Find the people and access screens, and check who can do what

Steps

1. 1

   Open the menu at the top right and choose Organisation settings

   Select the round button with your initial at the top right of the screen, then choose Organisation settings. This is where administration for the whole organisation lives.

   • Select Account menu
   • Select Organisation settings
2. 2

   Read the Organisation administrators card

   The General section opens first. Scroll down to the card named Organisation administrators. It lists each person who holds an administrator role over the whole organisation, with the names of those roles. These are the people to ask when someone needs access.

3. 3

   Look at the Settings list on the left

   Three entries in the Settings list concern people and structure. Entity holds the profile of each legal company. Team lists everyone who belongs to the organisation. Access control decides who may do what. This course covers all three.

4. 4

   Select Access control

   In the Settings list, select Access control. It opens on its own page, with a Back to settings link at the top left.

   • Select Access control
5. 5

   Look at the first four tabs

   Each tab is one part of access. Organisation structure is the tree of units and the entities placed in them. Roles are named sets of permissions; a permission is one thing a person may do, such as approve a record. People and assignments shows who holds which role and where. Groups are teams that receive roles together.

6. 6

   Look at the last four tabs

   Delegations let a deputy cover for someone who is away. Access reviews are the regular check of who still needs what. Who can answers a question about one permission. Approval policies decide which changes need a second person. Later lessons open each of them.

   

7. 7

   Open the Who can tab

   Select the tab named Who can. Use it whenever someone asks who is able to do a particular thing.

   • Select Who can…
8. 8

   Choose the entity

   Under Entity, type part of the company name and choose the company you are asking about. Rights are always checked for one entity at a time.

   • Select Choose an entity
   • Type Search…: Trading
   • Choose Meridian Souq Trading LLC
9. 9

   Choose the permission

   Under Permission, type a word to narrow the list, then choose the permission. Each permission is named by its module and its action. Here we choose Data protection, Approve.

   • Select Choose a permission
   • Type Search permissions…: PDPL approve
   • Choose Data protection (PDPL) · Approvepdpl:approve
10. 10

    Select Show and read the result

    Select Show. The card counts the people and the grants. Each row is one grant: the person, the role that gives them the permission, where that role applies, until when, and how it was given. A person with two roles that both include the permission appears twice.

    • Select Show
11. 11

    Select Export CSV

    Select Export CSV to save the same list as a spreadsheet file in your downloads folder. This is the file to send when an auditor asks for evidence of who holds a permission. The note under the table reminds you that cover given through a delegation is not listed here.

    • Select Export CSV