Access Roles provide the Users the ability to do certain actions and see certain data within Assurance. 

Access Roles are split into the following areas:

• Super User - 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.
• 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 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.
• Task Results and Checklist Results - Ability to Read, Complete and Update Completed Results.

  • 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.

• Registers & Forms and Super Sensitive Registers & Forms - Ability to Read, Update, Create, Close and Reopen.
  • These can further narrow down the 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 access by Categories that apply to that role.
• Snapshots - Ability to limit the snapshots that a user can view on their home page.

Need More Help?