Lite users are users with limited access rights, this user type is typically used for suppliers, volunteers and other third parties that may need infrequent access to Folio. The Lite User feature is used to assign Modern Slavery surveys to Suppliers, to enable staff members to report incidents using Create Links which capture who they are and a range of other applications.
A Lite user can be linked to an entity or a contact.
There are two types of Lite Users, a Lite User and a Lite User Team Leader.
Lite users only have access to do the following:
- Complete action results assigned to them
- Complete checklist results assigned to them
- Access documents they have been given access rights to
- Log in and create Folio records using a create link
- They can be invited to collaborate on draft folios
- Receive custom notifications set up for them
Additionally Lite User Team Leaders have access to do the following:
- Lite User Team Leaders can complete action and checklist results assigned to any other lite user in their entity.
- Lite User Team Leaders can edit the Entity Profile and the Contacts Profile of Contacts in their entity. (This needs to be enabled in Lite User Settings)
- Lite User Team Leaders can Create new Contacts in their entity.
- Lite User Team Leaders can Activate and Deactivate Contacts in their entity.
All types of Lite users:
- Cannot be given access rights to Folios
- Cannot be made Person Responsible for Folios
- Cannot be approvers on Folio templates; and
- Cannot be nominated as escalation users.
- Cannot be Checklist Reviewers
- Cannot be Person Responsible or Publishing Approvers for Documents