New article
Recently updated
How to Grant Access Roles to Full Users in Assurance
Who is this article for?Administrators who want guidance on granting Access Roles to Full Users in Assurance.
Administration Access is required.
Once you have created a new Full User, they will need to be granted Access Roles before they can read, update, create or retire records in Assurance.
1. Granting Access Roles to Full Users
Full Users can be granted Access Roles via:
- The Rights tab on their account accessed via 'Users' in the Administration section, or
- The All Roles section available under 'Access Rights' in the Administration section.
1.1 Rights Tab on Their Account in the 'Users' Section
1. Go to the Administration section by selecting on the gearwheel icon from the navigation bar. Select Users under the General section.
2. Select the Name of the person from the Users List who you wish to grant Access Rights to.
3. Select the Rights tab when you have opened their account.
4. Select Add Roles. Alternatively, select Add User Profile.
User Profile
To learn more about how to assign a pre-created User Profile, refer to our help article on How to Add or Remove a User Profile in Assurance.
5. If you select Add Roles, you will then be able to add pre-created roles for your Full User.
Please note
To learn more about the types of User Roles available, refer to our help article on What are Access Roles in Assurance.
6. Select the Role Type from the drop-down list by selecting the white space under the Select Role Type field. In the example below, the Role Type titled 'Forms' has been selected. You may choose which Business Units the Full User will have access to, if this option is available.
7. To make your selection, select the + button next to the Role you would like to assign to the Full User. Select the blue Add Roles button to save your selection.
8. Once a Role has been added, it will be displayed under the User's Rights. In the example below, the 'Demo Form' Role gives the Full User access to Read, Update, Create, Close and Reopen the 'Demo Form' template in their own Business Unit and Sub Business Units.
Can't find a specific Access Role?
If a specific Access Role does not exist, it will need to be created first. If you do not have Administration access, contact your Assurance Administrator for further assistance.
1.2 All Roles Section via 'Access Rights'
Please note
If an Administrator has created this role for you (and you do not Administration access), you should add the person to the role via the User list (option one above).
1. Go to the Administration section by selecting on the gearwheel icon from the navigation bar. Select Access Rights under the General section.
2. Select All Roles from the Access Right screen.
3. By selecting the blue 'Users' button on a role, you will be able to add people to specific roles this way. It will either display No Users or the number of users that a have this role. In the example below, there are 12 Full Users with the Super User role.
4. In the pop-up, select the + Users button.
5. To add and select individual users, select the white space underneath the Select Users field and start typing the name of the user. When you see their name appear, select their name, and select the blue Add Users button to add them to the role.
6. Alternatively, to add users by business unit, choose the Select Users by Business Unit tab.
Further reading