User Guides
User Permissions
1. Site Admins are responsible for assigning user permissions for their institution(s).
When you activate a user and designate their role, they are assigned a set of default permissions.
2. By default, General User have the following permissions:
Institution: The ability to view and download current and previous Agreements/Indemnifications.
Reliance: The ability to create, edit and withdraw reliance requests.
3. By default, Site Admins have the following permissions:
Institution: The ability to edit institutional details and profiles.
User: The ability to manage user access and permissions.
Reliance: The ability to create, edit, withdraw and decide reliance requests.
4.From the user dashboard, click the “expand” icon for the user you wish to update.
5.Click “Permissions”.
6. Click “Institution”.
7. Expand the institution subcategories to see available permissions.
8. Select the desired permissions.
9. Change between permission categories using the menu on the left.
10. Expand the subcategories to see available permissions.
11.Select the desired permissions.
12.Click “Save”.
