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.
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 is provided a Read-Only Policy Sharing Link specific to a policy.||Not Applicable||
||Staff are provided a site-wide Read-Only Access link.||No Education sessions, but review your site's welcome page for more information.|
||A User account is created to login to PolicyStat.||No Education sessions, but review your site's welcome page for more information.|
||The User is assigned as an Owner for at least one 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.|
||User is assigned to a step in an Approval Workflow.|
||User is assigned create/edit permissions for a given Area or site-wide (if desired).|
||User is assigned create/edit/manage permissions for a given Area or site-wide (if desired).|
||User is assigned Site Administrator permissions site-wide.|