How to Grant Access Roles to Full Users in Assurance

Once you have created a new Full User, they will need to be granted Access Roles before they can read, update, create or retire records in Assurance.

In this article, you will learn about:

• How to Grant Access Roles to Full Users

How to Grant Access Roles to Full Users

Full Users can be granted Access Roles via one of two ways:

• The Rights tab on their account accessed via 'Users' in the Administration section
• The All Roles section available under 'Access Rights' in the Administration section

Rights Tab on their account in the 'Users' section

1. Go to the Administration section (Top right gear wheel). Select 'Users'

2. Select the Name of the person from the Users List who you wish to grant Access Rights to.

3. Select the Rights tab when you have opened their account.

4. Select Add Roles. Alternatively, select Add User Profile. For information about how to assign a pre-created User Profile, click here.

5. If you select Add Roles, you will then be able to add pre-created roles for your Full User. Click here for more information about the types of User Roles available.
5a) First, select the Role Type from the drop-down by clicking into the white space. Here, Forms has been selected.

5b) Next, select the + button next to the role type you would like to assign to the user. Then, select the blue Add Roles button.

This Role gives the person access to Read, Update, Create, Close and Reopen the 'Demo Form' template.

Note: if you want a Full User to be able to access everything on the Assurance site, allocate them to the 'Super User' role under the Administration Role Type category.

If a specific Access Role does not exist, it will need to be created first. If you are not a Super User or do not have Administrator Rights, please contact your Assurance Administrator for further assistance.

All Roles Section via 'Access Rights'

Please Note: If CompliSpace has created this role for you (as you do not have the access rights), you should add the person to the role via the User list (first method)

1. Select Access Rights from the General section.

2. Select All Roles from the Access Right screen.

3. By selecting the blue 'Users' button on a role, you will be able to add people to specific roles this way.

4. Select + Users.

5. Select into the white space underneath Select Users and start typing the name of the user. When you see their name appear, select their name, and select the blue Add Users button to add them to the role.