Learn how to manage access permissions for the asset register and custom registers
This article discusses access to the asset and custom registers.
For access to the risk registers, head here. For access to the issue registers, head here.
Head here for access to individual register items.
Table of contents
- What is an access member?
- Assigning access members to registers
- Permission settings related to registers access
What is an access member?
An access member of a register is a user who is specifically given access to that register.
When a non-admin user creates a custom register, they are automatically added as an access member to that register.
By default,
- Administrators have access to all registers,
- Users (that are not administrators) can see and access a register when they are either added to the register's access members list, or if they have the View all registers permission turned on.
Assigning access members to registers
Go to Registers and select the register you want to assign access members to.
Click More > Settings and select users in the Access Members field. Click Save and these users can now access this register.
Permission settings related to registers access
Permissions can be set at either the user level or the role level.
There are a couple of permissions related to registers access, namely:
- Manage access members for register/asset: Allows users to view and edit access members against any registers they have view access to in the Registers module. Requires "Edit custom register and custom register item" and "Edit asset" permissions to work with Custom Registers and Asset Registers, respectively.
- View all registers: Gives users view-only access to all registers and register items, regardless if they are access members. Affects both Asset and Custom Registers. If this permission is turned off, then the user can only see registers that they have access to.
To change these permissions for an individual user, go to Administration > Users (1), click on the user (2), click Permissions (3) and you can search for the permission by using the browser search function e.g. Ctrl + F.
To change these permissions for a role, go to Administration > Roles, click on the role, click Edit and go to the Permissions tab, where you can search for the permission by using the browser search function e.g. Ctrl + F.
