Manage User roles within your organisation with
Compliance Centre

The self-manage functionality of User role enables Administrators to take full control over what different users can see on Compliance Centre in your organisation.

These features are automatically available for Administrator level login or if you would like more users to have access, simply ask your Primary Contact to let us know.

To support you with the self-management functionality, follow the step-by-step guide below.

How do I create a new User role?

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1

Click on Settings cog in the top right hand corner.

 

2

Select the User roles tab and then click Add User role.

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3

Select the Access type from the dropdown.

Group provides access to all sites on your Compliance Centre.

Division allows you to design a division to a new user.

Site enables you to assign specific sites to a user role.

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4

Here you can select which permissions, alert types and Compliance centre apps you would like the User role to have. Click Save once allocated.

 

5

For further information on the function of a permission, click the ‘i’ icon.

How do I edit a User role?

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1

Click on Settings cog in the top right hand corner.

 

2

Select the User roles tab and then type in the User role which you wish to edit. Click Actions and then Edit.

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3

Select which permissions, alert types and Compliance Centre apps are relevant and click Save.

How do I remove a User role?

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1

Head to the Settings cog in the top right corner. Select the User role tab and then type in the name of User role.

 

2

Select Actions and then Delete.

A User role can only be removed if there are no users assigned to it.

How do I assign a different User role to a colleague?

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1

Click on the Settings cog and select the Users tab. Type in the User you want to reassign.

 

2

Select Actions and then Edit.

 

3

Select the User role drop down and change the User role as per your requirements.