In Accreditation Manager you can have multiple sites.  You can think of these as physical locations.  Sites are be created by NAPT Support.


When you create a Lead, you can assign a set of permissions to a site.  This allows you to create several different scenarios.  Here is an example of a potential scenario.


Example 1: Your organization has three sites: Minneapolis, Dallas, and Orlando.


Lead #1: This lead should have access to all items in your organization.  To accomplish this, create a new lead and enable as a global admin.


Lead #2: This lead should have access to all audits, in all locations, but access to no other items.  To accomplish this, create a new Permission called "Audit Only".  


When you create Lead #2, you should add go to the Sites and Permissions tab and select each site and assign it to the Audit Only role just created.  You would repeat this for each site.

 

Lead #3: This lead should have access to all items, except settings, in Dallas.  There is a pre-build role called "Power User (No Settings)" therefore there is no need to create an additional role.  When you create the new Lead, all you need to do is make sure to select the Dallas Site and the Power User role.