Who is this article for?

Administrators creating users.

Administration Access is required.

The following article gives a quick guide on setting up users, creating groups and creating default workflows to enable users to create answer sets. This allows administrators to quickly set up individual accounts with personalized access levels and permissions. This user-friendly process ensures efficient user management, enabling organisations to tailor access to the platform based on their specific needs and security requirements.

Tip: Want to know more? See Configuring user groups for more information.

1. Create review groups

1. From the menu select Administration and then Review Groups and then select the plus icon.
2. You can then create the various review groups required.
3. There are default user groups of users, managers and directors which can be renamed if required by selecting the down icon and then rename.

2. Create groups

1. From the menu select Administration and then User Groups and then select the plus icon.
2. You can then create the various user groups required.

3. Create a user

1. From the menu select Administration and then Users and then select the plus icon.
2. You can now enter the users' details, assign them a role (default is User), add them to the various groups you set up and assign them a license to the relevant checklists.
3. Users can be also be created by using the csv import or by SSO (please contact Ideagen for more information).

4. Create default workflows

1. From the menu select Administration and then Default Workflows.
2. You can then add the relevant review groups to the relevant sign-offs required (if any).
3. The defaults are set to a manager and director sign off for tailoring, and a user, manager and director sign off for the main checklist.
4. These can be removed if required by selecting the down icon and then remove.

5. Further reading

• Configuring user groups