Admin > System Users and Permissions > Add a New System Role/ Compliance Setup tab
The Compliance Setup tab relates to the top half of the Admin Menu in autologyx. This includes Targets, Levels, Categories, Criteria and Sequences.
It is important that you carefully restrict the ability to edit and delete in these areas because they are the building blocks of your process workflow.
TARGETS
| Sub Menu | Security Option Titles | Restriction/Behaviour/Notes |
| Access | Hide Link | The link to Targets is hidden |
| Show Link | Allows the user to access the target menu with links dependent on permissions set below. This must be enabled if you wish the user to have access to any option in the Target List | |
| Target Imports | Hidden | The links to Target Imports are hidden |
| May View Target Imports | Allows the user to view the list of Target Imports and view history associated with them but cannot edit or create imports | |
| May Create and Edit Target Imports | The user has full access to Target imports functionality including ability to delete | |
| Target Groups | Hidden | The links to Target Groups are hidden |
| May View Target Groups | Allows the user to view the list of Target Groups and add targets to the group dependent on permissions set below. Cannot edit or delete Target Groups | |
| May Create and Edit Target Groups | The user has full access to Target Groups functionality but can only add targets to groups dependent on permission set below | |
| Target Types | Hidden | The link to Edit Target Types is hidden |
| May View Target Types | Allows the user to view the configuration of target types, but may not create, edit or delete them | |
| May Edit Target Types | The user has full access to Target types functionality | |
| Add Targets | May Not create new Targets | Link to Add a New Target is hidden and user will not be able to add targets from Target Group menu if that is available |
| May Create New Targets | Allows user to manually add new targets | |
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Target List -Edit |
Hidden | The Target List link is hidden |
| May View Targets | Allows the user to view targets from the target list link | |
| May Configure View and Edit Only owned Targets | Allows the user to view and edit targets dependent on the options selected (ticked) where they are the patron. The pull-down menu for Actions is greyed out according to the filter options chosen | |
| May Configure View and Edit Targets | Allows the user to view and edit ALL targets dependent on the options selected (ticked). The pull down menu for Actions is greyed out according to the filter options chosen | |
| Archived Targets | May View Archived Targets | When ticked it allows users to view Targets on the Target list that have been archived in the system. |
| Document List | May View All | Allows the user to view the full Documents List if ticked above and for targets as allowed above ie only owned or All |
| View Only Unassigned | Allows the user to view Documents in the Unassigned tab if Documents List is ticked above and for targets as allowed above ie only owned or All | |
| May View Only Assigned | Allows the user to view the Documents in the Assigned tab if Documents List is ticked above and for targets as allowed above ie only owned or All | |
| Individual Document | Prohibited | Removes the ability for users to be able to see the individual documents on the document list. |
| May View all documents | Allows the user to see all documents that appear within the document list. | |
| May only view created targets documents | Allows users to see only documents for the Target that they have created. | |
| May only view owned target documents | Allows users to see only documents that they are the Patron of. | |
| Unassigned Documents Delete | May Not Delete Unassigned Documents | Removes the ability to delete Unassigned Documents from the target's Documents List |
| May Delete Unassigned Documents | Allows the user to delete Unassigned Documents from the target's Documents List | |
| Target Levels | Hidden | The View/Edit Target Levels link is hidden |
| May View Target Levels | Allows the user to View the Target Level List | |
| May Assign Target Levels | Allows the user to View the Target Level List, remove items to archive and to manually assign levels to targets |
LEVELS
| Sub Menu | Security Option Titles | Restriction/Behaviour/Notes |
| Levels | Hidden | The links to Levels are hidden |
| May View Levels | Allows the user to view the Level List and all Levels but cannot create, edit or delete Levels | |
| May Create and Edit Levels | Allows the user to view the Level List, edit and delete levels, and create levels |
CATEGORIES
| Sub Menu | Security Option Titles | Restriction/Behaviour/Notes |
| Criteria Categories | Hidden | The links to Criteria Categories are hidden |
| May View Criteria Categories | Allows the user to view the Criteria Category List but cannot add, edit or delete Criteria Categories | |
| May Create and Edit Criteria Categories | Allows the user to view the Criteria Category List and create, edit and delete Criteria Categories | |
| Notes Categories | Hidden | The links to Notes Categories are hidden |
| May View Notes Categories | Allows the user to view the Notes Category List but cannot add, edit or delete Notes Categories | |
| May Create and Edit Notes Categories | Allows the user to view the Notes Category List and create, edit and delete Notes Categories |
CRITERIA
| Sub Menu | Security Option Titles | Restriction/Behaviour/Notes |
| Add Criteria | May Not Create New Criteria | The link to Add a New Criteria is hidden and the user will not be able to create criteria from the Criteria List if that is available |
