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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



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