Access Roles can be set up in all of the following areas –
- Super User
- Administration Roles including full Administration rights, Share Reports and Bulk Actions
- Folios
- Actions
- Action Assignments
- Action Results
- Checklists
- Checklist Assignments
- Checklist Results
- Entities and Contacts
- Documents
- Snapshots
Access Roles for Administrators
Access roles for administrators include:
Admin rights - Ability to change administrator settings
Admin with retire rights - Same as Admin rights but can retire or delete administrator settings
Bulk actions - Ability to make changes in bulk
Share reports - Ability to share reports with other users
There is also Super User rights, which give full access including bulk action and report sharing.
Access Roles for Actions, Checklists and Documents
Select the Rights that should be associated with it – Read, Update, Create and Retire
You can further narrow down the role to Category – select the Category to which the role applies.
Click on Save to save the new role
Access Roles for Action Assignments, Checklist Assignments
Select the Rights that should be associated with it – Read, Update, Create and Retire
- Please note in order for the users access to assignments to take effect they will need at least read access to the action or checklist itself as well.
- If a user has access to an action assignment, but not at least read access to the action itself then they will not be able to view any assignments of that action.
Click on Save to save the new role
Access Roles for Action and Checklist Results
Select the Rights that should be associated with it – Read, Complete and Update Completed Results
Click on Save to save the new role
It is important to understand that all users will be able to complete an action or checklist that is assigned to them. These rights refer to the ability to Read the Results of other users, Complete the result of other users and update the Results of others. Typically it is used where you want users to be able to view, update or update results only in their business unit or in their business unit plus sub-business units.
Access Roles for Entities and Contacts
Select the Rights that should be associated with it – Read, Update, Create and Retire
- You can further narrow down the role to specific Entity categories – select the Entity Category/s to which the role applies.
Click on Save to save the new role
Access Roles for Folios
Select the Rights that should be associated with it – Read, Update, Create and Retire
You can further narrow down the role to specific Folio templates – select the Folio template/s to which the role applies.
Click on Save to save the new role
Access Roles for Snapshots
This role allows the administrator to limit the snapshots that the user can view on their home page.
Select the Snapshots that the users in the group should be able to view or add
Click on Save to save the new role.