How to grant access to the IT Protocol to a new operator

Introduction

In order to create a new internal operator in the IT Protocol application, an administrator, the responsible of documents management (RDG) or an authorized member has to access the application. Once inside, select the registry option from the Configuration section.

From the registry, if the operator is enabled, click on "Internal person" under the Creation and modification section:

You will see a query tab where you will be able to search for the operator to authorize. Please note that only users with a personal code can be found; for this reason, you need to be sure that the operator has registered its personal data.

In the "Create New internal person" page you will see all the information about the selected operator in the IT Protocol environment:

Authorizations

• Personal data / information
• Authorization to access the application (Master Protocol Access)
• Unit scopes (UOR, structures) on which the user is enabled to operate and with what role (view only or operator) 
• The profile assigned to the operator (which defines what actions the user can perform)

Audit & Logs

• Personal data / information
• History of authorizations and UOR scopes that the user has received

Effective permissions

• Personal data / information
• Based on the profile assigned in Authorizations, a recap of given permissions

Authorization workflow

Grant access to the application

From the authorizations tab, click on the Grant new button to authorize the user to access the application.

Assign a UOR scope (structure) to the operator

From the Unit Scopes (UOR) tab, you can assign visibility to a specific structure to an operator. 
The interface will present you a list of possible structures, based on your organization hierarchy, and the access level: Visibility only, or Visibility & Management.

The level is useful in case you want an operator to also be able to see a structure's documents, without the possibility to operate on it.

Once you go back to the operator details view, you will see the list of authorized UORs and the history of previous assignments.

Assign permissions (profile) to the operator

A profile is what gives permissions in the IT Protocol. You can create different profiles to assign the same permissions to different members.

From the same page, you can select which profile you want to assign:

You can create new profiles by going to Management > Registry > Creation and Modification: Profile / ACL