Objective:
- To understand the assorted roles (or permissions) that can be assigned to individuals in PolicyStat.
Environment:
- Within the PolicyStat product.
Additional Information:
- Only Site Administrators can assign elevated permissions.
- For more information on setting user permissions, please see this article.
- Roles / permissions can be assigned to an individual user on their profile or in bulk to multiple users for an Area.
- User accounts can be provisioned through integrations with Single Sign-On providers or your local Active Directory.
- Some terms or role names may differ for your location, but the concepts are universal.
- Roles are not mutually exclusive.
- An Owner can also be an Approver. PolicyStat’s best practice is to have the Owner serve as the first Approver on a Workflow.
- An Area Manager can be an Owner provided the user has been granted permissions for both roles.
- Users can proxy for another user. For more on serving as a proxy, see this article.
- Users can only view pending and draft documents in Areas they have been assigned permissions to Edit.
Answer:
There are 9 assorted user "roles" or permissions Guest, Staff, User, Owner, Collaborator, Approver, Area Editor, Area Manager, and Site Administrator. Any of these permissions are assigned by a user with Site Administrator permissions.
Role |
What Does The Role Do? |
How is this assigned? |
What documents can I edit? |
Where can I find Knowledge Base help? |
Guest | Guest is provided a Read-Only Policy Sharing Link specific to a policy. | No edit permissions. |
|
|
![]() Staff |
Staff are provided a Global Guest Access link. | No edit permissions. | ||
![]() User |
A User account is created to login to PolicyStat. | No edit permissions. | ||
![]() Owner |
|
The User is assigned as an Owner for at least one policy. | Edit and manage their policies, drafts, and pending documents. | |
![]() Collaborator |
Any Users involved in the review process (e.g. Approver, Collaborator, etc.) can invite another User to collaborate through the comments section of a pending policy. |
No edit permissions, but Collaborators can comment on pending documents and suggest changes. |
||
![]() Approver |
User is assigned to a step in an Approval Workflow. | Edit pending documents for which they are on the Approval Workflow during their step. | ||
![]() Area Editor |
A user is assigned create/edit permissions for a given Area or site-wide (if desired). | Create and Edit new, existing, and pending documents within their area(s). | ||
![]() Area Manager |
|
A user is assigned create/edit/manage permissions for a given Area or site-wide (if desired). | Create and Edit new, existing, and pending documents within their area(s). | |
![]() Site Administrator |
|
A User is assigned Site Administrator permissions site-wide. | Create, Edit, and Override new, existing, and pending documents on the site(s) they have administrative privileges. |
|
What About The Other Pillars of PolicyStat?
User Roles is one of the Three Pillars of PolicyStat. For more on the Three Pillars concept or to view the other two Pillars, see this article.
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