Settings: people and roles
Create individual access, assign roles and restrict people to the locations they operate.
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Use individual accounts
Why should staff not share an account?
Individual accounts make the audit history reliable and keep location-scoped access limited to the person responsible for that work.
Who can use it
Before you start
- You know the person's employment or partner status, role and allowed locations.
Know the screen
1
Team members
Manages individual accounts and assignment.
2
Role reference
Explains what each initial role can do.
Step by step
1
Create or select the individual person.
2
Assign only the role or roles needed.
3
Limit location-scoped roles to the correct locations.
4
Review access regularly and remove access when responsibility ends.
Watch out
- Do not share one account between people; audit records must identify the operator.
UAT screen reference
Screen reference is captured from the UAT page after this workflow is verified.
Pending verified UAT capture
Source page: /settings/people