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Adding users to your organization

Roles and permissions

The following roles can add a user to the organization:

  • Administrators can add a user to an organization via Settings or from an object

  • Compliance managers with manager permissions on an object can add a user to the organization via the object

  • Users with manager permissions on an object can add a user to the organization via the object

  • Limited access users with manager permissions can add a user to the organization via the object

To give your team members access to objects like programs and controls, you must first invite them to your organization and assign them an organizational role.

Hyperproof has the following organizational roles:

  • Administrator - Manages the organization, its compliance managers, and its users. Can create and join objects within the organization.

  • Compliance manager - Can create and manage new programs within the organization.

  • User - Can read and list objects within the organization.

  • Limited access user - Can read and list those objects where they are a member or have inherited membership within an organization. Limited access users can create work items and proof.

  • External auditor - Can only interact with an audit they've been explicitly added to.

Note

Users cannot be assigned to objects, e.g. an issue, until they accept their invitation to join the organization.

Adding a single user to the organization

  1. From the left menu, select Settings.

  2. Select the People tab.

    settings-people.png

  3. Click New.

    The New user or contact window opens.

  4. Below Email address, enter the user's email address.

  5. Below First name, enter the user's first name.

  6. Below Last name, enter the user's last name.

  7. Below Options, select one of the following radio buttons:

    1. Invite to join the organization - The new member is added as a user with access to the organization.

    2. Add as a contact - The new member is performs their tasks via email without ever having to log in to Hyperproof.

  8. If you selected the Invite to join the organization radio button, select the new member's role from the Role drop-down menu.

  9. Click OK.

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