Checklist Access

In InEight Document, Checklist access can be managed at a User level, by Security Group and then also by Checklist Type.

Individual User Level Access

There are four levels of Checklist access available.

None: User have no access to the Checklist module.

Personal: Users can only access Checklists that they have personally created or been nominated in the For Action/For Info fields.

Department: Along with the Personal access rights, users can access Checklists where another user from the same Department (of the same Company) has personally created or been listed in the For Action/For Info fields.

Company: Along with the Department access rights, users can access Checklists where another user from the same Company has personally created or been listed in the For Action/For Info fields.

To provide a user with access at an individual level:

  1. Click Contacts from the InEight Document Dashboard and locate the required contact. Then double click to open the User’s details.

  1. Click on the Security Tab.

  2. Select the Checklist Module drop down and choose the appropriate level of access.

User Checklist Access can also be defined from the User tab within Security Group Settings.

Security Group Level Access

For users with access to Checklists, additional access options can be managed via the Security Group they belong to.

  1. From the InEight Document Dashboard, click the Admin button, then Manage User Access and then choose the relevant Security Group.

  1. Click on the Security Tab then choose Checklist from the drop down list on the right hand side of the window.

From here, controls can be chosen to define the actions and available values that can be used by those assigned to the Security Group.

This includes:

  1. Create or delete Checklists.

  2. Action Checklists

The Checklist creator can update the For Action/Info, Subject and Due Date fields of an issued Checklist.