| May Create New Criteria | The link to Add a New Criteria is visible and user has the ability to create criteria | |
| Criteria List Options -Un-archive -Edit -Copy -Delete -Browse |
Hidden | The Link to the Criteria List is hidden |
| May View Criteria | Allows the user to view Criteria from the Criteria List link | |
| May Configure View and Edit Criteria that they have created | Allows the user to view and edit criteria they have created dependent on the options selected (ticked). The pull-down menu for Actions is greyed out according to the filter options chosen | |
| May Configure View and Edit Criteria (All) | Allows the user to view and edit ALL criteria dependent on the options selected (ticked). The pull-down menu for Actions is greyed out according to the filter options chosen |
RESPONSES
| Sub Menu | Security Option Titles | Restriction/Behaviour/Notes |
| Response List | Prohibited | Disables the ability to Browse to Criteria Response List |
| May view all responses | Allows the user to Browse to the Criteria Response List and view the Details of the Response | |
| May view responses for created target only | Allows the user to see the Criteria responses for the Targets that they created within the system | |
| May view responses for owned targets only | Allows the user to see the Criteria responses for the Targets that they are the Patron for. | |
| Response Documents | Prohibited | Removes links to documents in response details |
| May view all response documents | Allows the user to view documents in response details - this must be enabled if the user is allowed to view/download documents on the Assigned Tab | |
| May view responses documents for created target only |
Allows the user to view documents in response details section for Targets that they created. |
|
| May view responses documents for owned target only | Allows the user to view documents in response details section for Targets that they are the patron of. (Note: this must be enabled if the user is allowed to view/download documents on the Assigned Tab) |
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| Approve Options -May View Files -May Answer Approval Conditions -May Approve Criteria |
May not Approve | Removes ability to approve criteria from the Criteria List |
| May Approve Criteria for only owned Targets | Allows the user to approve criteria from the Criteria List for Targets for whom they are the patron | |
| May Approve Criteria for all visible Targets | Allows the user to approve criteria from the Criteria List for all visible Targets | |
| Reject | May not Reject Responses | Removes the ability for the user to reject responses |
| May Reject Responses for only owned Targets | Allows the user to reject responses for targets for whom they are the patron | |
| May Reject Responses for all visible Targets | Allows the user to reject responses for all visible targets | |
| Forward Message | May Forward Message Disabled | Removes ability to forward criteria response for approval by another system user |
| May only select from templates (may not create/edit) | Allows the user to choose only from pre-built templates. May not edit the template | |
| May create/edit messages (including templates) | Allows the user to create a message, or choose from a template to edit | |
| May create/edit messages (and SAVE templates) | Allows the user to create a message, or choose from a template to edit and Save the template for future use | |
| Forward Me Copy | Hide Send Copy | Enables the option allowing the user to receive a copy of the forwarded email requesting approval by another system user |
| Show Send Copy | Greys out the option allowing the user to receive a copy of the forwarded email | |
| *** Please Note: Even if you disable these actions here in the Compliance Setup tab they can be carried out by the user via the Dashboard unless you disable the same actions in the Dashboard tab *** | ||
SEQUENCES
| Sub Menu | Security Option Titles | Restriction/Behaviour/Notes |
| Add Sequence | May Not Create New Sequences | The Add a New Sequence Link is hidden |
| May Create New Sequences | Allows the user to create sequences | |
| Sequence List Options -Run -Pause -Resume -Edit -Delete -History |
Hidden | Removes the link to View/Edit Sequence |
| May View Sequences | Allows the user to View the Sequence List but cannot Edit/Delete, etc | |
| May Configure View and Edit Sequences that they have created | Allows the user to View and Edit sequences which they have created, dependent on the Sequence List and Sequence Control options ticked | |
| May Configure View and Edit Sequences (All) | Allows the user to View and Edit All sequences, dependent on the Sequence List and Sequence Control options ticked | |
| Sequence Control |
May use Trigger Options May use Set Criteria May use Erase Criteria May use Set Target May use Set Level May use Archive Target May use Erase Target May use API Call May use DB Connector May use Local Variable May use Global Variable May use Super Global Variable May use Truth Table May Link to External Sequence May Choose Targets May Group/Ungroup May use after Trigger May View XML May send message from the Sequencer May run Document Packs from the Sequencer May use Document Generator May use Document Picker May use S3 upload API Call May use Copy to Unassign May use push to Bucket May use pull to Bucket May use value Watcher |
If user is allowed to Add a New Sequence or Edit existing Sequences, options should be ticked to allow or limit what they can do |
TRUTH TABLES
| Truth Tables | Hidden | Disables the user from access to truth tables |
| May View Truth Tables | Enables the user to view truth tables only | |
| May Create and Edit Truth Tables | Enables the user to create and edit truth tables |
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