Roles and Permissions There are currently five different roles that can be assigned to a user. The roles table below provides a quick...
Inviting a User To invite a user the organisation admin should: Login to the system with their new credentials ( username/ email and...
Invite Users via Email An invited user should receive an invitation email, as shown below. Click “Accept Invite”. Accepting the invite navigates the user...
Assigning user roles A user’s role and permissions can be modified by: Navigating to “Users” on the main menu. Search for a user....
Users Access Users in the system should be associated to their relevant Assets. This will allow scheduling and conducting assessments, as well...
Emails This area of “System administration” enables the user to modify the content of emails communicated from the system, the user...
Modify the Portal Invitation Email To update the content of the invitation email: Navigate to the admins profile page via the top right corner of...
Modify Assessment Submissions emails Navigate to the admins profile page via the top right corner of the webpage, where the users username appears. Click...
Executive User (Reports Only) An Executive user is a user who is only able to view all completed Reports for all the Sites and...