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).
- 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.
- 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.
- 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.
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