Wolters Kluwer® CompliEditor Custom Roles

Overview

Custom roles for Wolters Kluwer® CompliEditor can be created to meet specific business needs. When creating custom roles, you can select from available CompliEditor permissions to create roles tailored to your organization's requirements.

Creating Custom Roles

To create a custom role for CompliEditor:

  1. Navigate to the Roles page.
  2. Click +Role.
  3. Enter a name and description for the custom role.
  4. Select the desired CompliEditor permissions from the available permissions list.
  5. Click Save to create the custom role.

Available Permissions

The following CompliEditor permissions are available when creating custom roles:

Permission Name Description
Assign or Remove Permissions for Wolters Kluwer® CompliEditor Allows users to assign or remove CompliEditor permissions for other users in the system.
Basic Access for Wolters Kluwer® CompliEditor Provides basic access to the CompliEditor application functionality.

Best Practices

When creating custom roles for Wolters Kluwer® CompliEditor, consider the following best practices:

  • Create roles based on job functions to ensure users have appropriate access.
  • Use descriptive names for custom roles to clearly identify their purpose.
  • Limit the "Assign or Remove Permissions" capability to users who need to manage access for others.
  • Review and update custom roles periodically to ensure they align with current business needs.