1.2 User Management: Permission Settings and Roles

Permission Settings and Roles

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

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:

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 role)
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 role).
Can Administer Site (Site Wide drop-down only): This provides the user full access to the Administrator Menu and all related permissions. (Site Administrator role).

Most of the time, permissions will be set when creating an account. This video covers using the Edit option to update a user's permissions. The same functionality can be used to make other updates a user's account, which we will cover in the next section.

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