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Implementing Access Controls for Specific Projects on the Platform
Access Controls in the Platform allow you to grant a user access to one specific Project using access controls. The a specific project, phase, or questionnaire, ensuring that the rest of your data will be remains secure and hidden. You need to add users before you can assign permissions; click here to find out how.
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Before assigning these permissions, users need to be added to the Platform.
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Important Note on User Groups and Access Permissions:
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Follow these steps to assign access controls:
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Steps to Assign Access Controls:
Navigate to Access Controls:
Select Access Controls from the Permissions sidebar menu.
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Create New Permission:
Click ‘+ New permission’ in the top right-hand corner.
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Select User:
Choose the desired user from the ‘User’ drop-down menu.
Step 4: Select the permission type.
Step 5: Select the project/phase or questionnaire you would like them to have access to from the relevant drop-down menus.
Step 6: Select whether you would like the user to have one of three of the following states:
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Define Permission Type:
Specify the type of permission you are assigning.
Choose Project/Phase/Questionnaire:
From the relevant drop-down menus, select the project, phase, or questionnaire for access.
Set Access Level:
Choose the level of access:
View Only: Users can view but not make changes.
Editor
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: Limited read/write access
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for issue remediation.
Administrator
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: Full access and
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Step 7: Click ‘Create permission’.
The user will now have access to the given project/phase or questionnaire.
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management permissions.
Finalize Permission:
Click ‘Create permission’ to apply the settings.
Managing and Viewing Permissions:
The Platform organizes different permissions by user in a table.
You can filter the permissions by Projects, Phases, and Questionnaires to easily manage and view who has access to what.
Ensuring Project-Specific Security and Collaboration:
By using Access Controls, you can effectively manage user access to specific segments of your projects on the Platform. This feature is crucial for maintaining data security while allowing necessary collaboration and access where needed.
Read more
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