Groups & Admin Privileges

Kyle LaCour
Kyle LaCour
  • Updated

Groups? Admin Privileges? Huh?

The process of setting up users on our platform is as simple as it is symbiotic. It is important to understand the process so you can ensure everyone has the access they need.

In order to fully configure users, you need Admin Privileges to the following:

 

Users: add/remove/edit users in the areas they are assigned to

Groups: add/remove/edit user groups that define audit access

Areas: add/remove/edit the area of your company hierarchy they are assigned to

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Head to your Admin Panel to get started:

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Groups

Groups are what define which audits a user has access to. A group must be created before adding users, and anytime a new audit is created, the Group must be updated to define who has read/write access to it.

 

First, click on Groups, then on New Group:

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Name it something that reflects your teams who would be completing these audits:

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Next to that is a list of all your current audits, select the appropriate access this group would need to each audit you want to assign to:

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WRITE: can complete audit, review results, and address/close Action Items

READ: can't complete audit, but can review results & address/close Action Items

NO ACCESS: can't complete audit or review results

 

Finally, hit Save:

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Now that the Group has been created, it's time to add Users to it.