Site Administrators can assign granular permissions for users based on the standards/requirements the user is asked to edit. There are two ways to assign permission levels.

 

Per User

*Note: Only Site Administrators can assign permissions using this process.

  1. Go to the Options > Mange Site > Users page.
  2. Click on the username of the person you would like to edit permissions for.
  3. Click on the “Permissions” tab in the upper-right corner, of the user profile.
  4. Permissions are organized, first, by accrediting body. You will see a bar labeled with the acronym of the accrediting body(ies) in your site. Click on the “+” to expand the body.
  5. Within the body, there will be a list of Compliance Collections. For example, if you are a SACS institution, you may see Reaffirmation of Accreditation and Fifth-Year Interim Review listed here. Click on the “+” to expand the collection.
  6. Within each collection, there will be a section to assign permissions for the Document Directory tab. You may choose to check just one or two, or all three.
    • Add Files: A user can upload files to the tab.
    • Modify Files: A user can rename, replace, or move files from folder to folder.
    • Delete Files: A user can delete files from the tab (if not referenced in any requirements).
  1. If any Page Libraries are located in your Collection, you can assign a user to have Edit, View, or No Access.
  2. In the Reports section, you will the reports located in the section. Click the “+” to expand the report and see all standards.
  3. You can click “Auto-Select” to fill in all standards with the same permission level, or you can use the drop-down menu on each, individual standard to assign that user a permission level.
    • No Access: Cannot read or edit the standard.
    • Reviewer: Read-only access to the standard.
    • Contributor: Editing access to non-administrative fields (number, title, description, judgment).
    • Administrator: Full editing access to all fields within the standard. Ability to assign permissions per standard.
  1. When you have finished assigning permissions for that user, click the “Save & Close” button to return to the user profile page. Click “Save & Close” in the user profile to return to the user list.
  2. Administrator Levels
    • Site Administrator: Provides full access to the module, including the editing of welcome pages, site structure, user lists, standards, etc.
    • Collection Administrator: Provides Administrator access to a particular collection (e.g. Reaffirmation of Accreditation); can edit standards, assign user permissions per standard (below); full capabilities in Document Directory and all reports within the collection.
    • Report Administrator:  Provides Administrator access to a particular report only; can edit standards and assign user permissions per standard (below).

Per Standard

*Note: Users with Administrator access to the standard can assign permissions using this process.

  1. Go to the standard/requirement you would like to assign permissions for by click on the number or title on your table of contents page.
  2. Go to Options > Edit Item.
  3. Go to the “Permissions” tab in the upper-right area of the page.
  4. You can Auto-Assign all users to have the same permission level to the standard, or you can use the drop-down menus located to the right of each user to assign a permission level to that particular standard.
    • No Access: Cannot read or edit the standard.
    • Reviewer: Read-only access to the standard.
    • Contributor: Editing access to non-administrative fields (number, title, description, judgment).
    • Administrator: Full editing access to all fields within the standard. Ability to assign permissions per standard.
  1. Click “Save & Close” when finished.

 

See our training video for a short demonstration!

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