Your access rights show what you can do in each part of oboloo, such as read, edit, create, approve or export. They come from the role your administrator gave you.
View your access rights
Open your profile
Click your profile picture or initials in the top-right corner and choose Profile.
Click the Access Rights tab
It's after Notifications, My Records and Security.
Check each module's row
A ticked box means your role includes that permission. Each row only shows the permissions that apply to that module.
Permission | What it lets you do |
Read | View the module's records. |
Edit | Change existing records. |
Create | Add new records. |
Delete | Remove dropdown values, locations, departments and currencies. |
Archive | Archive and unarchive records. |
Approve Records / Approve Documents | Approve or reject records, or documents uploaded to them. |
Export | Download the module's table as a CSV file. |
Reorder Fields | Change the order of custom fields on records. |
The AI Assist row only has Create. If it's ticked, you can use oboloo AI and connect Claude, ChatGPT or Copilot to oboloo.
What happens next
You can't change your own access here: the table is read-only. To change it, an administrator edits your role in Settings > User Roles or gives you a different Role on your user record in Settings > Users.
Changes apply at your next sign-in: if your role has been changed, log out and sign in again to get the new access.
Individual records can still be restricted: a record's owners can stop others from editing or seeing it, whatever your role. See Restrict Access to Individual Records.
Troubleshooting
I can't see a menu item or button I need
Your role doesn't include that permission. Ask your administrator to update your role or give you a different one.
I can't use oboloo AI
Check the AI Assist row. If Create isn't ticked, ask your administrator to update your role, then log out and sign in again.
My access hasn't changed after my role was updated
Log out and sign in again. Permissions are loaded when you sign in.
I have Edit access but can't change a record
The record may be restricted to its owners, or it may be a demo record, which is read-only. Ask one of the record's owners to add you as an owner.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.