Template Step 7: Other Allowed Users

If you assign a document or questionnaire the Restricted - High or Restricted - Severe security level, you have the ability to allow other users who are not assigned to this document/questionnaire to access it as if they were assigned to it. As assigned users, where other allowed users can access the document/questionnaire depends on their roles, system permissions, and the security level.

To allow other users to access this document/questionnaire, do one of the following:

• Click the Departments tab, click the Departments heading, and then select the departments whose users you want to grant access.
• Click the Departments tab, click the Department Groups heading, and then select a group.
• Click the Job Titles tab, click the Job Titles heading, and then select one or more job titles. All users with that job title will have access to the document/questionnaire.
• Click the Job Titles tab, click the Job Title Groups heading, and then select a group.
• Click Assignees, and then in the Search Assignees box, start typing a user name. As soon as you see the user you want to add, click the user's name.
• Click the Assignees tab, click the Assignee Groups heading, and then select a group.
• Click the Assignees tab, click the Assignees heading, and then select one or more individual users.

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