Individual Access
On the Organization page, you'll find the Individual Access feature. This allows you to customize each user's access to different functions on the platform.
Note, this might not be available to you depending on whether this has been enabled for you organization or not.
Users
Presents an overview of existing users and allows users to view details, edit or delete users.
Search
The Search bar allows you to search for any users by email and name.
Create New User
Create a new user by filling out the fields and clicking “Create”. The user will receive an e-mail with instructions on how to sign up. To create a new user you will have to fill the following fields:
Type the name of the new user
Write the email of the user
Add a phone number if relevant
You can add a title for the user if relevant
Assign the divisions the new user should gain access to.
Assign a user role. You can choose between Administrator, Manager or Employee.
Click on Create user
Roles
Each user can be assigned one of three distinct roles: Administrator, Manager, or Employee. The roles differs in terms of right. The rights of each role are the following:
Administrator:
Read, create and update all content in all divisions
Create and update divisions
Create and update templates
Create and update the site category questionnaire
Create new users and assign administrator, manager and employee user roles.
Manager:
Read, create and update all content in divisions he/she is member of
Create and update (own) divisions
Create new users and only assign manager and employee user roles.
Read financial data (loss) in incident reports
Employee:
Read & update items he/she is either the author or owner of / assigned to
Create and update own incident reports
Read, edit incl. complete tasks where he/she is “Assigned by” or “Assigned to”
Read external incident reports.
Viewer:
Read all content in divisions he/she is member of.
Read financial data (loss) in incident reports.
The following example illustrates how the three roles can be configured on a platform in relation to divisions.
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