How to view/edit permissions for a role
Once client administrators are added into your package, you have the ability to customise the permissions they are assigned to ensure each admin has access to the relevant products/users. You will need to assign a role to each admin when they are initially added to the package and can review this at any point to make add/revoke permissions. To view the permissions assigned to roles, please see the below instructions.
Viewing permissions
- Select “Settings” > “Roles”:
- Navigate through the various product tabs to view and/or edit specific permissions - this will be helpful when deciding which role to assign a particular administrator:
For package cleanliness, we recommend to create core roles e.g. Super User, View Access Only, Site Administrator etc which can be assigned to several users. This assists grouping your administrators into core roles and creates ease when reviewing admin’s access.
Related Articles
How do I change an administrator's permissions
Once client administrators are added into your package, you have the ability to customise the permissions they are assigned to ensure each admin has access to the relevant products/users. You will need to assign a role to each admin when they are ...Adding a new admin role
Based on your permissions, you will have the ability to add roles to assign against your administrator users. These roles will assist managing the access your admins have within your package. You will allocate a set of permissions relevant to the ...✏ How to view/edit Trainee Requirements
?? Trainee Requirements denotes the courses, documents and/or forms required of your trainees. Requirements can be set based on your company's compliance requirements and processes. Depending on your stipulations, requirements can be set based on ...👩💼 How to add a new client administrator
➕?? If you would like to add an administrator to your company's package, please refer to the instructions below. Step 1: Log in to your MyRapid account using this link: https://my.rapidglobal.com/account/logon Enter the email address or mobile ...How to edit / change email templates
Editing email templates Select the “Settings” tab > and then select “Email Settings”: Search for the email template you would like to update > Update the relevant content and “Save” changes: