Managing users in Holocentric Connect
Holocentric Connect administrators can choose which personnel within their organisation can access the system. They also have the ability to temporarily deactivate and/or delete users.
All users can view and search the names of other people that have access to the Holocentric Connect system.
This article outlines the following topics:
- Invite new users
- Re-send invitation email
- Search and filter users
- Edit user
- Temporarily deactivate user
- Delete user
1. Invite new users
You can invite people in your organisation to access the web app. The number of people you can invite will depend on the number of user licenses that have been assigned to your organisation.
1.1 Click the People tab in your web app.
1.2 Click on Add New User in the top right-hand corner of the screen.
1.3 Enter the user’s details into all the relevant fields.
1.4 Click Change under User permissions and choose the permissions you want to give the new users.
Note: Process Viewing is the standard permission for view-only users.
Click OK once you have selected from the following permissions:
Permission Descriptions
Permission | Description |
Process Viewing | Gives users the ability to:
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Policy Editing | Gives users the same permissions as Process Viewing and also the ability to create/edit:
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Process Step Editing | Gives users the same permissions as Process Viewing and also the ability to create/edit:
|
Process Editing | Gives users the same permissions as Process Viewing and also the ability to create/edit:
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Risk Viewer | Gives users the ability to view risks. |
Risk Editing | Gives users the ability to:
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| Report Downloading | Enables downloading reports for all items |
Incident and Improvement Manager | Gives users the same permissions as Process Viewing and also the ability to create/edit:
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Model Administration | Gives users all the rights of administration but without the ability to view/edit web app users. |
| Administration | Gives users access to all permissions, including the ability to view/edit web app users. |
1.5 After you have entered all relevant details, click Save & Send Invite.
The new user will now appear in the Users menu. Once you have added the user, they will receive an invitation email. They will be able to log on to the Holocentric Connect web app by following the prompts in the email.
2. Re-send invitation email
You can resend an invitation email to a staff member at any time. Using this email, they will be able to set up their account on the Holocentric Connect web app, if they have not already done so.
2.1 Go to the People tab and access the Users subtab.
2.2 Check the Reset box and click Save.
3. Search and filter users
For accounts with many users, you can search for users using the top search bars. You can also filter users by:
4. Edit user
4.1 Access the People tab.
4.2 Click once on the user you want to edit and click Open User Details.
4.3 Make all relevant edits and click Save to confirm changes .
5. Temporarily deactivate user
5.1 Click on the user’s name in the People menu and select Open User Details.
5.2 Uncheck the Activated box.
5.3 Click Save. To reactivate user, check the Activated box and click Save.
6. Delete user
6.1 Click on the user’s name in the People menu and click Delete.
6.2 You will be presented with a prompt. Click Delete to permanently delete the user.
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