What are Access Roles in Assurance

In this article, you will learn about:

• What are Access Roles
• What Types of Access Roles are Available

What are Access Roles

An Access Role provides a Full User with permission to access:

• Registers & Forms Templates
• Actions/Tasks
• Checklists
• Documents
• Dashboards

A combination of Access Roles gives Full Users with access to information and records in Assurance. Multiple Access Roles may be granted individually to Full Users or may be grouped into User Profiles.

• An Access Role may be added to more than one User Profile.
• Access Roles are additive.
  • For example: if a Full User is granted two roles, one where they can only read incidents in their business unit and another where they can read all incidents. The higher of the two roles will always take precedence. In this example, they will be able to read all incidents.
• Your Assurance Administrator can create custom Access Roles in Assurance to suit your organisation’s specific needs.

What Types of Access Roles are Available

Access Roles in Assurance are split into the following areas:

Access Roles	Description
Super User	Full Access including bulk action and report sharing
Administration Roles	Administration Rights - Ability to change administrator settings. Admin with Retire Rights - Same rights as Admin rights but can also retire or delete administrator settings. Bulk Action - Ability to make changes in bulk. Share Report - Ability to share reports with other users.
Business Unit Manager	Ability to manage users, roles, templates and launchpads for their business unit(s).
Register and Forms	Ability to Read, Update, Create, Close and Reopen. These can be further narrow down the access by Template(s) that apply to that role.
Super Sensitive Registers and Forms	Only a super user can provide other users with access to this template. Only a user with update rights can be made the person responsible for this template. These can further narrow down the access by Template(s) that apply to that role.
Tasks/Actions, Checklists, 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/Action 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/Action 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.