How to set a user's site access and permissions

Restrictions on a user’s menu in the Users List controls what that person can see and do on each site.

User Restrictions listing the sites with the user’s level on each
User Restrictions.

Change their access

  1. The page lists the sites in your companies with a count. Tick the sites to change (Select All / Select None) and click Alter.

  2. In Role Settings set:

    • User Level — their site level on those sites (what they can see and do).
    • Auto Send Work — send them the visits for their responsibilities automatically.
    • New File Notifications — email them when files are uploaded.
    • Risk Notifications and Risk threshold — email them when a result reaches that risk level.
    • Weekly Sensor Report and the day to send it.
  3. Tick their Responsibilities from the available list, then Save changes.

Copy another user

Copy takes another user’s sites, levels and responsibilities and applies them to this user — the quickest way to set up someone who does the same job as a colleague.

One site

To add a single person to the open site, Site Information is quicker.