Introduction to Users and Roles

Users and Roles is where the people who work under the quality management system are managed, together with the roles that decide what each of them can see and do.

Roles are central to how eQMS works. Rather than granting access to documents one person at a time, you assign people to roles, and those roles carry the access and responsibilities. The same roles are used throughout the system, to grant document access, to act as authors, reviewers, approvers, or target audience on a document, and to drive who is assigned training.

What You Use It For

Users and Roles keeps the membership of the system in one place, so access stays consistent as people join, change responsibilities, or move on. With it you can:

• Maintain the user accounts of the people who work under the quality management system.

• Define roles and what each role is allowed to access.

• Use roles to grant document access and to decide who an action, such as authoring, reviewing, or approving, belongs to.

• Provide the roles that training assignment and onboarding rely on.

Together, these make sure the right people have the right access, and that responsibilities are assigned by role rather than by individual.

How It Is Organised

Users and Roles has two parts:

• Users The accounts of the people in the system, and the roles each person holds.

• Roles The roles that determine access and responsibilities, applied across documents and training.

The pages that follow describe each part in detail. If you are setting up the system, begin with Roles to decide how access is structured, then Users to assign people to them.