The Access Control tab of the Staff register shows all current Certified Persons (CP) and Other Conduct Rules (OCR) users who have some kind of access to the register. From here you can grant access to other users if you are an owner. You will also be able to remove/revoke or change access.
If you have created the register you will automatically become an owner and be able to grant access to others.
You will need access to the Management Console and SMCR registers. On the registers tab click on a Certified Persons Register to access the Access Control tab*
The three 3 levels of access:
• Owner - Manage/edit this register as well as CPs and OCRs. They will also be able to add and remove other Admins
• User - Manage/edit this register as well ass CPs and OCRs, they will not be able to add and remove other Admins
• View - Can only review information. Access will be read only.
To grant access to a new admin under Grant access to this register click on the blank email field and start typing to find the user you would like to grant access to.
The user will need to have an account on the portal and also be in a domain you have access to.
Note the users you are able to choose from are defined from a list of domains you have access to and users who have the 'Access register' permissions in their role. If you are unable to find a user speak to your Customer Success Manager.
Next from the drop down choose the level of access you would like to give this user and Click Grant Access.
The user you have given admin permissions to will appear in table above alongside their level of access. If you have want to revoke access to the register click 'Revoke' next to the users name.
If you want to change a users level of access, for example make an owner a user, you will need to revoke their access and then add them again with their new level of access.
*if you do not see Staff register available for you to click on you may need to check if you have been given access to view and edit. If you need help with creating entities and registers check out this article Creating an entity and registers If you do not see the access control tab this is because you are not an owner. Someone with Owner permissions will need to grant you access.
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