Access Roles provide the Users the ability to do certain actions and see certain data within Assurance.
Page Tree root Setting up Access Rights
Access Roles are split into the following areas:
- Super User - Full Access including bulk action and report sharing
- Administration Roles
- Admin rights - Ability to change administrator settings.
- Admin with retire rights - Same rights as Admin rights but can also retire or delete administrator settings.
- Bulk Actions - Ability to make changes in bulk.
- Share Reports - Ability to share reports with other users.
- Business Unit Manager - Ability to manage users, roles, templates and launchpads for their business unit(s).
- Tasks, Checklists and Documents - Ability to Read, Update, Create and Retire (Delete for Documents).
- These can further narrow down the access by Categories that apply to that role.
- Task Assignments and Checklist Assignments - Ability to Read, Update, Create and Retire.
- NOTE: In order for the users access to assignments to take effect they will need at least read access to the task or checklist.
- Task Results and Checklist Results - Ability to Read, Complete and Update Completed Results.
All users will be able to complete an action or checklist that is assigned to them.
These rights refer to the ability to Read, Complete or Update the Results of other users.
Typically it is used where you want users to be able to view, complete or update results only in their business unit, or in their business unit plus sub-business units.
- Registers & Forms and Super Sensitive Registers & Forms - Ability to Read, Update, Create, Close and Reopen.
- These can further narrow down the access by Template(s) that apply to that role.
- Entities and Contacts - Ability to Read, Update, Create and Retire
- These can further narrow down the access by Categories that apply to that role.
- Snapshots - Ability to limit the snapshots that a user can view on their home page.