t exist yet

Delete

Deleting a record or a group of records

A bulk delete skips the records outside the level

Export

Exporting records to a file

Exports only the records the level covers

Assign

Changing a record’s assignee or assignees, one record at a time or in bulk

Allowed or denied. It also needs the permission to edit that record

When assigning is denied

If assigning is denied, the assignee field is read-only. If the person edits a record and changes the assignee, their other edits are saved, and the assignee change is ignored with a warning.

When not set

A role with no settings for a unit gets “If responsible” for view, edit, delete and export, and it’s allowed to add and assign.

Comments

Anyone who can see a record can comment on it. Only the comment’s author, the owner and super admins can edit or delete a comment. See Comment and mention teammates inside a record.

A real example

Shield Security Co.

The situation

Technicians update visits, but only the coordinator assigns them.

What they did

A “Technician” role: on “Visits”, view and edit If responsible, and assign Denied.
A “Coordinator” role: view Allowed, and assign Allowed.

The result

A technician can’t hand a visit over to a teammate, and the coordinator assigns every visit.

A made-up company, to show the idea. The numbers are rounded.