Users are granted pre-defined permission roles according to the tasks they need to perform in the system. All users will need to have a user capability and a team permission to access data in the system.


System Access (Capability)

System Access is what denotes the capabilities any given user will have access to and be able to utilise in Consultation Manager. The majority of users will have the system access role of Standard User. Enterprise Administrators will have access to and visibility over ALL data in the system.

Enterprise Administrator

Standard User

Add & Manage System Records (Projects, Teams & Users)


Add & Manage Classifications


Reporting



Enterprise Administrators are Users who have very few limitations in the system. We recommend only a handful of Users have this type of role within each system.

Standard Users are able to log in to the system, and access basic capabilities, such as reporting, searching etc.


Team Role

Team Role is what denotes the permissions that each User will have when it comes to accessing Projects and data. For maximum security of your Projects and data, each individual User must be allocated to a Team assigned to your Project/s.

This Team role governs what users can do in the Project/s – Create records, modify records, delete records etc.

Team Leader

Editor And Comms Manager

Editor And Comms Contributor

Editor

Contributor

Viewer

Manage Projects


Manage Team


Send Comms


Create Comms

Import Records


Batch Update Records


Restore Records


Delete Records



Relate/Unrelated Records




Modify Records



✔*

Create Records




View Records




*Contributors can only Modify Records that they created.

Team Leaders are the highest level of access to the data within the Team. They can manage their overall team, and manage bulk amounts of data at once.

Editor is the most common access level. This allows Users to view, create, and modify any record they have access to.

Editor And Comms Manager is the same as Editor but this Role can also create and send Comms.

Editor And Comms Contributor is the same as Editor but this Role can also create Comms. This Role cannot send Comms.

Contributors are allowed to view and create data. They can modify records they've made themselves, but nothing else. This is useful if they need to see data, but shouldn't be able to alter it at all.

Viewers are only allowed to view records within the Projects they have access to. They cannot create or modify any records at all.

NOTE: If a User has access to two teams with the same Project, but has a different Team Access level on the teams, their capabilities will default to the highest level of access.

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