You assign roles to employees or employee groups to determine what they can access and the tasks that they can perform in Compliance Accelerator. Some roles are effective at the application level, across the entire Compliance Accelerator system, and others apply at the department level only.
You must have the Grant Users Access permission to assign a role to an employee or group. By default, users with the application role of App User Admin have the first permission. Users with the department role of User Admin have the second.
To assign a role to an employee or group
Do one of the following:
If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any research folders that are associated with them.
If you want to notify the selected user that he or she may now perform a ClickOnce installation of the Compliance Accelerator client, click Send Email Invite. Compliance Accelerator creates a new message that is ready to send to the user. Note that this facility is unavailable in Compliance Accelerator clients that you install with the MSI installer package.