Staff members can have different permissions depending on their role in your organisation.
You have 2 types of Permissions:
1 - FPM Core Permissions - System Administrator
2 - Policies Permissions - Reader or Policy Admin
- System Administrators have access to the Admin section to view and edit the staff and groups sections.
- Policy Admins can view All Policies, edit/publish policies and assign policy ownership.
- Readers can only view policies assigned to them via the Reading List (typical for most users).
By default, System Administrator and Policy Admin access is Disabled.
1 - FPM Core Permissions
A System Administrator can access the Admin section to edit staff and groups.
For example, if you want a staff member to be able to see the Admin section and edit Staff details and Groups, You would Enable them as a System Administrator as seen below:
If you do not want the user to see the Admin section, leave System Administrator disabled.
2 - Policy Library Permissions
A user can either be a Policy Admin or a Reader:
Reader - Can only view assigned policies
Policy Admin - Can view All Policies and has full permissions to edit or view all policies and assign policy owners.
For example:
Staff who are required to manage documents to edit and publish to staff need to be set as a Policy Admin.
Staff who are not required to edit policies should be set as Reader.
What is a typical setup?
If you would like a staff member to be responsible for managing user access and policy ownership, you would set the user to have System Administrator access and set the Policies Permissions access to Policy Admin as seen below:
The majority of your staff will not be responsible for managing user access or distributing access. For these staff, ensure to keep System Administrator disabled, and leave their Policies Permissions to Reader as seen below:
This will ensure that when they login, they only see what is applicable to them such as outstanding policies that need reading.