Permissions to edit tasks, comments, and notes

This section provides information for the user role permissions required for a user to edit or take action on tasks including their supporting items and adjustments and edit comments and attachments for tasks.

Editing permissions for tasks

The following table shows how your user role determines your ability to take action on or edit a task, its supporting items, and adjustments.

Role	Condition	Task Status	Workflow Status	Can Edit?
Administrator	Workflow is in progress and the task is not dependent.	Any except Dependent	In Progress	Yes
Preparer	Can edit if the workflow is in progress and task is not started or in progress.	Not Started, In Progress	In Progress	Yes
Approver	Can submit if the task is in Pending Approval.	Pending Approval	In Progress	Yes
Any	Workflow is completed or not started (read-only for all users).	Any	Completed, Not Started	No
Different Preparer	Task is dependent, or a different preparer without admin rights (read-only).	Dependent, Any	Any	No
Approver	Approvers without admin rights have read-only access for all other statuses (Default)	Any (Except Pending Approval)	Any	No

Editing permissions for comments and attachments

Role	Task Status	Can Edit?
Preparer	Not Started	Yes
Preparer	In Progress / Dependent	Yes
Preparer	Pending Approval	No
Preparer	Completed	No
Approver	Not Started	No
Approver	In Progress / Dependent	No
Approver	Pending Approval	Yes
Approver	Completed	No
Admin /Global Admin	Any	Yes