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Users who want to learn about Users, Roles and Permissions

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Welcome to our Users, Roles and Permissions Configuration Guide. This article acts as a hub, providing a contents list with direct links to detailed sections. This section of the online portal Configuration provides the ability to tailor access for both individual Business Users, or groups of Business Users, so that they have the appropriate permissions to fulfil their specific role. A Business User (or Auditee) is a user who does not have Pentana installed on their computer but will log in to the online portal to review and update Recommendations or Actions that they have been assigned to.

1. Accessing Users, Roles and Permissions
2. Creating Business Users
3. Editing Business User Accounts
4. Resetting Passwords
5. Archiving and Reactivating
6. Locking and Unlocking
7. Creating Roles
8. Editing Roles
9. Deleting Roles
10. Archiving Roles
11. Managing User Types and Licenses