Register permissions control access to one register. They work alongside library feature permissions: for example, a register Approver also needs a library role that allows register approvals.
To manage permissions, you must own the register and have permission to manage register permissions. The register must be active.
Choose the permission
- Viewer: reads permitted register content.
- Author: creates and edits records and submits governed changes for approval.
- Approver: approves or rejects submitted record changes.
- Reviewer: completes assigned record and control reviews.
The Owner controls register settings, permissions, ownership and the approval route, subject to library permissions. Ownership is changed through Transfer Ownership, rather than Assign User or Assign Role.
Author, Approver and Reviewer each include viewing access. Each grants a different responsibility, so assign every permission a person needs. A person or role can hold more than one permission on the same register.
Assign a user or role
- Open the register and select Permissions.
- Select Assign User for an individual, or Assign Role for a library role.
- Choose the user or role and the required Permission.
- Select Assign.
A role assignment applies to everyone in that role, including people who join it later. Users still need the corresponding library feature permissions.
Remove access
Select the remove action beside the assignment in Permissions. The person may still have access through another assignment, such as a role. You can't remove an assignment if it would leave a pending approval, review or open action with an ineligible assignee. Reassign or complete that work first.
Transfer ownership
An owner with register management permission can select Transfer Ownership, choose the New Owner and select Transfer. Choose someone who belongs to the library and can access registers.
If the owner has left the library, a library administrator with register management permission can use Recover Ownership.