• Roles and permissions in Reconcept

  Reconcept uses a system of roles and permissions to ensure that every user has the appropriate access to information and functionalities. In this article, we explain the basics of how these different roles within the organization and the individual portfolios work together. Organization roles and portfolio roles In Reconcept, we distinguish between organization roles and portfolio roles. The role a person has within an organization or department is recorded in user management (https://help.rPopular

• Overview of access management

  As a portfolio owner, you have a lot of control over who can view your portfolio and who is allowed to contribute to it. In Access Management, which you can find under your Portfolio Settings (or through the key-icon in the web environment), you can see exactly who has access and modify this access.   Tip: first read Roles and Permissions in Reconcept to understand how your portfolio's access management relates toPopular

• Granting access to the portfolio

  From Access Management, you as the portfolio owner can grant new users access to your portfolio. This allows you to decide who can view your progress or who is allowed to complete assessments. Adding persons manually To grant access to one or more persons, select Add persons. In the mobile app, choose Add organization if it concerns an organization that is not yet in your list. After selecting the correct organization, you will see an overview of persons who have a role in that organization bPopular

• Changing previously granted access

  From Access Management, you as a portfolio owner can modify the access of users already linked to the portfolio at any time. This allows you to maintain control over who can see and do what. Adjusting an existing role If you want to change an existing role, click the pencil icon next to the person in question in the web environment. In the app, you do this by tapping the role itself. You will then see an overview of the specific role and the associated permissions this person has within the pPopular

• Troubleshooting access issues

  Are you not seeing the portfolios or assessors you expect to see? There are several ways to check if the access rights are set up correctly. Understanding roles and permissions To properly check if settings are correct, it is important to know how the platform's structure works. First read our article about Roles and Permissions in Reconcept so that you understand how roles and permissions work in our platformPopular