Platform

Complere Settings in Complere

Sign-in, your Home page, users, groups, roles, electronic signatures and the audit trail — the parts every other module uses.

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Tasks

2 articles

What Complere is, how your Home page works and how to find a record.

4 articles

Create the people who use Complere and look after their accounts.

3 articles

Create groups and decide who belongs to them. How groups and roles work together is under Roles and permissions.

3 articles

What each role can do in Complere Settings and in each module.

1 article

What your signature means and how to read what the audit trail records.

1 article

Write to Complere Support, and ask for the validation pack or the help PDF.

Who can take the key actions. Text in a cell names the condition.

Who can do what: actions by role. Text in a cell names the condition.
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