This article documents the IncidentAnalytix (IA) shipping security role templates for Microsoft Dataverse. Each role section shows its description followed by a collapsible permissions table. Roles are additive — users may hold multiple roles simultaneously. Permission scope values are:
- Organization (user can access all Organization records).
- Business Unit (user can access all records for the Business Unit they are a member of)
- User (user can access their own records only)
- None (no access)
IA Admin
The IA Admin role is the highest-privilege security role in IncidentAnalytix. It grants full organization-scoped Create, Read, Write, Assign, and Share access across every IncidentAnalytix entity. Delete is intentionally restricted to None at this level — records are suppressed or hidden via the Visible flag rather than permanently deleted, preserving audit trail integrity. This role is reserved for system administrators and should not be used as a general end-user role. Assign this role to designated Power Platform administrators responsible for managing the IA environment.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Adjudication | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Behavior | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Behavior Alleged | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Bias | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Bias Alleged | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Consequence | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Evidence | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Infraction | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Insurance Claim | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Investigation | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Investigator | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Legal Action | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Group Police Report | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Communication Log | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Contributing Factor | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Contributing Factor Relationship | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Crime | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Damage | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Environment | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Environmental Condition | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Equipment Involved | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Evidence | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident File | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Insurance Claim | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Interview | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Investigation | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Investigator | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Legal Action | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Media | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Mitigating Factor | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Mitigating Factor Relationship | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Notification Log | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Police Report | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Red Flag | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Response | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Review | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Vehicle | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Weather | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Incident Weather Condition | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Lookup Legacy User | Organization | Organization | Organization | None | None | Organization | Organization | Organization |
| Organization Activity Summary | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Participant | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Adjudication | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Advisor | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Behavior | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Behavior Alleged | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Bias | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Bias Alleged | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Consequence | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Criminal Activity | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Equipment Involved | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Evidence | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Illness | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Infraction | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Injury | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Insurance Claim | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Investigation | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Investigator | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Legal Action | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Location | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Medication | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person OSHA | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Police Report | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Restraint | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Person Treatment | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Red Flag | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Staff | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Volunteers | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Witness | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
| Witness Statement | Organization | Organization | Organization | None | Organization | Organization | Organization | Organization |
IA Base User (minimum permissions)
The IA Base User (minimum permissions) role establishes the lowest-privilege baseline required for any user who needs to operate within IncidentAnalytix. It grants Read-only access scoped to the Business Unit across all IA entities, with no Create, Write, Delete, Assign, or Share rights. This role is never used in isolation — it is always combined with one or more functional roles that grant the specific data entry or reporting capabilities the user requires. All IA users should have this role as a foundation to ensure proper read visibility across their business unit.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | Business Unit | None | None | None | None | None | None |
| Group Adjudication | None | Business Unit | None | None | None | None | None | None |
| Group Behavior | None | Business Unit | None | None | None | None | None | None |
| Group Behavior Alleged | None | Business Unit | None | None | None | None | None | None |
| Group Bias | None | Business Unit | None | None | None | None | None | None |
| Group Bias Alleged | None | Business Unit | None | None | None | None | None | None |
| Group Consequence | None | Business Unit | None | None | None | None | None | None |
| Group Evidence | None | Business Unit | None | None | None | None | User | None |
| Group Infraction | None | Business Unit | None | None | None | None | None | None |
| Group Insurance Claim | None | Business Unit | None | None | None | None | None | None |
| Group Investigation | None | Business Unit | None | None | None | None | None | None |
| Group Investigator | None | Business Unit | None | None | None | None | None | None |
| Group Legal Action | None | Business Unit | None | None | None | None | None | None |
| Group Police Report | None | Business Unit | None | None | None | None | None | None |
| Incident | None | Business Unit | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | Business Unit | None | None | None | None | None | None |
| Incident Communication Log | None | Business Unit | None | None | None | None | None | None |
| Incident Contributing Factor | None | Business Unit | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | Business Unit | None | None | None | None | None | None |
| Incident Crime | None | Business Unit | None | None | None | None | None | None |
| Incident Damage | None | Business Unit | None | None | None | None | None | None |
| Incident Environment | None | Business Unit | None | None | None | None | None | None |
| Incident Environmental Condition | None | Business Unit | None | None | None | None | None | None |
| Incident Equipment Involved | None | Business Unit | None | None | None | None | None | None |
| Incident Evidence | None | Business Unit | None | None | None | None | None | None |
| Incident File | None | Business Unit | None | None | None | None | None | None |
| Incident Insurance Claim | None | Business Unit | None | None | None | None | None | None |
| Incident Interview | None | Business Unit | None | None | None | None | None | None |
| Incident Investigation | None | Business Unit | None | None | None | None | None | None |
| Incident Investigator | None | Business Unit | None | None | None | None | None | None |
| Incident Legal Action | None | Business Unit | None | None | None | None | None | None |
| Incident Media | None | Business Unit | None | None | None | None | None | None |
| Incident Mitigating Factor | None | Business Unit | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | Business Unit | None | None | None | None | None | None |
| Incident Notification Log | None | Business Unit | None | None | None | None | None | None |
| Incident Police Report | None | Business Unit | None | None | None | None | None | None |
| Incident Red Flag | None | Business Unit | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | Business Unit | None | None | None | None | None | None |
| Incident Response | None | Business Unit | None | None | None | None | None | None |
| Incident Review | None | Business Unit | None | None | None | None | None | None |
| Incident Vehicle | None | Business Unit | None | None | None | None | None | None |
| Incident Weather | None | Business Unit | None | None | None | None | None | None |
| Incident Weather Condition | None | Business Unit | None | None | None | None | None | None |
| Lookup Legacy User | None | Organization | None | None | None | None | None | None |
| Organization Activity Summary | None | Business Unit | None | None | None | None | None | None |
| Participant | None | Business Unit | None | None | None | None | None | None |
| Person | None | Business Unit | None | None | None | None | None | None |
| Person Adjudication | None | Business Unit | None | None | None | None | None | None |
| Person Advisor | None | Business Unit | None | None | None | None | None | None |
| Person Behavior | None | Business Unit | None | None | None | None | None | None |
| Person Behavior Alleged | None | Business Unit | None | None | None | None | None | None |
| Person Bias | None | Business Unit | None | None | None | None | None | None |
| Person Bias Alleged | None | Business Unit | None | None | None | None | None | None |
