Managing roles and permissions within the Complyance platform is easily configurable to your organization’s needs. Adding custom roles and permissions allows you to have a better grasp on which users have creating, editing and viewing rights.
There are three system fields: Admin, Member and Auditor. Admin allows access to all features in your environment, including editing roles and permissions. Members have viewing access and some editing access. Auditors is the most restricted role as it’s designed specifically for external users to view your information, without editing rights.
You can also add custom roles that can be configured to include specific permissions. Some clients choose to make Module specific roles, others include a ‘Manager’ role that has more elevated permissions than Member.
Step-by-step of how to add a new role here:
1. Open Settings from the left-hand navigation bar
2. Select ‘Roles’ at the top of the Settings menu
3. On the top right, click the ‘New Role’ button
4. Type what you’d like this role to be called and click Submit.
5. Click on the Role you just created in the list to open up the permissions page for that role.
6. Scroll through the sections and toggle on which permissions you’d like the role to have. Below is an example of permissions for Vendors module that have been configured to give more editing access than the system ‘Member’ role.
7. Once you have the role created as you wish, you can go to the Users area of the Settings page, and find the user whose role you want to change. You click on their current Role (e.g., click Admin in the below screenshot), and then you can select the new role you want them to have.
Congratulations - you now set up a new role with tailored permissions! You can use this feature to configure a number of specific custom roles within your organisation. If you have any further questions or need assistance, please don't hesitate to reach out to our implementation or support team.
Happy user management!