Control access to an application

A person has access to an application or consent when they are added as a participant and assigned View level access level or higher.

To remove access for participants who do not have mandatory roles, set the access level to No access.

To adjust access

  1. In the People and roles step of an application or the People tab of an application, select ... | Edit participant on the participant, to open the Edit a participant dialog to the Roles & access step.

  2. Select the level of access to this application:

    View

    Applicants are notified when added and can look at all content on an application including uploaded files.

    They cannot edit content or delete files or submit applications or RFI responses. They do not receive other application notifications.

    Edit

    Applicants are notified when added and can view all content including uploaded files. They can modify content, including modifying RFI responses. However they cannot submit applications or RFI responses.

    Manage

    Applicants are notified when added. They can view and modify all content. They can manage participants. They can submit applications and RFI responses.

    No access

    Use to include participant details in applications without inviting them.

    They cannot view the application or consent and do not receive any notifications.

  3. Step through the remaining step and select Finish to apply the changes.

  4. The system adjusts the target participant's access levels.