| Person Consequence | None | Business Unit | None | None | None | None | None | None |
| Person Criminal Activity | None | Business Unit | None | None | None | None | None | None |
| Person Equipment Involved | None | Business Unit | None | None | None | None | None | None |
| Person Evidence | None | Business Unit | None | None | None | None | None | None |
| Person Illness | None | Business Unit | None | None | None | None | None | None |
| Person Infraction | None | Business Unit | None | None | None | None | None | None |
| Person Injury | None | Business Unit | None | None | None | None | None | None |
| Person Insurance Claim | None | Business Unit | None | None | None | None | None | None |
| Person Investigation | None | Business Unit | None | None | None | None | None | None |
| Person Investigator | None | Business Unit | None | None | None | None | None | None |
| Person Legal Action | None | Business Unit | None | None | None | None | None | None |
| Person Location | None | Business Unit | None | None | None | None | None | None |
| Person Medication | None | Business Unit | None | None | None | None | None | None |
| Person OSHA | None | Business Unit | None | None | None | None | None | None |
| Person Police Report | None | Business Unit | None | None | None | None | None | None |
| Person Restraint | None | Business Unit | None | None | None | None | None | None |
| Person Treatment | None | Business Unit | None | None | None | None | None | None |
| Red Flag | None | Business Unit | None | None | None | None | None | None |
| Staff | None | Business Unit | None | None | None | None | None | None |
| Volunteers | None | Business Unit | None | None | None | None | None | None |
| Witness | None | Business Unit | None | None | None | None | None | None |
| Witness Statement | None | Business Unit | None | None | None | None | None | None |
IA Copilot Access
The IA Copilot Access role is a platform-integration role designed for Copilot Studio (Power Virtual Agents) bot users and automated AI assistant connections. All Dataverse entity permissions are set to None — this role does not grant direct data access. Platform-level privileges (Workflow Execution, Flow, and Activate Synchronous Workflow) are granted via Miscellaneous Privileges and are required for Copilot to invoke Power Automate flows. Pair with additional data-access roles if the Copilot solution requires reading or writing incident data.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | None | None | None | None | None | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | None | None | None | None | None | None | None | None |
| Group Behavior Alleged | None | None | None | None | None | None | None | None |
| Group Bias | None | None | None | None | None | None | None | None |
| Group Bias Alleged | None | None | None | None | None | None | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | None | None | None | None | None | None | None | None |
| Incident | None | None | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | None | None | None | None | None | None | None |
| Incident Communication Log | None | None | None | None | None | None | None | None |
| Incident Contributing Factor | None | None | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Crime | None | None | None | None | None | None | None | None |
| Incident Damage | None | None | None | None | None | None | None | None |
| Incident Environment | None | None | None | None | None | None | None | None |
| Incident Environmental Condition | None | None | None | None | None | None | None | None |
| Incident Equipment Involved | None | None | None | None | None | None | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | None | None | None | None | None | None | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Notification Log | None | None | None | None | None | None | None | None |
| Incident Police Report | None | None | None | None | None | None | None | None |
| Incident Red Flag | None | None | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | None | None | None | None | None | None | None | None |
| Incident Weather | None | None | None | None | None | None | None | None |
| Incident Weather Condition | None | None | None | None | None | None | None | None |
| Lookup Legacy User | None | None | None | None | None | None | None | None |
| Organization Activity Summary | None | None | None | None | None | None | None | None |
| Participant | None | None | None | None | None | None | None | None |
| Person | None | None | None | None | None | None | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | None | None | None | None | None | None | None | None |
| Person Behavior Alleged | None | None | None | None | None | None | None | None |
| Person Bias | None | None | None | None | None | None | None | None |
| Person Bias Alleged | None | None | None | None | None | None | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | None | None | None | None | None | None | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | None | None | None | None | None | None | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | None | None | None | None | None | None | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | None | None | None | None | None | None | None | None |
| Person Medication | None | None | None | None | None | None | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | None | None | None | None | None | None | None | None |
| Person Restraint | None | None | None | None | None | None | None | None |
| Person Treatment | None | None | None | None | None | None | None | None |
| Red Flag | None | None | None | None | None | None | None | None |
| Staff | None | None | None | None | None | None | None | None |
| Volunteers | None | None | None | None | None | None | None | None |
| Witness | None | None | None | None | None | None | None | None |
| Witness Statement | None | None | None | None | None | None | None | None |
IA Data Delete Full (Organization)
The IA Data Delete Full (Organization) role is a privilege-elevation add-on role that grants organization-scoped Delete access across all IncidentAnalytix entities. It is intentionally separated from the IA Admin role to enforce explicit authorization for hard-deletion operations. This role should only be assigned to users with documented authority to permanently remove records — typically system administrators during data migration, correction of erroneous entries, or compliance-driven purge processes. Assign with caution and log usage for audit purposes.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | Organization | None | Organization | None | None | None | None |
| Group Adjudication | None | Organization | None | Organization | None | None | None | None |
| Group Behavior | None | Organization | None | Organization | None | None | None | None |
| Group Behavior Alleged | None | Organization | None | Organization | None | None | None | None |
| Group Bias | None | Organization | None | Organization | None | None | None | None |
| Group Bias Alleged | None | Organization | None | Organization | None | None | None | None |
| Group Consequence | None | Organization | None | Organization | None | None | None | None |
| Group Evidence | None | Organization | None | Organization | None | None | None | None |
| Group Infraction | None | Organization | None | Organization | None | None | None | None |
| Group Insurance Claim | None | Organization | None | Organization | None | None | None | None |
| Group Investigation | None | Organization | None | Organization | None | None | None | None |
| Group Investigator | None | Organization | None | Organization | None | None | None | None |
| Group Legal Action | None | Organization | None | Organization | None | None | None | None |
| Group Police Report | None | Organization | None | Organization | None | None | None | None |
| Incident | None | Organization | None | Organization | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | Organization | None | Organization | None | None | None | None |
| Incident Communication Log | None | Organization | None | Organization | None | None | None | None |
| Incident Contributing Factor | None | Organization | None | Organization | None | None | None | None |
| Incident Contributing Factor Relationship | None | Organization | None | Organization | None | None | None | None |
| Incident Crime | None | Organization | None | Organization | None | None | None | None |
| Incident Damage | None | Organization | None | Organization | None | None | None | None |
| Incident Environment | None | Organization | None | Organization | None | None | None | None |
| Incident Environmental Condition | None | Organization | None | Organization | None | None | None | None |
| Incident Equipment Involved | None | Organization | None | Organization | None | None | None | None |
| Incident Evidence | None | Organization | None | Organization | None | None | None | None |
| Incident File | None | Organization | None | Organization | None | None | None | None |
| Incident Insurance Claim | None | Organization | None | Organization | None | None | None | None |
| Incident Interview | None | Organization | None | Organization | None | None | None | None |
| Incident Investigation | None | Organization | None | Organization | None | None | None | None |
| Incident Investigator | None | Organization | None | Organization | None | None | None | None |
| Incident Legal Action | None | Organization | None | Organization | None | None | None | None |
| Incident Media | None | Organization | None | Organization | None | None | None | None |
| Incident Mitigating Factor | None | Organization | None | Organization | None | None | None | None |
| Incident Mitigating Factor Relationship | None | Organization | None | Organization | None | None | None | None |
| Incident Notification Log | None | Organization | None | Organization | None | None | None | None |
| Incident Police Report | None | Organization | None | Organization | None | None | None | None |
| Incident Red Flag | None | Organization | None | Organization | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | Organization | None | Organization | None | None | None | None |
| Incident Response | None | Organization | None | Organization | None | None | None | None |
| Incident Review | None | Organization | None | Organization | None | None | None | None |
| Incident Vehicle | None | Organization | None | Organization | None | None | None | None |
| Incident Weather | None | Organization | None | Organization | None | None | None | None |
| Incident Weather Condition | None | Organization | None | Organization | None | None | None | None |
| Lookup Legacy User | None | Organization | None | None | None | None | None | None |
| Organization Activity Summary | None | Organization | None | Organization | None | None | None | None |
| Participant | None | Organization | None | Organization | None | None | None | None |
| Person | None | Organization | None | Organization | None | None | None | None |
