People: Overview - Assuric Docs

Quick summary

People is where you manage everyone in your organisation, including staff and contractors who only use the staff portal.
A person’s permission level sets what they can do in Assuric, and the roles and groups you give them set which checklists and training they get.

Some people here use the whole Assuric dashboard. Others, such as staff and contractors, only ever see the staff portal.

What’s in this section

Page	Covers
Permissions and access (authentication and authorisation)	Permission levels, the person sheet, how people sign in, and multi-factor authentication
Roles and groups	The standard roles, key roles and their appointment evidence, and what roles and groups are used to assign
Assigning owners and responsibilities	Creating groups, adding members, and why a group in use can’t be deleted
Offboarding and deactivating	Removing someone’s access when they leave
Checklists: Overview	What a checklist is made of and who it’s for, then creating one, setting up its items, publishing and tracking it
Assign training through your checklists	Attaching training to a checklist item and adding your own modules, then the modules in your workspace and who’s overdue on them
Manage and customise your staff portal	What staff see on the portal, and setting its name and appearance

What’s covered elsewhere

Covers	Where
Adding someone with Add People on the People tab, step by step	Inviting people
Naming your key role holders during onboarding	Company set up
Workspace-wide sign-in and multi-factor authentication settings	Authentication
Assigning a role as a controlled document’s reviewer or approver	Controlled documents
Staff-reported incidents as a notification category	What triggers a notification

Inviting people

Add someone and set their permission level as you invite them.

Authentication

The workspace settings behind sign-in and multi-factor authentication.