Manage Users & System User Roles

System Users are individuals with access to the Compliance Robot System.

The Manage Users page, under the System Settings, allows you to add new users, edit existing user details and revoke access for System Users from the Compliance Robot System.

Note: This section of the Compliance Robot System is only available to Administrators.

User Roles

There are three different User Roles available in Compliance Robot, which have varying levels of access within the system: Read Only User, User, and Administrator.

Read Only User

This role is designed to give access to auditors or external consultants who may need to view the data and evidence, but without the ability to edit any content.

User

This level user can access all areas of the system, excluding the System Settings. This level user can add, edit and review all information and files.

Administrator

This role is for the administrator/s of the Compliance Robot System. This level user can add, edit and review all information and files, adjust system settings and manage system users.

Functions that each user can access are shown in the table below:

View the System Users

To access the Manage Users settings click on Settings in the Main Menu and then on Manage Users. This will show you a list of all Active and Disabled users of the system and their access level.

Add a New User

To add a new System User, click the + Add User button.

Enter the First Name, Last Name, Email address, Tags and select the user level Role (from the drop-down list) for the New User and click Save.

Note: New System Users must have a unique email address. If an error occurs when saving a new user, please check that the chosen email address is not associated with an existing System User - either active or disabled.

Reset User Password

To reset a user's password, click on the pencil icon next to their record and then click Reset Password in the User Details Modal.

The User will receive an email containing a link for them to reset their password. Please ensure that their email address is correct.

Edit User Details

To edit a user's details click on the pencil icon next to their record.

You can then edit the existing details in the Edit User Modal and click Save.

Revoke or Reactivate Access

Administrator's have the option of revoking and reactivating access for a User of the System:

Toggling this option off prevents that User from accessing the Compliance Robot System. This shows as a grey toggle.

Toggling this option on will allow a System User to access the Compliance Robot System. This shows as a green tick toggle.

To change a System User's access:

Click the pencil icon next to the user's record.
Click the toggle button the required state.
Click the Save button.