| Person Adjudication | None | Organization | None | Organization | None | None | None | None |
| Person Advisor | None | Organization | None | Organization | None | None | None | None |
| Person Behavior | None | Organization | None | Organization | None | None | None | None |
| Person Behavior Alleged | None | Organization | None | Organization | None | None | None | None |
| Person Bias | None | Organization | None | Organization | None | None | None | None |
| Person Bias Alleged | None | Organization | None | Organization | None | None | None | None |
| Person Consequence | None | Organization | None | Organization | None | None | None | None |
| Person Criminal Activity | None | Organization | None | Organization | None | None | None | None |
| Person Equipment Involved | None | Organization | None | Organization | None | None | None | None |
| Person Evidence | None | Organization | None | Organization | None | None | None | None |
| Person Illness | None | Organization | None | Organization | None | None | None | None |
| Person Infraction | None | Organization | None | Organization | None | None | None | None |
| Person Injury | None | Organization | None | Organization | None | None | None | None |
| Person Insurance Claim | None | Organization | None | Organization | None | None | None | None |
| Person Investigation | None | Organization | None | Organization | None | None | None | None |
| Person Investigator | None | Organization | None | Organization | None | None | None | None |
| Person Legal Action | None | Organization | None | Organization | None | None | None | None |
| Person Location | None | Organization | None | Organization | None | None | None | None |
| Person Medication | None | Organization | None | Organization | None | None | None | None |
| Person OSHA | None | Organization | None | Organization | None | None | None | None |
| Person Police Report | None | Organization | None | Organization | None | None | None | None |
| Person Restraint | None | Organization | None | Organization | None | None | None | None |
| Person Treatment | None | Organization | None | Organization | None | None | None | None |
| Red Flag | None | Organization | None | Organization | None | None | None | None |
| Staff | None | Organization | None | Organization | None | None | None | None |
| Volunteers | None | Organization | None | Organization | None | None | None | None |
| Witness | None | Organization | None | Organization | None | None | None | None |
| Witness Statement | None | Organization | None | Organization | None | None | None | None |
IA Entra Directory Lookup Reader
The IA Entra Directory Lookup Reader role provides organization-scoped Read access to the Lookup Legacy User entity, which stores Entra ID (Azure AD) user mappings used during data migration and legacy system integration. This role is also granted platform-level workflow privileges (Activate Synchronous Workflow, Flow, Workflow Execution) to support automated directory resolution flows. Assign this role to service accounts or integration users that need to resolve legacy user identifiers to Entra user records.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | None | None | None | None | None | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | None | None | None | None | None | None | None | None |
| Group Behavior Alleged | None | None | None | None | None | None | None | None |
| Group Bias | None | None | None | None | None | None | None | None |
| Group Bias Alleged | None | None | None | None | None | None | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | None | None | None | None | None | None | None | None |
| Incident | None | None | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | None | None | None | None | None | None | None |
| Incident Communication Log | None | None | None | None | None | None | None | None |
| Incident Contributing Factor | None | None | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Crime | None | None | None | None | None | None | None | None |
| Incident Damage | None | None | None | None | None | None | None | None |
| Incident Environment | None | None | None | None | None | None | None | None |
| Incident Environmental Condition | None | None | None | None | None | None | None | None |
| Incident Equipment Involved | None | None | None | None | None | None | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | None | None | None | None | None | None | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Notification Log | None | None | None | None | None | None | None | None |
| Incident Police Report | None | None | None | None | None | None | None | None |
| Incident Red Flag | None | None | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | None | None | None | None | None | None | None | None |
| Incident Weather | None | None | None | None | None | None | None | None |
| Incident Weather Condition | None | None | None | None | None | None | None | None |
| Lookup Legacy User | None | None | None | None | None | None | None | None |
| Organization Activity Summary | None | None | None | None | None | None | None | None |
| Participant | None | None | None | None | None | None | None | None |
| Person | None | None | None | None | None | None | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | None | None | None | None | None | None | None | None |
| Person Behavior Alleged | None | None | None | None | None | None | None | None |
| Person Bias | None | None | None | None | None | None | None | None |
| Person Bias Alleged | None | None | None | None | None | None | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | None | None | None | None | None | None | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | None | None | None | None | None | None | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | None | None | None | None | None | None | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | None | None | None | None | None | None | None | None |
| Person Medication | None | None | None | None | None | None | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | None | None | None | None | None | None | None | None |
| Person Restraint | None | None | None | None | None | None | None | None |
| Person Treatment | None | None | None | None | None | None | None | None |
| Red Flag | None | None | None | None | None | None | None | None |
| Staff | None | None | None | None | None | None | None | None |
| Volunteers | None | None | None | None | None | None | None | None |
| Witness | None | None | None | None | None | None | None | None |
| Witness Statement | None | None | None | None | None | None | None | None |
IA Generic (Platform Features)
The IA Generic (Platform Features) role is a platform utility role that grants Power Automate flow execution rights and workflow activation privileges necessary for IncidentAnalytix automated processes. It does not grant any Dataverse entity permissions — all entity-level access remains at None. This role should be combined with functional data-access roles for most users. It ensures that Power Automate notifications, approval workflows, and scheduled processes can execute on behalf of users who trigger them.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | None | None | None | None | None | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | None | None | None | None | None | None | None | None |
| Group Behavior Alleged | None | None | None | None | None | None | None | None |
| Group Bias | None | None | None | None | None | None | None | None |
| Group Bias Alleged | None | None | None | None | None | None | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | None | None | None | None | None | None | None | None |
| Incident | None | None | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | None | None | None | None | None | None | None |
| Incident Communication Log | None | None | None | None | None | None | None | None |
| Incident Contributing Factor | None | None | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Crime | None | None | None | None | None | None | None | None |
| Incident Damage | None | None | None | None | None | None | None | None |
| Incident Environment | None | None | None | None | None | None | None | None |
| Incident Environmental Condition | None | None | None | None | None | None | None | None |
| Incident Equipment Involved | None | None | None | None | None | None | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | None | None | None | None | None | None | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Notification Log | None | None | None | None | None | None | None | None |
| Incident Police Report | None | None | None | None | None | None | None | None |
| Incident Red Flag | None | None | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | None | None | None | None | None | None | None | None |
| Incident Weather | None | None | None | None | None | None | None | None |
| Incident Weather Condition | None | None | None | None | None | None | None | None |
| Lookup Legacy User | None | None | None | None | None | None | None | None |
| Organization Activity Summary | None | None | None | None | None | None | None | None |
| Participant | None | None | None | None | None | None | None | None |
| Person | None | None | None | None | None | None | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | None | None | None | None | None | None | None | None |
| Person Behavior Alleged | None | None | None | None | None | None | None | None |
| Person Bias | None | None | None | None | None | None | None | None |
| Person Bias Alleged | None | None | None | None | None | None | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | None | None | None | None | None | None | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | None | None | None | None | None | None | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | None | None | None | None | None | None | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | None | None | None | None | None | None | None | None |
| Person Medication | None | None | None | None | None | None | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | None | None | None | None | None | None | None | None |
| Person Restraint | None | None | None | None | None | None | None | None |
| Person Treatment | None | None | None | None | None | None | None | None |
| Red Flag | None | None | None | None | None | None | None | None |
| Staff | None | None | None | None | None | None | None | None |
| Volunteers | None | None | None | None | None | None | None | None |
| Witness | None | None | None | None | None | None | None | None |
| Witness Statement | None | None | None | None | None | None | None | None |
IA Incident Reporter
The IA Incident Reporter role is the standard field-user role for staff who submit and manage incidents. It grants a combination of Create, Read, and Write access across the core incident entity and its primary child tables, typically scoped to the user or business unit level. This role is the primary role assigned to program staff, field personnel, safety officers, and counselors who are responsible for documenting incidents as they occur. Permissions are scoped to prevent organization-wide visibility of sensitive records by default.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | User | User | User | None | User | User | None | None |
