- To understand the roles associated with each permission level
There are four basic levels of permissions Site Administrators can assign within PolicyStat, and they can be applied to individual Areas or across an entire site.
For additional information on all roles within PolicyStat, see this site.
For additional information about how to set user permissions as a Site Administrator, see this article.
A quick disclaimer that some terms may differ for your location, but the concepts are universal. Area may be known as Policy Area, Department, Category, or another term on your PolicyStat site. Your organization may also refer to them as sections, functional units, chapters or groups.
Can View Restricted Policies
This level allows users to view policies that are marked as restricted. Normal users can not view these policies. This level also provides users with Creation and Editing permissions.
Area Editor (Can Create and Edit Policies)
Area Editors can create new policies and edit existing policies.
- Can view policies that are marked as restricted
- Can download reports of active and pending documents
Area Manager (Can Create, Edit and Manage Policies)
Area Managers have the same abilities as Area Editors, but with the following additions:
- A subscription to receive all notifications for the policies in Areas where they have this permission. These notifications include comments, approval notifications, due for review notifications, etc.
- Can assign and report on policy acknowledgments
- Can create, edit and view user groups
- During the PolicyStat implementation phase, the ability to review uploaded and imported policies and mark them as accepted
Site Administrator (Can Administer Site)
In addition to the abilities provided by Can Create, Edit and Manage Policies, site administrators have full access to all PolicyStat functionality. This includes many powerful tools whose access should be limited to only those users with a good understanding of the goals you have for PolicyStat. In general, only a few users should have this level of permission. Their additional capabilities include:
- Ability to retire a policy
- Ability to completely delete an active or pending policy
- Ability to modify an approved policy without triggering the approval process via the Override tool. They can also perform these modifications in bulk via Bulk Admin-Override
- Ability to manage users, permissions, approval workflows
- During the PolicyStat implementation phase, access to the Implementation Dashboard and the ability to upload files for import into Policystat
- Access to various other site-wide configuration options, tools and reports accessible via the Admin Tab
This article applies to the following user roles: