Creating and Editing users in Ideagen Regulatory Intelligence

Who is this article for?

Administrators

This article will help you understand how to create and edit users in IRI, as well as explain the various access levels and what they allow you to do.

1. Levels of user access

There are three different user access levels you can assign:

1.1 Administrator

This user can create and edit users, profiles, and sites and assign access to these to other users on the system. They can adjust relevance and compliance levels for checklists and set or assign tasks to all other users in the system. They are also able to set a logo for the system and can edit the frequency that email notifications are sent out. (Administrators have access to the compliance report, which provides a breakdown of each piece of legislation and checklist along with the set compliance level. Additionally, they can view the Audit log, which shows a history of changes made within the application.)

1.2 General User

This user can select and view different sites, profiles and registers that have been assigned to them by an Administrator. They can view the dashboard, legislation, checklists, and tasks without error that they have been given access to. General users can edit the compliance level, add tasks and documents if checklist content has been assigned to them.

1.3 View only

This user can select and view different sites, profiles and registers that have been assigned to them by an Administrator. They have access to view the dashboard, legislation, checklists, and tasks.

Unlike a General User, a user with View Only access cannot edit compliance, add tasks, or add documents even if checklist content is assigned to user, and they will receive an unauthorized error.

2. Creating and editing users

The next section of this article will guide you through creating and editing users on your system.

Click on the Admin settings menu in the navigation bar.

2. Access the Users section to view all registered users.

3. You will be taken to your user list where you will see all existing users on your system. To create a new user please select Add User.

4. Enter mandatory user email address, forename and surname for the user.

Select the relevant role for your user. Include a job title, Phone number and Employee Id if needed however these fields are not mandatory.
Ensure you select any associated sites and a default site for your user and then switch the Active toggle if you wish for them to be made active. Then select 'Create User'.

To learn more about Sites please visit the following article Managing Sites efficiently in.

You will now see your new user in your user list.

3. User history and editing a user

Click the History button next to the user you with to view the create and update history for. Click close to close down this window.
Click the Edit button next to the user you wish to update details for. This will bring up the user details box again and you can edit any details you wish for that user. Once complete simply select Update User to save the new details, or Cancel to back out without saving any changes.