| Group Adjudication | User | User | User | None | User | User | None | None |
| Group Behavior | User | User | User | None | User | User | None | None |
| Group Behavior Alleged | User | User | User | None | User | User | None | None |
| Group Bias | User | User | User | None | User | User | None | None |
| Group Bias Alleged | User | User | User | None | User | User | None | None |
| Group Consequence | User | User | User | None | User | User | None | None |
| Group Evidence | User | User | User | None | User | User | None | None |
| Group Infraction | User | User | User | None | User | User | None | None |
| Group Insurance Claim | User | User | User | None | User | User | None | None |
| Group Investigation | User | User | User | None | User | User | None | None |
| Group Investigator | User | User | User | None | User | User | None | None |
| Group Legal Action | User | User | User | None | User | User | None | None |
| Group Police Report | User | User | User | None | User | User | None | None |
| Incident | User | User | User | None | User | User | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | User | User | User | None | User | User | None | None |
| Incident Communication Log | User | User | User | None | User | User | None | None |
| Incident Contributing Factor | User | User | User | None | User | User | None | None |
| Incident Contributing Factor Relationship | User | User | User | None | User | User | None | None |
| Incident Crime | User | User | User | None | User | User | None | None |
| Incident Damage | User | User | User | None | User | User | None | None |
| Incident Environment | User | User | User | None | User | User | None | None |
| Incident Environmental Condition | User | User | User | None | User | User | None | None |
| Incident Equipment Involved | User | User | User | None | User | User | None | None |
| Incident Evidence | User | User | User | None | User | User | None | None |
| Incident File | User | User | User | None | User | User | None | None |
| Incident Insurance Claim | User | User | User | None | User | User | None | None |
| Incident Interview | User | User | User | None | User | User | None | None |
| Incident Investigation | User | User | User | None | User | User | None | None |
| Incident Investigator | User | User | User | None | User | User | None | None |
| Incident Legal Action | User | User | User | None | User | User | None | None |
| Incident Media | User | User | User | None | User | User | None | None |
| Incident Mitigating Factor | User | User | User | None | User | User | None | None |
| Incident Mitigating Factor Relationship | User | User | User | None | User | User | None | None |
| Incident Notification Log | User | User | User | None | User | User | None | None |
| Incident Police Report | User | User | User | None | User | User | None | None |
| Incident Red Flag | User | User | User | None | User | User | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | User | User | User | None | User | User | None | None |
| Incident Response | User | User | User | None | User | User | None | None |
| Incident Review | User | User | User | None | User | User | None | None |
| Incident Vehicle | User | User | User | None | User | User | None | None |
| Incident Weather | User | User | User | None | User | User | None | None |
| Incident Weather Condition | User | User | User | None | User | User | None | None |
| Lookup Legacy User | None | Organization | None | None | None | Organization | None | None |
| Organization Activity Summary | None | Organization | None | None | None | None | None | None |
| Participant | User | User | User | None | User | User | None | None |
| Person | User | User | User | None | User | User | None | None |
| Person Adjudication | User | User | User | None | User | User | None | None |
| Person Advisor | User | User | User | None | User | User | None | None |
| Person Behavior | User | User | User | None | User | User | None | None |
| Person Behavior Alleged | User | User | User | None | User | User | None | None |
| Person Bias | User | User | User | None | User | User | None | None |
| Person Bias Alleged | User | User | User | None | User | User | None | None |
| Person Consequence | User | User | User | None | User | User | None | None |
| Person Criminal Activity | User | User | User | None | User | User | None | None |
| Person Equipment Involved | User | User | User | None | User | User | None | None |
| Person Evidence | User | User | User | None | User | User | None | None |
| Person Illness | User | User | User | None | User | User | None | None |
| Person Infraction | User | User | User | None | User | User | None | None |
| Person Injury | User | User | User | None | User | User | None | None |
| Person Insurance Claim | User | User | User | None | User | User | None | None |
| Person Investigation | User | User | User | None | User | User | None | None |
| Person Investigator | User | User | User | None | User | User | None | None |
| Person Legal Action | User | User | User | None | User | User | None | None |
| Person Location | User | User | User | None | User | User | None | None |
| Person Medication | User | User | User | None | User | User | None | None |
| Person OSHA | User | User | User | None | User | User | None | None |
| Person Police Report | User | User | User | None | User | User | None | None |
| Person Restraint | User | User | User | None | User | User | None | None |
| Person Treatment | User | User | User | None | User | User | None | None |
| Red Flag | User | User | User | None | User | User | None | None |
| Staff | User | User | User | None | User | User | None | None |
| Volunteers | User | User | User | None | User | User | None | None |
| Witness | User | User | User | None | User | User | None | None |
| Witness Statement | User | User | User | None | User | User | None | None |
IA Incident Reporter Field
The IA Incident Reporter Field role is a more restricted variant of the standard Incident Reporter role, designed for users in field environments or external portal access where tighter data boundaries are required. It typically provides a subset of the Incident Reporter permissions, limiting visibility and write access to a narrower set of entities. This role is appropriate for part-time staff, volunteers, or Power Pages authenticated external users who need to submit incident reports without access to sensitive investigation or adjudication data.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | User | User | User | None | User | User | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | User | User | User | None | User | User | None | None |
| Group Behavior Alleged | User | User | User | None | User | User | None | None |
| Group Bias | User | User | User | None | User | User | None | None |
| Group Bias Alleged | User | User | User | None | User | User | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | User | User | User | None | User | User | None | None |
| Incident | User | User | User | None | User | User | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | User | User | User | None | User | User | None | None |
| Incident Communication Log | User | User | User | None | User | User | None | None |
| Incident Contributing Factor | User | User | User | None | User | User | None | None |
| Incident Contributing Factor Relationship | User | User | User | None | User | User | None | None |
| Incident Crime | User | User | User | None | User | User | None | None |
| Incident Damage | User | User | User | None | User | User | None | None |
| Incident Environment | User | User | User | None | User | User | None | None |
| Incident Environmental Condition | User | User | User | None | User | User | None | None |
| Incident Equipment Involved | User | User | User | None | User | User | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | User | User | User | None | User | User | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | User | User | User | None | User | User | None | None |
| Incident Mitigating Factor | User | User | User | None | User | User | None | None |
| Incident Mitigating Factor Relationship | User | User | User | None | User | User | None | None |
| Incident Notification Log | User | User | User | None | User | User | None | None |
| Incident Police Report | User | User | User | None | User | User | None | None |
| Incident Red Flag | User | User | User | None | User | User | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | User | User | User | None | User | User | None | None |
| Incident Weather | User | User | User | None | User | User | None | None |
| Incident Weather Condition | User | User | User | None | User | User | None | None |
| Lookup Legacy User | None | Organization | None | None | None | Organization | None | None |
| Organization Activity Summary | None | Organization | None | None | None | None | None | None |
| Participant | User | User | User | None | User | User | None | None |
| Person | User | User | User | None | User | User | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | User | User | User | None | User | User | None | None |
| Person Behavior Alleged | User | User | User | None | User | User | None | None |
| Person Bias | User | User | User | None | User | User | None | None |
| Person Bias Alleged | User | User | User | None | User | User | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | User | User | User | None | User | User | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | User | User | User | None | User | User | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | User | User | User | None | User | User | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | User | User | User | None | User | User | None | None |
| Person Medication | User | User | User | None | User | User | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | User | User | User | None | User | User | None | None |
| Person Restraint | User | User | User | None | User | User | None | None |
| Person Treatment | User | User | User | None | User | User | None | None |
| Red Flag | User | User | User | None | User | User | None | None |
| Staff | User | User | User | None | User | User | None | None |
| Volunteers | User | User | User | None | User | User | None | None |
| Witness | User | User | User | None | User | User | None | None |
| Witness Statement | User | User | User | None | User | User | None | None |
IA Licensor
The IA Licensor role supports platform licensing administration and solution deployment. It grants organization-scoped access to licensing-related tables and includes platform-level privileges for workflow execution and flow management. This role is typically assigned to the service account or administrator account used during initial deployment, solution upgrade, and AppSource license provisioning. It should not be a permanently assigned end-user role.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | None | None | None | None | None | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | None | None | None | None | None | None | None | None |
