Define Security Levels

Security levels are based on a hierarchical structure and are used to determine the lowest level of security needed for read-only or read/change access to each feature or page in Compliance. There are 10 levels available, with level 10 as the highest. Users with a security level of 10 have access to all Compliance Administrator features. Users with a security level of 1 (typically Learner) have no access to Compliance Administrator features. All other levels are optional and can be configured to meet the needs of your organization.

Organizations new to Percipio Compliance have six default levels pre-defined with the following labels:

  • 1 Learner
  • 2 Content Coordinator
  • 3 Content Curator
  • 5 Manager
  • 8 Learning Admin + Percipio custom roles
  • 10 Site Admin

These security levels align with the User Roles in Percipio. When you first create users in Percipio, Percipio Compliance assigns each user the security level that matches the user's role. For example, a user assigned the role of Content Coordinator in Percipio, has a level 2 security setting in Compliance. This security setting remains until you manually change it in Percipio Compliance.

If you make changes to a user's role after the initial creation, Percipio Compliance does not automatically update the security level to reflect the change. You can manually update the security level for that user within Percipio Compliance.

By default, only Site Admins (level 10) have access to any Compliance features. However, the admin can change the security level for users in Compliance. Changing a user's level in Compliance does not affect Percipio privileges.

In Compliance, the labels assigned to the levels are informational only and do not indicate a user's privileges in Compliance. You can use the default levels with their existing labels, change the labels, and add additional levels with new labels as needed.

Defining Your Levels

Many organizations define security levels based on positions or job roles within their company. For instance, your organization may have Supervisors instead of Team Managers for smaller groups of employees, and Department Managers who oversee several teams. In order to better align the security levels with your organization, you can change the default Team Manager security level to Supervisor, and define a new level 6 for Department Managers.

Note: Customers migrating to Percipio Compliance from Academy, and customers using Percipio Compliance prior to July 2019, may see the default security levels added to the Security Setup page. The new levels will not overwrite the name of levels already defined. Additionally, the levels will not affect any of your current feature access assignments. To use the new levels, you must assign them to features, and assign them to users.

To define a new security level

  1. From the menu, click Setup > Security Setup.
  2. Click the Level drop down and select the desired number.
  3. Enter a name for the level.
  4. Click Add.
  5. Under Currently Defined Security Levels, check the Admin Menu box for the new level. This ensures users with this level can see the menu when they log into the site.
  6. Click Update.
  7. Note: If the Admin Menu check box is not checked when you click Update, users assigned that security level may not see all menu options in Compliance Administrator.

You can change the name of an existing level by selecting it from the Level drop down and entering a new name. The name associated with the level updates in all locations where it's used. Since the name of the security level is only a label, the access granted at this level does not change.

If a user with a role other than Percipio site admin has security levels that allow them to access the Percipio Compliance admin interface, they must:

  1. From the Percipio profile drop-down, select Compliance.
  2. From the Compliance profile drop-down, select Administrative tasks.