Supervisor Privileges

Assure Supervisor Privileges

Provides users with an in system overview of Supervisor Privileges relating to User Permissions. This covers where and how to to create a new privilege and definitions for each setting.  You can watch this video for an overview to learn about this topic or keep reading the article below. 

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Supervisor privileges are usually reserved for system Administrators as most of the functionality available within relates to the configuration of Assure. 

A system user does not require a supervisor privilege in order to login and create, edit, or report on the data within the module areas. 

A normal everyday user of Assure should perhaps only be able to manage local filters, (this is the ability to create their own private filters within the modules). This can be helpful when trying to report on a specific set of data using certain parameters to retrieve the module record(s) in the list view, alternatively this can be achieved by using the quick search functionality and simply searching for the record reference or other key fields of data within the record(s). 

The other privilege that should be considered is the ability to create standalone actions. These are known as free standing actions, actions that are created within the action manager and not associated with any module record. 

Allow = Will have access to access the functionality from a configuration standpoint. 

Deny = Will not have access to access the functionality from a configuration standpoint. 

Inherit = You only have 1 supervisor privilege in a user account, inherit will mean deny if selected. 

• Manage Picklist Data Dictionary – Configure the picklist dropdown values on your module forms, create, edit, or delete picklist values. 
• Reference Maintenance – Configure module references for all modules, configuring as universal or org unit specific and using custom reference prefixes.  
• Configure Risk Matrix – Create, edit, and customise the Risk Matrix.
• Manage Module Settings – Configure the module settings of each module, configure the reviews, approvals, reports, quick search columns. 
• Manage Caption Maintenance – Configure module form captions, hide them, make them mandatory, provide default values or add guidance to the fields. Requires manage module settings. 

• Manage System Settings – Configure the System Settings of your Assure system – Password and login management, reminder notifications, colour coding for actions, submissions, and reviews, change system branding and more. 
• View System Logs – View when your system users are logging onto the system or creating and editing data. 
• Manage Org Units & Groups – Create and edit the configuration of your org units. Also allows for creation of an org group (A collection of org units which can be filtered on within a module). 
• Manage Supervisor Privileges – Configure supervisor privileges. Create, edit, or delete. 
• Manage Roles - Create, edit, or delete role permissions. 

• Manage Users – Create, edit, or delete system users. 
• Manage Question Sets – Relates to outdated functionality no longer available on the application. 
• Configure Reviews – Configure reviews (Automatically select a reviewer, manually select reviewer, review pattern and review period) Requires manage module settings. 
• Manage Global Filters – Create module filters for all system users, edit or delete all module related filters (only applies to non-private filters.) 
• Manage Local Filters – Create, edit, or delete your own private module filters. 

• Create Free Standing Actions – New record button will appear in task management (Action Manager). This is the ability to create an action on Assure that is not linked to a module record.  
• View Disabled Org Units – Disabled org units will appear in the org structure (These are indicated by red text). You can also see module records and tasks within a disabled org unit. 
• Manage Notifications & E-Mail Templates – Create, edit, or delete notifications and e-mail templates. 
• Manage Status Rating – Configure the colours and rename the status values of your RAG rating. 
• Manage Automatic Actions & Action Templates – Configure actions that will be automatically created and associated to a module record upon creation or edit. Create, edit, or delete the templates that are linked to it. 

• Manage Portal –The ability to configure your portal dashboards on the system. (This is the functionality for AssureGo+). You can customise the dashboard names, notification messages and forms that appear including branding. This permission will also grant you the ability to configure portal questionnaires.  
• Manage API – Generate a new API Key if required. Requires access to system settings. 
• Manage Data-Import – Configure data import maps and schedules and view the data import logs for your previously ran data imports. 
• Manage Organisational Structure – Configure the org structure from the selector link at the top of the page, this contains quick-edit (renaming org units) and using the file-move functionality (Bulk transferring all module records and system users from 1 org unit to another). 
• Mask Org Unit - Mask a system user to a specific org unit within their user profile, limits their view of the org structure to the selected unit and its children (if it has any). Requires manage users. If not set to allow this option will not appear when creating or editing a system user account. 

• Can Link to any Module Record - When linking to module records, this allows a system user to see all module records for all org units when using the link functionality. Otherwise the user will just see the module records set within their role permissions when using the link functionality. (restricted via mask/permission). 

  If this is set to deny, it will also deny the link role permission.

• Manage Message – A message can be configured to display to system users when logging in to Assure. You can also see what user has read the message which includes a date read receipt. (Can be accessed using Settings – System Configuration – Messages).
• Manage Attachment Area – Upload attachments directly to Assure that are not within module records, these can be moved into folders etc for organisation. There is no read/download only permission available.
• Link to Attachment Area - Module records can link to attachments that have been uploaded into the attachments area of the system. Main system functionality only, does not apply to AssureGo+.  
• Access Multi Mode – Used in the list view of modules, the ability to add an attachment to multiple module records at once. Also contains the ability to link a policy or connect to an attachment in the attachment area in bulk. 

• Manage IQ Templates – Create, edit and copy IQ templates and configure the template questions within, also allows configuration of predetermined picklists for the IQ template including scoring modifiers (selectable answers). 
• Publish IQ Templates – Publish or unpublish IQ templates (Making them live or not on the Assure system). 
• Manual Notification – E-mail a module record notification to a system user or multiple system users. (Click the cog of the record and select Email). 
• Manage Schedule – Create and edit scheduled actions (Task Management -> Schedule actions).