How to Create and Manage Account Roles and Permissions

 

Account Roles and Permissions for Documents, Training, Administration, Issues, Change Controls, & Tasks are combined together into one section of the application. These roles and permissions can be created and/or managed by clicking on the Settings icon from the Main Dashboard:

Select Roles/Permissions:

To create a new role click Create Role:

 

Adding/Editing Permissions for Roles

Click on the blue hyperlinked name of the role to open the permissions slider box on the right:

 

 

To edit/add permissions not related to the Documents and Training Modules, refer to the permissions here: 

Account Users: gives user access to the User Table

 

Account Custom Fields: allows user to create new account custom fields and manage existing

 

Account Modules: allows users to turn on and off account wide visibility for modules (Only Change Control & Tasks right now)

 

Account Roles/Permissions: allows users to create new roles and manage existing roles and the permissions given

 

Account Single Sign On (SSO): allows users to access the Single Sign On settings 

 

Account API Settings: allows users to access the API settings for the Change Control, Issues, and Tasks

 

Account Audit Trail: allows users to access the account wide audit trail

 

Configuration: Issues: 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: 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: Tasks: 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 for Change Control and Issues

 

ZenSign: External Assignments: users with this permission can configure ZenSign settings at either the issue or change control category level.

 

Insights: View/Export: users with this permission can access the Insights Module.

 

To add/edit permissions related to the Documents Module, Training Module, Audits Module, and Administration click the blue hyperlinked word here:

 

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