Learn how to manage access permissions for audits and assessments
Table of contents
- What is an access member?
- Assigning access members to assessments
- Permission settings related to assessment access
What is an access member?
An access member of an audit/assessment is a user who is specifically given access to that audit/assessment.
When a non-admin user creates an audit/assessment, they are automatically added as an access member to that audit/assessment.
By default,
- Administrators have access to all audits & assessments,
- Users (that are not administrators) can see and access an audit/assessment when they are either added to the audit/assessment's access members list, or if they have the View all assessments permission turned on.
To learn the difference between an access member and an owner, head here.
Assigning access members to assessments
Select Audits & Assessments from the left navigation panel.
Select the audit or an assessment that you want to assign access members to.
Click on the text line under Access Members.
Add/remove user(s) from the list.
Added users will appear under Access Members.
Permission settings related to assessment access
Permissions can be set at either the user level or the role level.
There are a few permissions related to assessment access, namely:
- View all assessments: Allows the user read-only access to all Question-Based Assessments and templates.
- Assessment access members: Allows users to view access members of assessments.
- Manage access members for assessment: Allows users to add and remove access members of assessments.
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.
