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Permission Rights for Users can be created in Roles, then these Roles can be grouped together within User Profiles.


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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