Adding a user to an access review
Roles and permissions
The following roles can add users to an access review:
Administrators with manager permissions for the access review
Compliance managers with manager permissions for the access review
Users with manager permissions for the access review
Users can be added to an access review in several ways that vary depending on the function of that user within the access review.
To access the review where you want to add users:
From the left menu, select Access reviews.
Select the access review where you want to add users.
The dashboard displays.
Review the sections below for information on adding each user type.
Adding a user as a member
By default, the new user is added to the access review as a Contributor.
From the access review dashboard, click the + icon in the facepile at the top right side of the page.
The Member access window displays.
In the Name field, select the name of the user you want to add to this access review. If the user you want to add does not exist in your organization, click the Add them to Hyperproof link to invite them to your organization and add them to the access review.
In the Role field, select the object role for this user. Roles include:
Optionally, enter a message. This message is included in the email notification sent to the user letting them know that they are now a member.
Click Add.
If notifications are enabled, an email is sent notifying the user that they have been added.
Adding a user as a reviewer or system administrator
Users who are added as reviewers or sysadmins do not need to be added directly to the access review through the facepile. Simply assigning user access records to a reviewer or sysadmin allows them to open the access review and review the records assigned to them. To add a user as a reviewer or sysadmin, they must have an account in the Hyperproof organization.
From the access review dashboard, select the Setup tab.
Select one of the applications to be reviewed.
Select the Records tab.
Select one or more checkboxes for user records that you want to assign to a specific Reviewer or Sysadmin.
Click either the Reviewer or the Sysadmin link.
An Edit window displays.
Select the user you want to assign from the drop-down list and click Confirm.