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User Access Levels

The following table lists the default access levels.

Level View Update Add Assign Archive Delete
Administrator Yes Yes Yes Yes Yes Yes
Manager Yes Yes Yes Yes Yes  
User Yes Yes Yes  Yes    
Assignee Yes Yes        
Limited Assignee

No

         

LIMITED ASSIGNEE

The limited assignee level user does not have access to the portal and does not get notifications.   

GROUP MANAGEMENT

To allow granular control of what a user has access, an administrator can create specific groups, and set what components someone has access.  "None" hides the items from the user, "Read" provides read only access, and "Read/Write" provide full edit capability.

Group_Management_-_Dashboard.png

At any point, users can be assigned to the group via the General tab.

Group_management_-_Add_Users.png

From a user edit screen, groups can also be added the user.

Group_Management_-_Add_Groups_To_User.png

 

 

 

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