Understanding Permissions, Roles & Access Levels

🔐 The Four Access Levels

There are four primary access levels within systemHUB, ranging from full control to view-only access:

• Administrator / Admin: The "Super User." Users with Admin-level access can view, edit, and delete all content, manage billing, and add or remove team members.
• Reader: The most restricted level. Users with Reader-level access can only see systems, policies, or trainings that have been specifically assigned to them or their role. They cannot edit any content.
• Editor & Contributor: These are the "middle-ground" options. They generally can create or update content without having the full company-wide control of a user with Admin-level access.

📂 How Content is Assigned

Content isn't always visible to everyone by default. You can assign access in two ways:

• Individual Assignment: You can manually add a specific team member to a single system, policy, or training.
• Role-Based Assignment: You can create a role, for example, "Marketing Team", assign ten systems to that role, and then add team members to the role. They will automatically inherit access to all ten systems.

🔍 Permissions Audit (Login as Member)

If you have Admin-level access, you can verify exactly what a team member sees to ensure they aren't overwhelmed or missing key documents:

1. Go to Settings -> Company -> Members.
2. Click the Login as Member button to see systemHUB through their eyes.

⚙️ Customising Permissions

While systemHUB comes with default settings for each access level, these are not set in stone:

• The Permissions Section: Under the Company settings, you can view the detailed breakdown of what each user type can and cannot do.
• Custom Requests: If you need to adjust these global settings, for example, allowing users with Editor-level access to use the "Login as Member" feature, you can contact the systemHUB support team to request a change.

🚫 Note: An account's permission settings can now only be updated by the systemHUB support team. To request changes, please contact our support team.

🛠️ Troubleshooting Access

If a team member reports that they cannot see a specific folder or system, follow these quick diagnostic steps:

1. Check their Access Level to see if they have Reader-level access.
2. Verify they are assigned to the correct Role.
3. Ensure the system itself has been shared with that Role or Individual.

🎉 You're All Set!

You now have a solid understanding of how permissions and access levels keep your company documentation secure and organised. If you ever need tailored adjustments to your global user permissions, remember that our helpful support team is only a quick message away!