What Staff Can See
Overview
Staff visibility depends on the permissions assigned to the user’s role and the configuration of the embedded audit tools.
What this feature does
It controls which staff users can see Activity Log pages, embedded history tabs, history buttons, timelines, watchlist tools, exports, or compliance actions.
Why it is useful
- It prevents unnecessary exposure of sensitive audit data.
- It supports role-based access.
- It helps administrators design safe staff workflows.
Who should read this?
RISE Admin, System Owner, Staff Manager.
Where to find it
RISE CRM role permissions, Rise Audit Pro settings, and supported entity pages.
How to use it
- Review the staff role in RISE CRM.
- Assign only the needed Rise Audit Pro permissions.
- Test the plugin with a staff account.
- Confirm which pages and embedded tools are visible.
- Adjust permissions if needed.
Example workflow
A project manager can see project history but cannot export all system logs or manage API keys.
Common mistakes
- Testing everything only with an admin account.
- Giving export, purge, or settings permissions to normal staff users.
- Assuming hidden UI means tracking is disabled.
Related articles
- Permissions Overview
- Project History Tab
- Task Audit Panel
- Recommended Settings for Production