| Group Behavior Alleged | None | None | None | None | None | None | None | None |
| Group Bias | None | None | None | None | None | None | None | None |
| Group Bias Alleged | None | None | None | None | None | None | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | None | None | None | None | None | None | None | None |
| Incident | None | None | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | None | None | None | None | None | None | None |
| Incident Communication Log | None | None | None | None | None | None | None | None |
| Incident Contributing Factor | None | None | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Crime | None | None | None | None | None | None | None | None |
| Incident Damage | None | None | None | None | None | None | None | None |
| Incident Environment | None | None | None | None | None | None | None | None |
| Incident Environmental Condition | None | None | None | None | None | None | None | None |
| Incident Equipment Involved | None | None | None | None | None | None | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | None | None | None | None | None | None | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Notification Log | None | None | None | None | None | None | None | None |
| Incident Police Report | None | None | None | None | None | None | None | None |
| Incident Red Flag | None | None | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | None | None | None | None | None | None | None | None |
| Incident Weather | None | None | None | None | None | None | None | None |
| Incident Weather Condition | None | None | None | None | None | None | None | None |
| Lookup Legacy User | None | None | None | None | None | None | None | None |
| Organization Activity Summary | None | None | None | None | None | None | None | None |
| Participant | None | None | None | None | None | None | None | None |
| Person | None | None | None | None | None | None | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | None | None | None | None | None | None | None | None |
| Person Behavior Alleged | None | None | None | None | None | None | None | None |
| Person Bias | None | None | None | None | None | None | None | None |
| Person Bias Alleged | None | None | None | None | None | None | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | None | None | None | None | None | None | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | None | None | None | None | None | None | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | None | None | None | None | None | None | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | None | None | None | None | None | None | None | None |
| Person Medication | None | None | None | None | None | None | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | None | None | None | None | None | None | None | None |
| Person Restraint | None | None | None | None | None | None | None | None |
| Person Treatment | None | None | None | None | None | None | None | None |
| Red Flag | None | None | None | None | None | None | None | None |
| Staff | None | None | None | None | None | None | None | None |
| Volunteers | None | None | None | None | None | None | None | None |
| Witness | None | None | None | None | None | None | None | None |
| Witness Statement | None | None | None | None | None | None | None | None |
IA Lookup Configuration
The IA Lookup Configuration role provides targeted access to the Lookup Legacy User entity only, granting organization-scoped Create, Read, and Write on that single table. All other IA entity permissions remain at None. This role is specifically designed for migration and integration scenarios where legacy user identifiers need to be loaded or managed in the Dataverse lookup table, without exposing any incident data. Assign to migration service accounts or the designated data steward responsible for user identity mapping.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | None | None | None | None | None | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | None | None | None | None | None | None | None | None |
| Group Behavior Alleged | None | None | None | None | None | None | None | None |
| Group Bias | None | None | None | None | None | None | None | None |
| Group Bias Alleged | None | None | None | None | None | None | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | None | None | None | None | None | None | None | None |
| Incident | None | None | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | None | None | None | None | None | None | None |
| Incident Communication Log | None | None | None | None | None | None | None | None |
| Incident Contributing Factor | None | None | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Crime | None | None | None | None | None | None | None | None |
| Incident Damage | None | None | None | None | None | None | None | None |
| Incident Environment | None | None | None | None | None | None | None | None |
| Incident Environmental Condition | None | None | None | None | None | None | None | None |
| Incident Equipment Involved | None | None | None | None | None | None | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | None | None | None | None | None | None | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Notification Log | None | None | None | None | None | None | None | None |
| Incident Police Report | None | None | None | None | None | None | None | None |
| Incident Red Flag | None | None | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | None | None | None | None | None | None | None | None |
| Incident Weather | None | None | None | None | None | None | None | None |
| Incident Weather Condition | None | None | None | None | None | None | None | None |
| Lookup Legacy User | Organization | Organization | Organization | None | None | None | None | None |
| Organization Activity Summary | None | None | None | None | None | None | None | None |
| Participant | None | None | None | None | None | None | None | None |
| Person | None | None | None | None | None | None | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | None | None | None | None | None | None | None | None |
| Person Behavior Alleged | None | None | None | None | None | None | None | None |
| Person Bias | None | None | None | None | None | None | None | None |
| Person Bias Alleged | None | None | None | None | None | None | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | None | None | None | None | None | None | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | None | None | None | None | None | None | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | None | None | None | None | None | None | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | None | None | None | None | None | None | None | None |
| Person Medication | None | None | None | None | None | None | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | None | None | None | None | None | None | None | None |
| Person Restraint | None | None | None | None | None | None | None | None |
| Person Treatment | None | None | None | None | None | None | None | None |
| Red Flag | None | None | None | None | None | None | None | None |
| Staff | None | None | None | None | None | None | None | None |
| Volunteers | None | None | None | None | None | None | None | None |
| Witness | None | None | None | None | None | None | None | None |
| Witness Statement | None | None | None | None | None | None | None | None |
IA Lookups Admin
The IA Lookups Admin role is the administrative role for managing IncidentAnalytix reference data and lookup tables. It grants full Create, Read, Write, and Delete access across all IA lookup tables (maintained in a separate lookup-table documentation set). No permissions are granted to incident operational entities in this role. This role is assigned to the designated IA configuration administrator responsible for maintaining dropdown values, taxonomy hierarchies, classification frameworks, and other seed data that powers IA functionality.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | None | None | None | None | None | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | None | None | None | None | None | None | None | None |
| Group Behavior Alleged | None | None | None | None | None | None | None | None |
| Group Bias | None | None | None | None | None | None | None | None |
| Group Bias Alleged | None | None | None | None | None | None | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | None | None | None | None | None | None | None | None |
| Incident | None | None | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | None | None | None | None | None | None | None |
| Incident Communication Log | None | None | None | None | None | None | None | None |
| Incident Contributing Factor | None | None | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Crime | None | None | None | None | None | None | None | None |
| Incident Damage | None | None | None | None | None | None | None | None |
| Incident Environment | None | None | None | None | None | None | None | None |
| Incident Environmental Condition | None | None | None | None | None | None | None | None |
| Incident Equipment Involved | None | None | None | None | None | None | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | None | None | None | None | None | None | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Notification Log | None | None | None | None | None | None | None | None |
| Incident Police Report | None | None | None | None | None | None | None | None |
| Incident Red Flag | None | None | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | None | None | None | None | None | None | None | None |
| Incident Weather | None | None | None | None | None | None | None | None |
| Incident Weather Condition | None | None | None | None | None | None | None | None |
| Lookup Legacy User | None | None | None | None | None | None | None | None |
| Organization Activity Summary | None | None | None | None | None | None | None | None |
| Participant | None | None | None | None | None | None | None | None |
| Person | None | None | None | None | None | None | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | None | None | None | None | None | None | None | None |
| Person Behavior Alleged | None | None | None | None | None | None | None | None |
| Person Bias | None | None | None | None | None | None | None | None |
| Person Bias Alleged | None | None | None | None | None | None | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | None | None | None | None | None | None | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | None | None | None | None | None | None | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | None | None | None | None | None | None | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | None | None | None | None | None | None | None | None |
