PolicyStat User Roles

Within PolicyStat, users are assigned roles based on the level of access needed to complete their policy responsibilities. The list below covers each possible role in detail including where to find additional resources and training.

Please Note: This page uses default PolicyStat terminology. Some terminology may differ for your location, but the concepts are universal.

Role

What Can/Should They Do?

How is this role assigned?

What are relevant Education webinars for this role?

Where to find help in the Knowledge Base

Guest
  • View and read a single policy
    (e.g. Vendor, Lawyer, Auditor, etc.)
Guest is provided a Read-Only Policy Sharing Link specific to a policy. Not Applicable
  • Not Applicable
Staff icon Staff
  • Search for, view, and read any non-restricted policies across PolicyStat
Staff are provided a Global Guest Access link. No Education sessions, but review your site's welcome page for more information.
User icon User
  • Search for, view, and read any non-restricted policies across PolicyStat
  • Acknowledge an assigned policy
A User account is created to login to PolicyStat. No Education sessions, but review your site's welcome page for more information.
Owner icon Owner
  • Edit any policies for which they designated as the Owner
  • Edit their own documents
  • Start the review process
  • Approve if included in the workflow
  • Comment during collaboration
  • Retire policies (if allowed by Site Administrator)
The User is assigned as an Owner for at least one policy.
Collaborator icon Collaborator
  • Read and review a policy in a pending status
  • Review comments made by other collaborators on a pending policy
  • Add comments to a pending policy
  • Invite other Users to collaborate on a pending policy
Any Users involved in the review process (e.g. Approver, Collaborator, etc.) can invite another User to collaborate through the comments section of a pending policy.
Approver icon Approver
  • Review and approve or edit policies as part of an Approval Workflow
  • Edit a pending policy if they are part of the Approval Workflow
  • Cannot start the Approval process or create drafts from active documents
User is assigned to a step in an Approval Workflow.
Area Editor iconArea Editor
  • Create new or edit any existing policies within assigned Area(s)
  • View Restricted policies within their Area (or site-wide)
User is assigned create/edit permissions for a given Area or site-wide (if desired).
Area Manager iconArea Manager
  • Create new or edit any existing policies within assigned Area(s)
  • Oversee and manage policies within assigned Area
  • Assign and view Acknowledgments for any policy in their Area
  • View restricted policies within their Area (or site-wide)
  • Retire policies (if allowed by Site Administrator)
  • Create and Edit User Groups
  • Cannot manage users or other settings and permissions
User is assigned create/edit/manage permissions for a given Area or site-wide (if desired).
Site Administrator iconSite Administrator
  • Create new or edit any existing policies within any Area(s)
  • Oversee and manage any Areas via reports and notifications
  • Assign and view Acknowledgments for any policy in their Area
  • View restricted policies site-wide
  • Create, edit, and manage Areas, Approval Workflows, User profiles/permissions, and User Groups
  • Perform policy overrides
  • Retire and delete policies
  • Reinstate retired policies
  • Produce reports
User is assigned Site Administrator permissions site-wide.
PolicyStat Learning Center
Proud sponsor of
Timmy Global Health