Access Roles provide the Users the ability to do certain actions and see certain data within Assurance.
The following are steps to create a custom Access Role.
Note: You will need to have Super User access, or have the 'Administrator rights' role as a full user to do this. Please reach out to our Service Desk to complete on your behalf, if you don't have this access.
- From the Administration section (accessed via the top right gear wheel), click on Access Rights
- Select All Roles
This screen lists the Access Roles and how many Users are currently in them. - Click on + New Role
- Select the relevant Role Type
Give the Role a Name that enables you to easily identify the role, e.g. "Complaints Form - Full Access"
Choose the relevant Rights, Templates, Categories, etc. Do not choose a Category unless you want all items in that Category to be visible to whoever is assigned to this access role. - Click Save
Roles can be edited or removed by clicking on the edit or bin icons next to the specific role.
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