How to restrict what a user can see

User Restrictions (the Restrictions button on a user’s row on the Users page) controls which of the company’s assessments that user can see.

Three ways to set it

• See all assessments — every assessment for every client and site in this company.
• See only their own assessments — only the assessments this user created.
• Particular clients and sites — tick them on the Clients and Sites tabs.

See all, or only their own

1. Under Assessment Access, tick See all assessments or See only their own assessments — one or the other.

2. Confirm in the pop-up. Either option clears any client and site ticks.

Particular clients and sites

1. On the Clients tab, tick a client to give access to all of that client’s assessments. Use the search box to find one.

2. To allow only some of a client’s sites, go to the Sites tab, choose the client, and tick the sites.

3. Changes save straight away — a message at the top confirms each one. The Summary counts the restricted clients and sites.