We have updated the access roles for Registers and Forms - All Templates. Previously, you could only choose to Read or Manage all templates.
The terminology for the roles has been changed to verbs to demonstrate what the person can to do in that role.
The new roles are as follows:
- View - Ability to Read all Registers/Forms
- Report - Ability to Read, Update and Create all Registers/Forms
- Manage - Ability to Read, Update, Create, Close and Re-open all Registers/Forms
To add a person/s to these roles, select the blue text in the column 'Users' to open a pop-up where you can add the Full user/s to this access role.
You can add more than one person to an access role at once. Click into the white space and select their name from the drop-down options, or select users via Business Unit from the second blue tab.
Click 'Add Users' to save the change.
You can also add the person to these access roles, via their profile in the User list and the Rights tab.