Access Member for Audits & Assessments

Access Member Overview

Selected users can only see and access audits & Assessments when they have been added to the access list. By default, administrators have access to all attestations. When a non-admin user creates an audit or assessment, they are automatically added to the access list.

Select Audits & Assessments from the left navigation panel. 

Select an audit or an assessment from the table. 

Click on the text line under "Access Members". 

Select user(s) from the list.

Added users will appear under Access Members. 

Add or Remove Viewing Audits & Assessments Role Permission 

Allowing role permission enables the specified role to View all Audits & Assessments that are in the module. If the View all Assessments permission is removed from the role, then the user can only see assessments that they have access to. 

Click on Administration from the left navigation panel.

Select Roles under Administration. 

Roles can be added by clicking Create a Role. (1) A current role can be chosen from the table as well. (2)

If a new role is created, permissions will appear after clicking Create Role. If an existing role is present, select the role and click Edit to edit role permissions. 

Select Permissions.

Scroll down the list until the Assessments folder appears. (1) Select View all Assessments. (2) A blue check indicates that permission has been selected. If a blue check is not present, the permission has not been selected.