| Person Medication | None | None | None | None | None | None | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | None | None | None | None | None | None | None | None |
| Person Restraint | None | None | None | None | None | None | None | None |
| Person Treatment | None | None | None | None | None | None | None | None |
| Red Flag | None | None | None | None | None | None | None | None |
| Staff | None | None | None | None | None | None | None | None |
| Volunteers | None | None | None | None | None | None | None | None |
| Witness | None | None | None | None | None | None | None | None |
| Witness Statement | None | None | None | None | None | None | None | None |
IA Queue Admin
The IA Queue Admin role provides Power Platform queue management privileges, including the ability to create, manage, and route queue items used in IncidentAnalytix workflow escalation and notification pipelines. All Dataverse entity-level permissions for IA tables are None; this role operates exclusively at the platform queue level. It is typically assigned alongside a data-access role for administrators who manage the routing queues that drive incident escalation and review assignment workflows.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | None | None | None | None | None | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | None | None | None | None | None | None | None | None |
| Group Behavior Alleged | None | None | None | None | None | None | None | None |
| Group Bias | None | None | None | None | None | None | None | None |
| Group Bias Alleged | None | None | None | None | None | None | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | None | None | None | None | None | None | None | None |
| Incident | None | None | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | None | None | None | None | None | None | None |
| Incident Communication Log | None | None | None | None | None | None | None | None |
| Incident Contributing Factor | None | None | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Crime | None | None | None | None | None | None | None | None |
| Incident Damage | None | None | None | None | None | None | None | None |
| Incident Environment | None | None | None | None | None | None | None | None |
| Incident Environmental Condition | None | None | None | None | None | None | None | None |
| Incident Equipment Involved | None | None | None | None | None | None | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | None | None | None | None | None | None | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Notification Log | None | None | None | None | None | None | None | None |
| Incident Police Report | None | None | None | None | None | None | None | None |
| Incident Red Flag | None | None | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | None | None | None | None | None | None | None | None |
| Incident Weather | None | None | None | None | None | None | None | None |
| Incident Weather Condition | None | None | None | None | None | None | None | None |
| Lookup Legacy User | None | None | None | None | None | None | None | None |
| Organization Activity Summary | None | None | None | None | None | None | None | None |
| Participant | None | None | None | None | None | None | None | None |
| Person | None | None | None | None | None | None | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | None | None | None | None | None | None | None | None |
| Person Behavior Alleged | None | None | None | None | None | None | None | None |
| Person Bias | None | None | None | None | None | None | None | None |
| Person Bias Alleged | None | None | None | None | None | None | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | None | None | None | None | None | None | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | None | None | None | None | None | None | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | None | None | None | None | None | None | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | None | None | None | None | None | None | None | None |
| Person Medication | None | None | None | None | None | None | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | None | None | None | None | None | None | None | None |
| Person Restraint | None | None | None | None | None | None | None | None |
| Person Treatment | None | None | None | None | None | None | None | None |
| Red Flag | None | None | None | None | None | None | None | None |
| Staff | None | None | None | None | None | None | None | None |
| Volunteers | None | None | None | None | None | None | None | None |
| Witness | None | None | None | None | None | None | None | None |
| Witness Statement | None | None | None | None | None | None | None | None |
IA Queue Items Viewer
The IA Queue Items Viewer role grants read-only access to Power Platform queue items associated with IncidentAnalytix workflows. This role supports queue monitoring and triage without granting any direct IA entity access. It is appropriate for supervisors or workflow administrators who need visibility into pending approvals, escalation queues, and notification status without the ability to modify incident records directly.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | None | None | None | None | None | None | None |
| Group Adjudication | None | None | None | None | None | None | None | None |
| Group Behavior | None | None | None | None | None | None | None | None |
| Group Behavior Alleged | None | None | None | None | None | None | None | None |
| Group Bias | None | None | None | None | None | None | None | None |
| Group Bias Alleged | None | None | None | None | None | None | None | None |
| Group Consequence | None | None | None | None | None | None | None | None |
| Group Evidence | None | None | None | None | None | None | None | None |
| Group Infraction | None | None | None | None | None | None | None | None |
| Group Insurance Claim | None | None | None | None | None | None | None | None |
| Group Investigation | None | None | None | None | None | None | None | None |
| Group Investigator | None | None | None | None | None | None | None | None |
| Group Legal Action | None | None | None | None | None | None | None | None |
| Group Police Report | None | None | None | None | None | None | None | None |
| Incident | None | None | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | None | None | None | None | None | None | None |
| Incident Communication Log | None | None | None | None | None | None | None | None |
| Incident Contributing Factor | None | None | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Crime | None | None | None | None | None | None | None | None |
| Incident Damage | None | None | None | None | None | None | None | None |
| Incident Environment | None | None | None | None | None | None | None | None |
| Incident Environmental Condition | None | None | None | None | None | None | None | None |
| Incident Equipment Involved | None | None | None | None | None | None | None | None |
| Incident Evidence | None | None | None | None | None | None | None | None |
| Incident File | None | None | None | None | None | None | None | None |
| Incident Insurance Claim | None | None | None | None | None | None | None | None |
| Incident Interview | None | None | None | None | None | None | None | None |
| Incident Investigation | None | None | None | None | None | None | None | None |
| Incident Investigator | None | None | None | None | None | None | None | None |
| Incident Legal Action | None | None | None | None | None | None | None | None |
| Incident Media | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor | None | None | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | None | None | None | None | None | None | None |
| Incident Notification Log | None | None | None | None | None | None | None | None |
| Incident Police Report | None | None | None | None | None | None | None | None |
| Incident Red Flag | None | None | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | None | None | None | None | None | None | None |
| Incident Response | None | None | None | None | None | None | None | None |
| Incident Review | None | None | None | None | None | None | None | None |
| Incident Vehicle | None | None | None | None | None | None | None | None |
| Incident Weather | None | None | None | None | None | None | None | None |
| Incident Weather Condition | None | None | None | None | None | None | None | None |
| Lookup Legacy User | None | None | None | None | None | None | None | None |
| Organization Activity Summary | None | None | None | None | None | None | None | None |
| Participant | None | None | None | None | None | None | None | None |
| Person | None | None | None | None | None | None | None | None |
| Person Adjudication | None | None | None | None | None | None | None | None |
| Person Advisor | None | None | None | None | None | None | None | None |
| Person Behavior | None | None | None | None | None | None | None | None |
| Person Behavior Alleged | None | None | None | None | None | None | None | None |
| Person Bias | None | None | None | None | None | None | None | None |
| Person Bias Alleged | None | None | None | None | None | None | None | None |
| Person Consequence | None | None | None | None | None | None | None | None |
| Person Criminal Activity | None | None | None | None | None | None | None | None |
| Person Equipment Involved | None | None | None | None | None | None | None | None |
| Person Evidence | None | None | None | None | None | None | None | None |
| Person Illness | None | None | None | None | None | None | None | None |
| Person Infraction | None | None | None | None | None | None | None | None |
| Person Injury | None | None | None | None | None | None | None | None |
| Person Insurance Claim | None | None | None | None | None | None | None | None |
| Person Investigation | None | None | None | None | None | None | None | None |
| Person Investigator | None | None | None | None | None | None | None | None |
| Person Legal Action | None | None | None | None | None | None | None | None |
| Person Location | None | None | None | None | None | None | None | None |
| Person Medication | None | None | None | None | None | None | None | None |
| Person OSHA | None | None | None | None | None | None | None | None |
| Person Police Report | None | None | None | None | None | None | None | None |
| Person Restraint | None | None | None | None | None | None | None | None |
| Person Treatment | None | None | None | None | None | None | None | None |
| Red Flag | None | None | None | None | None | None | None | None |
| Staff | None | None | None | None | None | None | None | None |
| Volunteers | None | None | None | None | None | None | None | None |
| Witness | None | None | None | None | None | None | None | None |
| Witness Statement | None | None | None | None | None | None | None | None |
IA Read Only Business Unit
