Learn how to manage access permissions for attestations
Table of contents
- What is an access member?
- Assigning access members to risks
- Permission settings related to risk access
What is an access member?
An access member of an attestation is a user who is specifically given access to that attestation. They are not necessarily attestors, i.e. they may have read-only access.
When a non-admin user creates an attestation, they are automatically added as an access member to that attestation.
By default,
- Administrators have access to all attestations,
- Users (that are not administrators) can see and access an attestation when they are either added to the attestation's access members list, or if they have the View all attestations permission turned on.
To learn the difference between an access member and an owner, head here.
Assigning access members to attestations
Go to Attestations and select the attestation you want to assign access member(s) to.
In the Access members field, add/remove users as necessary. Your changes are saved automatically.
Attestors is a separate field, as shown here.
Head here for assigning attestors, and here for attesting.
Permission settings related to attestation access
Permissions can be set at either the user level or the role level.
There are a few permissions related to attestation access, namely:
- Attestation access member: Allows users to view access members assigned to attestations.
- Manage access members for attestations: Allows users to add and remove access members to attestations they have edit permission (Edit Attestations) to.
- View all attestations: View-only access to all attestations.
- View attestations: View-only access to attestations assigned to the user.
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.
