By default, all users assigned as managers on a company instance have access to newly created observations. However, when creating or editing an observation, admins can manually grant or restrict access to specific users or user types.
User access
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On this page:
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The following options allow admins to grant access to the observation.
Option | Description | ||||||
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All users have access | All users assigned as managers on the company instance can access the observation.
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Manually add users | Only selected users can access the observation. To manually select user(s):
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Assign by role | Only specific user types can access the observation. To specify the user types able to access the observation:
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Click Save to save your configurations.
Restrict user access
The following options allow admins to restrict user access to the observation.
Option | Description | ||
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No restrictions | All users assigned as managers on the company instance can access the observation.
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Manually restrict users | All users assigned as managers, except for those selected, can access the observation. To manually restrict users:
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Click Save to save your configurations.
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