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

Access Roles for Administrators

Access roles for administrators include:

1. Admin rights - Ability to change administrator settings

2. Admin with retire rights - Same as Admin rights but can retire or delete administrator settings

3. Bulk actions - Ability to make changes in bulk

4. 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

1. Select the Rights that should be associated with it – Read, Update, Create and Retire

2. You can further narrow down the role to Category – select the Category to which the role applies.

3. Click on Save to save the new role

Access Roles for Action Assignments, Checklist Assignments

1. Select the Rights that should be associated with it – Read, Update, Create and Retire

2. Please note in order for the users access to assignments to take effect they will need at least read access to the action or checklist itself as well.
3. If a user has access to an action assignment, but not at least read access to the action itself then they will not be able to view any assignments of that action.

4. Click on Save to save the new role

Access Roles for Action and Checklist Results

1.  Select the Rights that should be associated with it – Read, Complete and Update Completed Results

2. Click on Save to save the new role

It is important to understand that all users will be able to complete an action or checklist that is assigned to them.  These rights refer to the ability to Read the Results of other users, Complete the result of other users and update the Results of others.  Typically it is used where you want users to be able to view, update or update results only in their business unit or in their business unit plus sub-business units.

Access Roles for Entities and Contacts

1. Select the Rights that should be associated with it – Read, Update, Create and Retire

2. You can further narrow down the role to specific Entity categories – select the Entity Category/s to which the role applies.

3. Click on Save to save the new role

Access Roles for Folios

1. Select the Rights that should be associated with it – Read, Update, Create and Retire

2. You can further narrow down the role to specific Folio templates – select the Folio template/s to which the role applies.

3. Click on Save to save the new role

Access Roles for Snapshots

This role allows the administrator to limit the snapshots that the user can view on their home page.

1. Select the Snapshots that the users in the group should be able to view or add

2. Click on Save to save the new role.

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