Setting up User Permission

User permissions are allocated to users of the Comply system and restrict or allow access to various parts of the system. Basic permissions already exist which you can view when clicking User Management under Account Settings.

In case you want to add new user permission, follow the steps outlined below.

Step 1: Go to your Dashboard and click Settings. The screen should display one like this image.

Press User Permissions & Access Levels under People Setup.

Step 2: In the User Permissions & Access Levels page, click + sign. When you hover over the button, it shows Add User Permission.

Step 3: The screen will appear as one below.

On the top line provide the user role (e.g. Admin, Super Admin or Member).

On the 2nd line describe the level of Permission.

Then choose the access they have to the system by checking the boxes in the grid.

Check the System Modules you want to be made available to them.

Click Save.

The instructions on how to allocate a user permission to a user is available here.