One key responsibility of Site Administrators is to manage users and user permissions.

This interactive tutorial examines the process of setting and editing user permissions within PolicyStat.

For a description of each of the levels of permission, see this article.  


Setting User Permissions Tutorial (03:03)

NOTE: Viewing the tutorial requires Adobe Flash Player. For assistance, please contact your IT department.

 

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Setting User Permissions

  • Click the Admin tab to view the Administrator Menu

    adminTab_area.png
  • Locate Users from the Site Data list.
    siteDataUM_area.png

  • For the selected user, click the Edit link at the end of the table.



  • Click the Permissions tab.



  • Adjust permissions for the user as needed. Permissions can be assigned and adjusted based on Area or for Site-Wide access. 

    Rights based on permissions are as follows: 

    - Can View Restricted Policies: Users can view policies marked as restricted, which are otherwise not visible to general users.

    Can Create and Edit Policies: Users can create and edit their own policies within the selected Area (or site). (Area Editor)

    Can Create, Edit, and Manage Policies: Users can create and edit any policy within the selected Area (or site). They also receive reports of all expiring policies in their Area (or site) and have the ability to view and edit all pending policies in their assigned realm. (Area Manager).  



  • Permissions for the Site-Wide access contains the additional option to Administer Site. This provides the user full access to the Administrator Menu and all related permissions. This is considered a Site Administrator role



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Setting User Permissions By Area

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.

  • Click the Admin tab to view the Administrator Menu

    adminTab_area.png
  • Locate Areas from the Site Data list.
    siteDataPolicyAreas_area.png

  • Locate the Area Permissions and add (or remove) users as needed.
    paPermissions_area.png

  • When all changes are complete, click Save Changes.

     

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This article applies to the following user roles:

siteAdmin.png

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