The IA Read Only Business Unit role provides read-only access to all IncidentAnalytix entities scoped to the user’s assigned Business Unit. No Create, Write, Delete, Assign, or Share privileges are granted. This role is appropriate for supervisors, program directors, or compliance reviewers who need visibility into incident data within their area of responsibility without modification rights. It is the standard reporting role for business unit leaders who review incidents but do not directly manage data entry.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | Business Unit | None | None | None | None | None | None |
| Group Adjudication | None | Business Unit | None | None | None | None | None | None |
| Group Behavior | None | Business Unit | None | None | None | None | None | None |
| Group Behavior Alleged | None | Business Unit | None | None | None | None | None | None |
| Group Bias | None | Business Unit | None | None | None | None | None | None |
| Group Bias Alleged | None | Business Unit | None | None | None | None | None | None |
| Group Consequence | None | Business Unit | None | None | None | None | None | None |
| Group Evidence | None | Business Unit | None | None | None | None | User | None |
| Group Infraction | None | Business Unit | None | None | None | None | None | None |
| Group Insurance Claim | None | Business Unit | None | None | None | None | None | None |
| Group Investigation | None | Business Unit | None | None | None | None | None | None |
| Group Investigator | None | Business Unit | None | None | None | None | None | None |
| Group Legal Action | None | Business Unit | None | None | None | None | None | None |
| Group Police Report | None | Business Unit | None | None | None | None | None | None |
| Incident | None | Business Unit | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | Business Unit | None | None | None | None | None | None |
| Incident Communication Log | None | Business Unit | None | None | None | None | None | None |
| Incident Contributing Factor | None | Business Unit | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | Business Unit | None | None | None | None | None | None |
| Incident Crime | None | Business Unit | None | None | None | None | None | None |
| Incident Damage | None | Business Unit | None | None | None | None | None | None |
| Incident Environment | None | Business Unit | None | None | None | None | None | None |
| Incident Environmental Condition | None | Business Unit | None | None | None | None | None | None |
| Incident Equipment Involved | None | Business Unit | None | None | None | None | None | None |
| Incident Evidence | None | Business Unit | None | None | None | None | None | None |
| Incident File | None | Business Unit | None | None | None | None | None | None |
| Incident Insurance Claim | None | Business Unit | None | None | None | None | None | None |
| Incident Interview | None | Business Unit | None | None | None | None | None | None |
| Incident Investigation | None | Business Unit | None | None | None | None | None | None |
| Incident Investigator | None | Business Unit | None | None | None | None | None | None |
| Incident Legal Action | None | Business Unit | None | None | None | None | None | None |
| Incident Media | None | Business Unit | None | None | None | None | None | None |
| Incident Mitigating Factor | None | Business Unit | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | Business Unit | None | None | None | None | None | None |
| Incident Notification Log | None | Business Unit | None | None | None | None | None | None |
| Incident Police Report | None | Business Unit | None | None | None | None | None | None |
| Incident Red Flag | None | Business Unit | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | Business Unit | None | None | None | None | None | None |
| Incident Response | None | Business Unit | None | None | None | None | None | None |
| Incident Review | None | Business Unit | None | None | None | None | None | None |
| Incident Vehicle | None | Business Unit | None | None | None | None | None | None |
| Incident Weather | None | Business Unit | None | None | None | None | None | None |
| Incident Weather Condition | None | Business Unit | None | None | None | None | None | None |
| Lookup Legacy User | None | Organization | None | None | None | None | None | None |
| Organization Activity Summary | None | Business Unit | None | None | None | None | None | None |
| Participant | None | Business Unit | None | None | None | None | None | None |
| Person | None | Business Unit | None | None | None | None | None | None |
| Person Adjudication | None | Business Unit | None | None | None | None | None | None |
| Person Advisor | None | Business Unit | None | None | None | None | None | None |
| Person Behavior | None | Business Unit | None | None | None | None | None | None |
| Person Behavior Alleged | None | Business Unit | None | None | None | None | None | None |
| Person Bias | None | Business Unit | None | None | None | None | None | None |
| Person Bias Alleged | None | Business Unit | None | None | None | None | None | None |
| Person Consequence | None | Business Unit | None | None | None | None | None | None |
| Person Criminal Activity | None | Business Unit | None | None | None | None | None | None |
| Person Equipment Involved | None | Business Unit | None | None | None | None | None | None |
| Person Evidence | None | Business Unit | None | None | None | None | None | None |
| Person Illness | None | Business Unit | None | None | None | None | None | None |
| Person Infraction | None | Business Unit | None | None | None | None | None | None |
| Person Injury | None | Business Unit | None | None | None | None | None | None |
| Person Insurance Claim | None | Business Unit | None | None | None | None | None | None |
| Person Investigation | None | Business Unit | None | None | None | None | None | None |
| Person Investigator | None | Business Unit | None | None | None | None | None | None |
| Person Legal Action | None | Business Unit | None | None | None | None | None | None |
| Person Location | None | Business Unit | None | None | None | None | None | None |
| Person Medication | None | Business Unit | None | None | None | None | None | None |
| Person OSHA | None | Business Unit | None | None | None | None | None | None |
| Person Police Report | None | Business Unit | None | None | None | None | None | None |
| Person Restraint | None | Business Unit | None | None | None | None | None | None |
| Person Treatment | None | Business Unit | None | None | None | None | None | None |
| Red Flag | None | Business Unit | None | None | None | None | None | None |
| Staff | None | Business Unit | None | None | None | None | None | None |
| Volunteers | None | Business Unit | None | None | None | None | None | None |
| Witness | None | Business Unit | None | None | None | None | None | None |
| Witness Statement | None | Business Unit | None | None | None | None | None | None |
IA Read Only Organization
The IA Read Only Organization role provides organization-wide read-only access across all IncidentAnalytix entities. No Create, Write, Delete, Assign, or Share permissions are granted. This role is designed for enterprise-level reporting, analytics, executive review, external auditors, and data analysts who need comprehensive visibility across the entire incident dataset without the ability to modify records. It is the broadest read-access role and should be assigned with awareness of the sensitive nature of incident data.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | None | Organization | None | None | None | None | None | None |
| Group Adjudication | None | Organization | None | None | None | None | None | None |
| Group Behavior | None | Organization | None | None | None | None | None | None |
| Group Behavior Alleged | None | Organization | None | None | None | None | None | None |
| Group Bias | None | Organization | None | None | None | None | None | None |
| Group Bias Alleged | None | Organization | None | None | None | None | None | None |
| Group Consequence | None | Organization | None | None | None | None | None | None |
| Group Evidence | None | Organization | None | None | None | None | User | None |
| Group Infraction | None | Organization | None | None | None | None | None | None |
| Group Insurance Claim | None | Organization | None | None | None | None | None | None |
| Group Investigation | None | Organization | None | None | None | None | None | None |
| Group Investigator | None | Organization | None | None | None | None | None | None |
| Group Legal Action | None | Organization | None | None | None | None | None | None |
| Group Police Report | None | Organization | None | None | None | None | None | None |
| Incident | None | Organization | None | None | None | None | None | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | None | Organization | None | None | None | None | None | None |
| Incident Communication Log | None | Organization | None | None | None | None | None | None |
| Incident Contributing Factor | None | Organization | None | None | None | None | None | None |
| Incident Contributing Factor Relationship | None | Organization | None | None | None | None | None | None |
| Incident Crime | None | Organization | None | None | None | None | None | None |
| Incident Damage | None | Organization | None | None | None | None | None | None |
| Incident Environment | None | Organization | None | None | None | None | None | None |
| Incident Environmental Condition | None | Organization | None | None | None | None | None | None |
| Incident Equipment Involved | None | Organization | None | None | None | None | None | None |
| Incident Evidence | None | Organization | None | None | None | None | None | None |
| Incident File | None | Organization | None | None | None | None | None | None |
| Incident Insurance Claim | None | Organization | None | None | None | None | None | None |
| Incident Interview | None | Organization | None | None | None | None | None | None |
| Incident Investigation | None | Organization | None | None | None | None | None | None |
| Incident Investigator | None | Organization | None | None | None | None | None | None |
| Incident Legal Action | None | Organization | None | None | None | None | None | None |
| Incident Media | None | Organization | None | None | None | None | None | None |
| Incident Mitigating Factor | None | Organization | None | None | None | None | None | None |
| Incident Mitigating Factor Relationship | None | Organization | None | None | None | None | None | None |
| Incident Notification Log | None | Organization | None | None | None | None | None | None |
| Incident Police Report | None | Organization | None | None | None | None | None | None |
| Incident Red Flag | None | Organization | None | None | None | None | None | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | None | Organization | None | None | None | None | None | None |
| Incident Response | None | Organization | None | None | None | None | None | None |
| Incident Review | None | Organization | None | None | None | None | None | None |
| Incident Vehicle | None | Organization | None | None | None | None | None | None |
