05 Trusted Standard Self-Assessment - User Roles Explained
Every user who is given permission to access to the Trusted Standard Self-Assessment Tool will be allocated a role. Each role has a group of permissions; essentially this role assignment helps you manage what each user can see and do. Here is a description of standard roles:
Your organisation’s Owner is set by the Trusted Standard team at The Growth Company. Your Owner has access to enhanced features – they can invite other users to contribute to your Trusted Standard Self-Assessment and determine the role others will have. Typically a you Owner is the person responsible for co-ordinating the completion of your Trusted Standard Self-Assessment.
As a Participant you will be invited into the software by your organisation’s Owner. You will be able to actively participate by being able to input your contributions. For example; if you have been invited to an self-assessment or improvement plan you will be able to add, edit and delete your own evaluation or in the case of a plan, create, note comments and progress and manage your own improvements objectives. Typically this may be any individual who is required take an active role in inputting and editing.
As a Reader you have access to be able to read the contributions of others. You can read the content you have been re invited into. You will not be able to make changes to any of the input. You are able to contribute to any comments features. Typically this may be a senior leader.
As a Moderator you will have additional features to allow you to read through the primary input and make comment against it. This is an optional role and may not be suitable for all organisations. Typically this may be anyone who is acting as a mentor or maybe someone in a quality assurance role.
As an Approver you will have additional features to allow you to read through the primary input, any moderator notes and make comment against it. The approval is almost a statement of status of sign off. This is an optional role and may not be suitable for all organisations. Typically this may be a line manager who has the final authorisation to approve.
Please Note: Moderator and Approver roles apply only to the self assessment module
Owner
Your organisation’s Owner is set by the Trusted Standard team at The Growth Company. Your Owner has access to enhanced features – they can invite other users to contribute to your Trusted Standard Self-Assessment and determine the role others will have. Typically a you Owner is the person responsible for co-ordinating the completion of your Trusted Standard Self-Assessment.
Participant
As a Participant you will be invited into the software by your organisation’s Owner. You will be able to actively participate by being able to input your contributions. For example; if you have been invited to an self-assessment or improvement plan you will be able to add, edit and delete your own evaluation or in the case of a plan, create, note comments and progress and manage your own improvements objectives. Typically this may be any individual who is required take an active role in inputting and editing.
Reader
As a Reader you have access to be able to read the contributions of others. You can read the content you have been re invited into. You will not be able to make changes to any of the input. You are able to contribute to any comments features. Typically this may be a senior leader.
Moderator
As a Moderator you will have additional features to allow you to read through the primary input and make comment against it. This is an optional role and may not be suitable for all organisations. Typically this may be anyone who is acting as a mentor or maybe someone in a quality assurance role.
Approver
As an Approver you will have additional features to allow you to read through the primary input, any moderator notes and make comment against it. The approval is almost a statement of status of sign off. This is an optional role and may not be suitable for all organisations. Typically this may be a line manager who has the final authorisation to approve.
Please Note: Moderator and Approver roles apply only to the self assessment module
Updated on: 06/06/2022
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