Access Rights
- What Are Access Rights?
- Creating User Profiles
- How do I provide Super User or Administrator Rights?
- How do I provide access right to Folios? Folio Roles explained.
- How do I provide access rights to Actions?
- Action Roles explained
- How do I provide access rights to Checklists?
- Checklist Roles explained
- How do I provide access rights to Entities and Contacts? Entity and Contact Roles explained.
- How do I provide access rights to Documents? Document Roles explained
- How do I provide access rights to Dashboards?
- What access rights does a person responsible for a Folio record have?
- What access rights does an Approver of a Folio record have?
- What access rights does the Person Responsible for an Action or a Checklist have?
- Business Unit Managers
- Adding users to a Role
- Removing users from a role
- Can I add users to a role with access to only selected business units?
- Editing or removing roles
- Access Rights History
- Giving User Rights to view Actions or Checklists