Access Controls in the Platform allow you to grant a user access to a specific project, phase, or questionnaire, ensuring that the rest of your data remains secure and hidden. Before assigning these permissions, users need to be added to the Platform.
Important Note on User Groups and Access Permissions:
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Navigate to Access Controls:
Select Access Controls from the Permissions sidebar menu.
Create New Permission:
Click ‘+ New permission’ in the top right-hand corner.
Select User:
Choose the desired user from the ‘User’ drop-down menu.
Define Permission Type:
Specify the type of permission you are assigning, these can be:
Project Access
Phase Access
Asset Access
Asset Group Access
Questionnaire Access
Choose Project/Phase/Asset/Asset Group/Questionnaire:
From the relevant drop-down menus, select the project, phase, asset, asset gropu or questionnaire for access.
Set Access Level:
Choose the level of access:
View Only: Users can view but not make changes.
Editor: Limited read/write access for issue remediation.
Administrator: Full access and management permissions.
Finalize Permission:
Click ‘Create permission’ to apply the settings.
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.
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
An Introduction to Permissions