Compliance Settings – User Roles Settings
- amani imtiyas
- Paul Angelo (Unlicensed)
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1. Overview |
This settings page will let you view a list of user roles for a register type within the system and update its workflow and permissions here. Additionally, you can create custom user roles too. These roles can be assigned to individual users within the User settings area.
To add a new user role:
STEP 1: Navigate to Framework > Compliance Settings > User Roles.
STEP 2: Select one of the register types from the Register Type dropdown.
This will display the user role details page for the selected register type when adding a new user role.
STEP 3: Click on the New button at the top-right corner of the window.
STEP 4: Enter the user role details.
Field | Description |
|---|---|
Role Name | Define a name for the user role. |
Description | Define a description for the role. |
Workflow | Select a workflow to provide access levels to the workflow. User roles are workflow based. Note: The workflows will be listed as per the selected register type from the Register Type dropdown. |
Permission | Ticking on a permission enables you to setup different permission access to the user role. Note: Please refer the below Permission section to explore more. |
2. Permission |
The following permissions are available.
Tick on the permission to grant the access to the relevant area/setting.
2.1 Standard Permissions
Standard Compliance Add Permission: This permission will let you add a compliance.
Note: It is recommended not to use the above permission for any user roles created.
2. Display all records in registers: This permission will let you view details of a particular incident only if it has the authorisation to see the incident title in the register. Recommended only for administrators.
Tick this option to permit the user role to view all details and records in their register (including the users with no ‘View’ permission).
Untick this option to restrict and hide details and records of registers for users with no ‘View’ permission.
3. Standard Unlock All Objects In Compliance Drafts For Editing Permission: This permission will let the user make changes to all objects in compliance drafts.
4. User Settings: This permission provides access to the Compliance Settings > User setting. Recommended only for administrators.
5. User Roles Settings: This permission provides access to the Compliance Settings > User Roles setting. Recommended only for administrators.
6. Standard Role Settings: This permission provides access to the Compliance Settings > Standard Roles setting. Recommended only for administrators.
7. Location Settings: This permission provides access to the Compliance Settings > Location setting. Recommended only for administrators.
8. Priority Settings: This permission provides access to the Compliance Settings > Priority setting. Recommended only for administrators.
9. Severity Settings: This permission provides access to the Compliance Settings > Severity setting. Recommended only for administrators.
10. Likelihood Settings: This permission provides access to the Compliance Settings > Likelihood setting. Recommended only for administrators.
11. Risk Rating Type Settings: This permission provides access to the Compliance Settings > Risk Rating Type setting. Recommended only for administrators.
12. Risk Rating Calculation Settings: This permission provides access to the Compliance Settings > Risk Rating Calculation setting. Recommended only for administrators.
13. Category Settings: This permission provides access to the Compliance Settings > Category setting. Recommended only for administrators.
14. Code Setup: This permission provides access to the Compliance Settings > Code Setup setting. Recommended only for administrators.
15. List Item Configuration: This permission provides access to the Compliance Settings > List Item Configuration setting. Recommended only for administrators.
16. Display Text Settings: This permission provides access to the Compliance Settings > Display Text setting. Recommended only for administrators.
17. Object Configuration Settings: This permission provides access to the Compliance Settings > Object Configuration setting. Recommended only for administrators.
18. Register Configuration Settings: This permission provides access to the Compliance Settings > Register Configuration setting. Recommended only for administrators.
19. Workflow Configuration Settings: This permission provides access to the Compliance Settings > Workflow Configuration setting. Recommended only for administrators.
20. Type Configuration: This permission provides access to the Compliance Settings > Type Configuration setting. Recommended only for administrators.
21. Email Notification Settings: This permission provides access to the Compliance Settings > Email Notifications setting. Recommended only for administrators.
22. Miscellaneous Settings: This permission provides access to the Compliance Settings > Miscellaneous setting. Recommended only for administrators.
23. Custom Table Settings: This permission provides access to the Compliance Settings > Custom Tables setting. Recommended only for administrators.
24. Display Alert Register: This permission provides access to display the alert register within a compliance.
25. Add / Edit / Delete Alert Details: This permission provides access to the add/edit/delete details of an alert and submit an alert.
26. Review Frequency Settings: This permission provides access to the Compliance Settings > Review Frequency setting. Recommended only for administrators.
27. Dashboard Configuration Settings: This permission provides access to the Compliance Settings > Dashboard Configuration setting. Recommended only for administrators.
28. Register Grouping Configuration: This permission provides access to the Compliance Settings > Register Grouping Configuration setting. Recommended only for administrators.
29. Type Group Configuration Settings: This permission provides access to the Compliance Settings > Review Frequency setting. Recommended only for administrators.
STEP 5: Click on the Save button at the top-right corner to save details.
2.2 Object-wise permissions
Permission | Description |
|---|---|
Edit | Enable editing the object. |
Read Only | Only provide read-only permission for the object. |
Delete | This permission is only available for detail object. This will provide ability to delete Compliance. |
Edit Custom Table Record | Allows user to edit a custom table record for the object |
Delete Custom Table Record | Allows user to delete a custom table record for the object |
STEP 7: Click the Save button to save details of the user role.
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