Permissions

This tab lists the users currently registered to the company, and enables you to set up the user permissions for those users.

Figure 1 - The Company Details page Permissions tab

The Permissions tab lists the Users in your own company, Groups and Other Users who are registered as administrators of your company. These may for example be your colleagues in your company, or system administrators of client companies for which you are creating end user lists. Use this tab to give other users access to the company in the Company drop-down list on the Project Overview page.

The Permissions tab lists a maximum of 50 users on the current page; click the next/previous Page buttons in the lower-right corner of the page to move between pages. Click a letter-button (along the lower edge of the page) to list only those users who's User ID starts with that letter. The list can be sorted on the User ID, First name and Last name columns; click the appropriate column header to toggle the sort order up or down on that column.

The Permissions tab list has a search function to enable you to more easily find the required administrator(s) in the event that the list is extensive.

• Display - the drop-down allows you to select the types of users/groups to be displayed.
• Show Assigned - the drop-down allows you to select whether you wish to see all users, or only those that have already a permission assigned to them.

• Permission type - click the down-arrow beside a user's field to open a drop-down list of the permissions, then select the appropriate permission for that user. The options are:
• None - the user does not have access to the project.
• Read - the user has only Read permission, i.e. he/she can view the questionnaire and associated reports but is not allowed to add new or delete existing elements in them.
• Write - the user has Write permission, i.e. he/she is allowed to add questions to the questionnaire and reports.
• Delete - the user has Delete permission, i.e. he/she is allowed to work on the questionnaire and reports, and is allowed to delete objects in them.
• Grant all - select a permission from the drop-down beside this button and click the button to give that permission to all the currently listed users. Note that if you do not wish to give the selected permission to all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.
• Revoke all - select a permission from the drop-down beside this button and click the button to remove that permission from all the currently listed users. Note that if you do not wish to remove the selected permission from all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.

The Save button in the upper-left corner of the tab flashes in the event the tab contains unsaved changes.

Adding Other Users

Initially, only users and groups within your organization are listed on the Permissions tab. However, more users may be added. To add users, you must supply Forsta with the correct user keys of these users. Typically, an external user will send you his or her user key by email.

1. Copy this key and click the Add other users button at the bottom of the Permissions tab.

The User Key Entry window opens.



Figure 2 - The user key entry window

2. Paste the key into the User Key Entry window.
Note: Make sure you do not have any space after the last character in the user key.
3. Click Add.

The Entry window closes and you are returned to the Permissions tab. The newly added user will be listed in the Other users field. You can now give the new user the appropriate permissions.

To remove a user from the Other Users field, click on the Remove other users link and then choose the users you wish to remove.