Atlas GxP Documentation
  • Welcome to Atlas
  • Feature Overview
  • Implementation Steps
  • Configuring Atlas
    • Add Users
    • Set up Roles
    • Procedures
      • Procedure Overview
      • Daily Tasks and Cleaning
      • Batch Records
      • Deviations
      • Product Spec Sheets
      • CAPA
      • Supplier Management
    • Documents
      • Documents Overview
      • Folders and Permissions
    • Checklists (Beta)
  • Using Atlas
    • Dashboard
    • Managing Tasks
    • Search
  • Getting Support
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  • Three ways that Roles are applied
  • To set up Roles:

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  1. Configuring Atlas

Set up Roles

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Last updated 5 years ago

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In Atlas, Roles are used to control what users can see and access. Here are some common Roles you might need for your company:

  • Administrator

  • Production Managers

  • Production Staff

  • Quality Assurance

  • Chief of Quality

  • Administrators

  • Managers

  • QA Manager

  • Retail Associate

  • Administrators

  • Quality Assurance

  • Lab Technician

  • Chief of Quality

  • Chief Science Officer

Three ways that Roles are applied

1. On Document and Procedure Folders:

2. On Specific Documents and Procedures:

3. To control who can perform steps

To set up Roles:

  1. Navigate to Settings

  2. Click Roles

  3. Add or edit Roles

  4. Go to Users, and edit them to include the appropriate Roles.

Roles can be applied to Folders to control access to their contents.
Roles can be applied to specific Procedures for different access levels.
Roles can control who can perform what steps on a procedure.