NEW Creating and Managing Account Roles and Permissions

With our new 2023.1 release, Account Roles and Permissions for Documents, Training, Issues, and Change Controls are combined together into one section of the application. These roles and permissions can be created and managed by navigating to Settings - Roles / Permissions:

Once you are in Roles/Permissions, you can add a new Role by clicking "Create Role":

To configure the permissions for these Roles you will need to click on the blue hyper linked name of the Role to open the permissions slider box on the right:

To set the permissions not related to the Documents and Training Modules, you will select the permissions here: 

Please see these permission explanations below:

• 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 API Settings- allows users to access the API settings for the Change Control, Issues, and Tasks
• 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
• 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

 To set the permissions related to the Documents and Training Modules, you will select the blue hyperlinked word "here" as shown below:

Once you click on the blue hyperlinked word "here" you will be brought to the permissions section for these modules. You can add or remove permissions in this window, but you can not create new Roles or add/remove users from these Roles in this window:

To create new Roles, again, you will need to be in the Roles/Permission section of the application. To add users to the Roles, you will click on the blue hyperlinked number under the column "Users":