Access Roles can be set up in all of 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
- 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:- - 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
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 –- .
- 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
Click on Save to save the new role
Access Roles for Action Assignments, Checklist Assignments
Select the Rights that should be associated with it –- 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
Click on Save to save the new role
Access Roles for Action and Checklist Results
Select the Rights that should be associated with it –- .
- Task Results and Checklist Results - Ability to Read, Complete and Update Completed Results
Click on Save to save the new role
- .
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.
Access Roles for Entities and Contacts
Select the Rights that should be associated with it – Read, Update, Create and Retire
- Registers & Forms and Super Sensitive Registers & Forms - Ability to Read, Update, Create, Close and Reopen.
- These can further narrow down the
Click on Save to save the new role
Access Roles for Folios
Select the Rights that should be associated with it –- 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
Click on Save to save the new role
Access Roles for Snapshots
This role allows the administrator- access by Categories that apply to that role.
- Snapshots - Ability to limit the snapshots that
- a user can view on their home page
Select the Snapshots that the users in the group should be able to view or add
- .