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High Compliance Environment Help Center

What is read-only and archive access?

As the project-owning organization, you can prevent an organization from editing or creating project data by restricting it to read-only or archive access.

There are two levels of restricted access:

Changing an organization’s access level does not prevent users from seeing their own data or anything which has already been sent to them. It does restrict the types of actions users will be able to perform, from that point onwards.

Read-only access

When should Read-only access be used?

Use Read-only access for projects that only store project reference materials, such as OH&S (Occupational Health & Safety) documentation.

What do organizations with Read-only access have access to?

They can receive and read project mail and updated documents.

What restrictions apply to organizations with Read-only access?

Module Organizations with Read-only access cannot
DocumentsUpload, supersede, transmit, auto-update, mark as No Longer in Use, restore as current, perform bulk processing
MailCreate new mail, register mail, reply / reply all, forward, approve, reject
WorkflowsCreate templates, initiate a workflow, be a workflow administrator, review a workflow step

How does an organization know it has restricted access to the project?

Users in organizations with Read-only access will see Read-only next to the project name.

Archive access

When should Archive access be used?

Use Archive access for organizations that no longer have active involvement with your project.

What do organizations with archive access have access to?

Setting an organization to archive access effectively removes them from participation on the project.

  • Archived organizations cannot receive new project information such as mail or updated documents,
  • They cannot create any new project information, such as sending mail or updating documents.
  • They are not visible in the project directory, and cannot be re-invited to the project as long as they are in archive status. Only users in the project-owning organization with admin level access can reinstate access to the project.
  • They can see their own data and anything which has already been sent to them.

How does an organization know it has restricted access to the project?

Users in organizations with Archive access will see Archive next to the project name.

How do I change access levels for organizations on my project?

Follow the instructions here: Switch an organization to read-only or archive access