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Manage Users - Knowledgebase / People - Holocentric Connect

Manage Users

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:

  1. Invite new users
  2. Re-send invitation email
  3. Search and filter users
  4. Edit user
  5. Temporarily deactivate user
  6. 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.

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1.2 Click on Add New User in the top right-hand corner of the screen.

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1.3 Enter the user’s details into all the relevant fields.

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1.4 Click Change under User permissionand choose the permissions you want to give the new users.

Note: Process Viewing is the standard permission for view-only users. 

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Click OK once you have selected from the following permissions:

1659351563173.pngPermission Descriptions

Permission

Description

Process Viewing

Gives users the ability to:

  • view policies, processes, work instructions, regulations, documents
  • undertake knowledge tests
  • raise incidents, complaints and feedback.

Policy Editing

Gives users the same permissions as Process Viewing and also the ability to create/edit:

  • policies
  • regulations
  • documents.

Process Step Editing

Gives users the same permissions as Process Viewing and also the ability to create/edit:

  • process steps
  • documents
  • work instructions.

Process Editing

Gives users the same permissions as Process Viewing and also the ability to create/edit:

  • all parts of a process
  • work instructions
  • documents
  • roles.

Risk Viewer

Gives users the ability to view risks.

Risk Editing

Gives users the ability to:

  • view risks
  • create/edit risks.
Report DownloadingEnables downloading reports for all items

Incident and Improvement Manager

Gives users the same permissions as Process Viewing and also the ability to create/edit:

  • incidents
  • complaints
  • feedback
  • improvements.

Model Administration

Gives users all the rights of administration but without the ability to view/edit web app users.

AdministrationGives 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

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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. 

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2.2 Check the Reset box and click Save.  

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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:

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4. Edit user

4.1 Access the People tab. 

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4.2 Click once on the user you want to edit and click Open User Details. 

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4.3 Make all relevant edits and click Save to confirm changes .

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5. Temporarily deactivate user

5.1 Click on the user’s name in the People menu and select Open User Details.

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5.2 Uncheck the Activated box. 

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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. 

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6.2 You will be presented with a prompt. Click Delete to permanently delete the user.  

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