Statuses
The Platform has no record lifecycle. The one status it keeps is a user account's. The Users list shows it in the Status column.
| Status | What it means | How it changes |
|---|---|---|
| Enabled | The person can sign in. The page of a user who has not signed in yet reads Not Logged In. | Bulk Actions › Disable, signed with a Reason |
| Disabled | The person cannot sign in. | Bulk Actions › Enable, signed with a Reason |
To disable a user, see Disable a user. To enable one again, see Enable a disabled user.
Roles
Each user has exactly one system role, set in the Permission Role field of their user record. Role names can be renamed by your company; these are the default names.
| Role | What it is for |
|---|---|
| Administrator | Sets up the company: users, groups, roles, sign-in and every module's settings. |
| Supervisor | By default it has every box ticked in Role Permissions, as an Administrator does. |
| Regular User | Works in the modules. Can see users, groups and the other lists in Complere Settings, but not change them. |
| Read Only User | Can see and export the lists in Complere Settings. Changes nothing there. |
What a person can do inside a record also depends on the roles they are named in on that record, and on its groups. For documents, see Document Control: who can do what.
Who can do what
These are the default permissions. Text in a cell names the condition under which that role can do it. The defaults for the lists in Complere Settings are set in Role Permissions (see Change what a role can do).
| Action | Administrator | Supervisor | Regular User | Read Only User |
|---|---|---|---|---|
| Create a user How to: Create a user | Yes | Yes | No | No |
| Edit a user How to: Edit a user | Yes | Shared group, same or lower role | No | No |
| Disable or enable a user How to: Disable a user Signed, with a reason. | Yes | Shared group, same or lower role | No | No |
| Transfer a user's open items Asks for your password and a reason; the entries show as not digitally signed. | Yes | Shared group, same or lower role | No | No |
| Add, edit or delete groups How to: Create a group Every role can view groups. | Yes | Yes | No | No |
| Rename a role or change Role Permissions How to: Change what a role can do Fixed to the Administrator role. | Yes | No | No | No |
| Change a module's settings Under the module's Settings & Master. | Yes | Yes | No | No |
| Change a module's Permissions or who signs How to: Read a module's Permissions page Fixed to the Administrator role. A Supervisor can read the Permissions page. | Yes | No | No | No |
| Set up single sign-on Fixed to the Administrator role. | Yes | No | No | No |
| Require two-factor authentication Fixed to the Administrator role. | Yes | No | No | No |
| Read the Audit Trail page of Complere Settings or a module How to: Read the audit trail of a record or a module Fixed to these two roles. A record's own Audit Trail tab is shown on the record. | Yes | Yes | No | No |
| See users and open a user's page How to: Create a user A user's page opens only when you share a group with them, unless you are an Administrator. | Yes | Yes | Yes | Yes |
| Give or take away a user's modules Signed. | Yes | Shared group, same or lower role | No | No |
| Delete or restore a user Signed. | Yes | Shared group, same or lower role | No | No |
| Export the user list | Yes | Yes | Yes | Yes |
| Add or edit labels, departments, locations and job descriptions Every role can view them. | Yes | Yes | No | No |
| Edit e-mail templates Fixed to the Administrator role. | Yes | No | No | No |
| Open Deleted Items | Yes | Yes | Yes | No |
If something is different
- The role names on your screen differ from this page. Your company renamed them under General Settings › Roles.
- A role can do more or less than this page shows. Your company changed the defaults in Role Permissions. Ask your Administrator.