| Incident Weather | None | Organization | None | None | None | None | None | None |
| Incident Weather Condition | None | Organization | None | None | None | None | None | None |
| Lookup Legacy User | None | Organization | None | None | None | None | None | None |
| Organization Activity Summary | None | Organization | None | None | None | None | None | None |
| Participant | None | Organization | None | None | None | None | None | None |
| Person | None | Organization | None | None | None | None | None | None |
| Person Adjudication | None | Organization | None | None | None | None | None | None |
| Person Advisor | None | Organization | None | None | None | None | None | None |
| Person Behavior | None | Organization | None | None | None | None | None | None |
| Person Behavior Alleged | None | Organization | None | None | None | None | None | None |
| Person Bias | None | Organization | None | None | None | None | None | None |
| Person Bias Alleged | None | Organization | None | None | None | None | None | None |
| Person Consequence | None | Organization | None | None | None | None | None | None |
| Person Criminal Activity | None | Organization | None | None | None | None | None | None |
| Person Equipment Involved | None | Organization | None | None | None | None | None | None |
| Person Evidence | None | Organization | None | None | None | None | None | None |
| Person Illness | None | Organization | None | None | None | None | None | None |
| Person Infraction | None | Organization | None | None | None | None | None | None |
| Person Injury | None | Organization | None | None | None | None | None | None |
| Person Insurance Claim | None | Organization | None | None | None | None | None | None |
| Person Investigation | None | Organization | None | None | None | None | None | None |
| Person Investigator | None | Organization | None | None | None | None | None | None |
| Person Legal Action | None | Organization | None | None | None | None | None | None |
| Person Location | None | Organization | None | None | None | None | None | None |
| Person Medication | None | Organization | None | None | None | None | None | None |
| Person OSHA | None | Organization | None | None | None | None | None | None |
| Person Police Report | None | Organization | None | None | None | None | None | None |
| Person Restraint | None | Organization | None | None | None | None | None | None |
| Person Treatment | None | Organization | None | None | None | None | None | None |
| Red Flag | None | Organization | None | None | None | None | None | None |
| Staff | None | Organization | None | None | None | None | None | None |
| Volunteers | None | Organization | None | None | None | None | None | None |
| Witness | None | Organization | None | None | None | None | None | None |
| Witness Statement | None | Organization | None | None | None | None | None | None |
IA Risk Manager Business Unit
The IA Risk Manager Business Unit role is a full read-write role scoped to the Business Unit level, designed for risk managers, safety officers, and incident analysts who need to create, edit, and review incidents and related records within their business unit. It provides the operational data access necessary to complete investigation workflows, add contributing factors, record mitigating actions, and manage post-event tracking — all within the scope of the assigned business unit.
View Permissions Table
| Entity Name | Create | Read | Write | Delete | Append | Append To | Assign | Share |
|---|---|---|---|---|---|---|---|---|
| Group | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Adjudication | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Behavior | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Behavior Alleged | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Bias | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Bias Alleged | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Consequence | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Evidence | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Infraction | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Insurance Claim | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Investigation | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Investigator | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Legal Action | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Group Police Report | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| IncidentAnalytix Configuration | None | None | None | None | None | None | None | None |
| Incident Bias | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Communication Log | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Contributing Factor | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Contributing Factor Relationship | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Crime | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Damage | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Environment | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Environmental Condition | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Equipment Involved | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Evidence | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident File | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Insurance Claim | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Interview | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Investigation | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Investigator | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Legal Action | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Media | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Mitigating Factor | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Mitigating Factor Relationship | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Notification Log | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Police Report | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Red Flag | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Relationship | None | None | None | None | None | None | None | None |
| Incident Reportable | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Response | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Review | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Vehicle | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Weather | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Incident Weather Condition | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Lookup Legacy User | None | Organization | None | None | None | Organization | None | None |
| Organization Activity Summary | None | Business Unit | None | None | Business Unit | Business Unit | Business Unit | None |
| Participant | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Adjudication | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Advisor | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Behavior | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Behavior Alleged | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Bias | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Bias Alleged | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Consequence | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Criminal Activity | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Equipment Involved | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Evidence | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Illness | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Infraction | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Injury | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Insurance Claim | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Investigation | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Investigator | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Legal Action | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Location | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Medication | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person OSHA | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Police Report | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Restraint | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Person Treatment | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Red Flag | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Staff | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Volunteers | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Witness | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
| Witness Statement | Business Unit | Business Unit | Business Unit | None | Business Unit | Business Unit | Business Unit | None |
Miscellaneous Privileges
The Miscellaneous Privileges section documents platform-level (non-entity) privileges assigned to IncidentAnalytix security roles. These include Power Automate flow execution rights (Flow), synchronous workflow activation (Activate Synchronous Workflow), and general workflow execution (Workflow Execution). These privileges are required for Power Automate notification flows, approval workflows, and automated processes triggered by IA users.
View Permissions Table
| Role Name | Privilege Name | Object Type | Permission |
|---|---|---|---|
| IA Admin | Workflow Execution | none | Organization |
| IA Copilot Access | Activate Synchronous Workflow | none | User |
| IA Copilot Access | Flow | none | Organization |
| IA Copilot Access | Workflow Execution | none | Organization |
| IA Data Delete Full (Organization) | Activate Synchronous Workflow | none | User |
| IA Data Delete Full (Organization) | Flow | none | Organization |
| IA Data Delete Full (Organization) | Workflow Execution | none | Organization |
| IA Entra Directory Lookup Reader | Activate Synchronous Workflow | none | User |
| IA Entra Directory Lookup Reader | Flow | none | Organization |
| IA Entra Directory Lookup Reader | Workflow Execution | none | Organization |
| IA Generic (Platform Features) | Activate Synchronous Workflow | none | User |
| IA Generic (Platform Features) | Flow | none | Organization |
| IA Generic (Platform Features) | Workflow Execution | none | Organization |
| IA Incident Reporter | Workflow Execution | none | Organization |
| IA Incident Reporter Field | Workflow Execution | none | Organization |
| IA Licensor | Activate Synchronous Workflow | none | User |
| IA Licensor | Flow | none | Organization |
| IA Licensor | Workflow Execution | none | Organization |
| IA Lookup Configuration | Activate Synchronous Workflow | none | User |
| IA Lookup Configuration | Flow | none | Organization |
| IA Lookup Configuration | Workflow Execution | none | Organization |
| IA Lookups Admin | Workflow Execution | none | Organization |
| IA Queue Admin | Activate Synchronous Workflow | none | User |
| IA Queue Admin | Flow | none | Organization |
| IA Queue Admin | Workflow Execution | none | Organization |
| IA Queue Items Viewer | Activate Synchronous Workflow | none | User |
| IA Queue Items Viewer | Flow | none | Organization |
| IA Queue Items Viewer | Workflow Execution | none | Organization |