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If your organisation does not use Single Sign-On, a user directory will be created for you. From here you can manage your site’s users and their permissions.
When your user directory is set up, administrator accounts will be created for the individuals you have nominated. When these accounts are created, emails will be sent to each administrator with a temporary password that they will be requested to change. The links in these emails expire after 24 hours1 week. If the password has not been changed within this time frame, you will need to contact CompliSpace to let us know that the accounts need to be re-created.
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You will need to set up your user profile in the user directory before you can log in to your PolicyConnect site.
Logging In
Note: Your user directory site is separate from your PolicyConnect site, however your log in details will work across both. Clicking the home icon within your user directory will take you to the user directory homepage, not your PolicyConnect homepage.
Once your administrator accounts have been successfully set up, you will be able to log in to your user directory. To do so:
Open a web browser of your choice and enter your user directory’s URL.
The URL of your user directory will follow the formathttps://[SiteCode].app.ud.complispaceone.comwhere[Sitecode]will be replaced with your organisation's chosen site code. This code will be the same as the one used in your PolicyConnect site URL.For example, if your site’s URL is
https://example.policyconnect.com.au, then your site code would beexampleand your user directory URL would behttps://example.app.ud.complispaceone.comYou will then be taken to a page that looks like this:
Enter your email address in the
Emailfield, and enter the new password you just created in thePasswordfield. Click theLoginbutton to sign in to your user directory.Once you have logged in successfully, you will be presented with a page that looks like this:
Adding a New User
To add a new user, begin by clicking on the blue
Add Userbutton.This will take you to a page where you will be asked to enter an email address, a given name and a surname for your new user.
Once you have done so, click the blue
SavebuttonThis will create the user account and will send an email to your new user with a temporary password that they will be requested to change. This works in the same way as when you set a new password for your administrator account.
Note: The user will not be able to log in to the site until they have been assigned permissions.
Assigning User Permissions
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From the user directory homepage, locate the user who’s permissions you wish to change, and then select the pencil icon next to their name in the Actions column of the table.
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Click on the ‘Add Groups’ icon in the ‘Groups’ bar.
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This will open a pop-up window containing a drop-down list of the different user permission levels available for you to assign to the user.
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Select the permission groups you would like to assign to your user. The different PolicyConnect permission levels available to you are as follows:
administrator - This permission level allows an account to add/edit users within your user directory and assign permission levels to them. This permission level by itself does not allow access to your PolicyConnect site, you must also assign the user policyconnect_administrator privileges.
policyconnect_groupadministrator - This permission level allows a users access to the group administrator features of your PolicyConnect site. This includes all of the permissions within policyconnect_administrator. If adding a user to this group, do not add the user to the policyconnect_user or policyconnect_administrator groups as well.
policyconnect_administrator - This permission level allows a user access to the administrator features of your PolicyConnect site. If adding a user to this group, do not add the user to the policyconnect_user or policyconnect_groupadministrator groups as well.
policyconnect_user - This permission level is what is assigned to general users of your PolicyConnect site. It does not permit them to make any changes to the site. If adding a user to this group, do not add the user to the policyconnect_administrator or policyconnect_groupadministrator groups as well.
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log in to your
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User Role Matrix
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Administrator
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PolicyConnect Group Administrator
PolicyConnect
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PolicyConnect User
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Can make changes to user directory
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site
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✓
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✓
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Can make changes to individual PolicyConnect site
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✓
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✓
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Can make changes across all PolicyConnect sites within a group
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✓
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Disabling/Re-enabling a User Account
From the user directory homepage, locate the user you wish to disable or re-enable, and then select check-box icon next to their name. This icon functions as a toggle button, with an empty check-box denoting a disabled user, and a ticked check-box denoting an enabled user. You can also check the status of an account in the
Activecolumn of the user table.
Deleting a User Account
From the user directory homepage, locate the user you wish to delete, and then select the bin icon next to their name. You will be asked to confirm that you wish to delete the user before the account is removed.
Searching for a User
If your user directory contains a large number of accounts, you may wish to use the search feature to locate a specific account.
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In the user directory home page, there is a drop-down filter menu above the user table that is set to All Users by default.
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Once we have selected the Surname option, a search bar will appear next to the drop down menu. Type in the surname of the user you wish to locate and press the return key. The user table will now be filtered to show only a list of users with surnames that match the text you have entered.
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