Adding Users allows you to access our collaboration features such as assignments and internal comments. Furthermore, you can configure enterprise-grade access for different users to control what data each user sees and which workflows they have access to. Only System Administrators can add and modify the information for internal Users.
This article covers the following topics:
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From the System Admin Module, navigate to the Users screen and click on the Add User button as shown below.
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In the New User screen, enter the required details in the applicable text boxes. Click on the Save button at the top right once the information is completed.
The user will be created and an email invitation will be sent prompting them to register.
Note: After the user is created, the email address cannot be modified.
Before saving a new user, you may optionally manage their System Admin Access and Application Access permissions by toggling the applicable options.
Toggle the System Admin Access option and configure the applicable permissions by using the checkbox(s) as shown below.
To learn more about each System Admin Access permission, please see our full help article below:
System Admins can select the Primary Organization for new users which will determine their access to entities. For example, assessments and issues published by an organization can only be accessed by other users in the same organization.
Click the Primary Organization dropdown and select the desired organization as shown below.
Roles can be assigned to users to grant or limit their access to view and edit platform entities. Users can have multiple roles simultaneously and can have their roles managed by System Admins at any time.
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Under the Role section, click on the Select button, as shown below.
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In the Add/Update User Roles Window, select the intended role(s) using the checkbox(s) as shown below. Once selected, click on the Select Role button to confirm.
To learn more about Roles and updating Role Permissions, please see our full help articles below:
System Admins can grant new users Advanced Capabilities for Questionnaire, Document, and Issue Management.
Under the Advanced Capabilities section, select the intended advanced capabilities using the checkbox(s) as shown below.
To learn more about Advanced Capabilities, please see our full help article below:
System Administrators can restrict a user's access to a subset of partners. Once limited, access to partners will be restricted throughout the platform for all modules for the selected user.
Note: If a user has any advanced capability and/or the Partner and Contact Management System Admin permission, partner access restrictions will be superseded.
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Under the Partner Access section, click Select button as shown below.
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In the Partners Window, use the checkbox(s) to configure partner access. Once selected, click Save () & Close button to apply these changes.
Note: All new users will be granted All Partner Access by default.
System Admins can also define user partner permissions based on partner access.
Under the Permissions section, click on the checkbox(s) next to the desired permission, as shown below.
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With View Partner Information enabled users will be able to view the Partner Profiles and the associated contacts and products based on their previously configured partner access.
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With Add & Edit Partner enabled users will be able to add and edit the Partner profile and associated contacts and products based on their previously configured partner access.
You can optionally select the Secondary Organization(s) that you intend users to have access to. A user can have access to multiple secondary organizations simultaneously as per their organizational and business needs.
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Under the Secondary Organization section, select the desired secondary organization(s) from the dropdown as shown below.
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Remove any obsolete secondary organizations by clicking on the X icon.