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Role profiles and the read-only auditor - Product News

A new guide shows how to set up a Super Admin, a Programme Manager or a read-only auditor, and six common ways to divide access.

Published

ForAdministrators

What's new

  • Role profiles and access configurations. Titles such as Super Admin, Programme Manager and Auditor are ways of setting up an administrator, not extra kinds of user. Access configurations and role profiles shows how to set each one up with access permissions and Admin Groups, how to give an auditor or external partner read-only access with no exports, and six common configurations to plan your groups from.
  • Exporting the milestone portfolio needs a report permission. Export on Milestone portfolio now also needs Can generate reports or Can generate document reports, as the other CSV exports do, so a read-only auditor can read the portfolio but not download it.