Accessing The Roles/Permissions
Click on 'Settings >Roles/Permissions'.
Creating a New Role
Click 'create role'. Fill in the role name and description. As a note, the name length must be between 2 and 70 characters long.
Adding Permissions to Role
Under the description is a list of role permissions that you can assign to the role:
Account Users: gives user access to the User Table
Account Active Modules: allows users to turn on and off account wide visibility for modules (Only Change Control & Tasks right now)
Account Custom Fields: allows user to create new account custom fields and manage existing
Account Roles/Permissions: allows users to create new roles and manage existing roles and the permissions given
Account Notification Defaults: allows users to control the account notification settings.
Account Reports: allows users to access the reports library.
Account AI Settings: allows users to configure AI settings for the account.
Account API Settings: allows users to access the API settings for the account.
Account Single Sign On (SSO): allows users to access the Single Sign On settings
Account Audit Trail: allows users to access the account wide audit trail
Account Billing/Subscription: allows users to access the billing section of the account.
Configuration: Documents Categories: allows users to access the document category section of the account.
Configuration: Issue Categories: users with this permission will be able to view Issue categories. Only users under the Administration: Account Super User role can create new categories
Configuration: Change Control Categories: users with this permission will be able to view Change Control categories. Only users under the Administration: Account Super User role can create new categories
Configuration: Task Types: users with this permission will be allowed to create new Task Types
Import/Export Configurations: users with this permission can access the Import Export tool.
Insights: View/Export: users with this permission can access the Insights Module.
ZenSign: External Assignments: users with this permission can configure ZenSign settings throughout the system. Users with this permission can create both, pre-configure and ad hoc ZenSign workflow steps.
Training, Audit Reports and Other System Permissions
To access these permissions, click the blue hyperlinked word here in the role slider.
In the next screen is another list of role permissions that you can assign to the role:
User Restricted to Audits, Observations, etc. From Their Site: as named
User Is Able To Edit Personal Information: as named
Can Access Vendor List: as named
Can Close Out Any Audit Report: as named
Can Edit any Audit or Observation That User Has Access To: as named
Can Add New Supplier Sites: as named
Can Create New Audit Reports: as named
Can See all Audits or Observations: as named
Can Edit Settings for All Recurring Audits in Qsheet Future Audits section: as named
Member Administration/Configuration: can access the member, administration, configuration tabs
Super Admin: Has full Edit/Admin access to any Document, Course, Event, Test or Audit: full access to application
Site Administration/Management: can access the administration tab
User has Administrative Access to BI/Reports Tool for this Account: as named
Qsheet: Has Read/Write Access to Documents section: as named
Qsheet: Can Access Forum & Documents: as named
QSheet: Can Edit Qsheet/Snapshot Private Data Fields: as named
Can Add New Controlled Files: can add new documents, needs additional access at category level
Can Create/Manage Document Categories: can create and edit document categories
Can Create/Manage New Training Courses: can create and edit training courses
Can Add New Training Events: can add and edit training events
Can See Training Records for Whole Company: as named
Can see Document Archive & Permanently Delete Eligible Items: as named
Can Add New Tests: as named
Can See & Edit All Tests: as named
Can Certify Destruction of a Controlled Copy: as named
Can See All Events: can see all training events on the training event full table
Can Set a Training Item as Compliant / Non-Compliant For Any User: as named
Can Create Personal Events for Other Users: as named
Can Edit any Events That User Has Access To: as named
Can Add New OJT Events: as named
Can Create, View, and be Assigned as Owners on SCORM: as named, all users in the Administration: Account Super User role has this permission by default and this can not be altered