Objective:
- Modify or update user permissions in bulk
Environment:
- PolicyStat
- Microsoft Excel
Additional Information:
As a Site Admin, it may be useful to identify a list of all users in your site who have elevated user roles or permissions. For example, quickly identifying which users on your site have access to the Editor (Owners, Approvers, Area Editors, Area Managers, and Site Admins) to target your internal communications regarding PolicyStat updates.
PLEASE NOTE: If users are removed from the bulk upload, their permissions will be revoked.
Procedure:
To identify which users have been assigned elevated permissions, generate a User Permission Report.
- Click Admin
- Click Users
- Click Bulk Permissions Report (located in the blue bar in the top right).
- Click the Download User Permissions button.
NOTE: This will download as a CSV (comma separated value) report. These reports typically open with spreadsheet programs such as Microsoft Excel. - Complete steps 2-4 to modify the User permissions. Please make note of the required phrases and titles in the Columns area to ensure the proper terminology is used.
If you are using the report to gather information and not make changes, you do not need to complete the steps to edit permissions.
| PolicyStat Role | Title (Report) | Defined |
| User | default | Zero extra permission. Use this option to revoke an existing permission. |
| Owner (one policy only) | Does not appear on this report. | |
| Approver | Does not appear on this report.See this article. | |
| View Restricted | can_view_restricted_documents | Permit viewing policies in this area that are marked as restricted. |
| Area Editor | document_owner | Also permit creating new policies and editing existing policies in this area. |
| Area Manager | department_owner | Also, permit archiving policies. assigning acknowledgments, and editing user groups. |
| Site Administrator | site_admin | Complete administer rights. This option is only valid if the department_name is blank. |
To gather information on Approvers, generate a Bulk Approval Workflow report. For more on that report, see this article.
This article applies to the following job role:
