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Visibility to Comments in Other Certifications Within Process

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Is it possible to give selected certification signers visibility to other certifications?

For example, Europe zone controller can view comments in Germany, France and Italy certifications.

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3 opmerkingen

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  • Isabel Messore

    Hi Maciej Cydzik, 

    Yes, it is possible to provide selected certification signers visibility to comments in other certifications within a process. This can be achieved by configuring permissions and roles appropriately:
     
    1. Comment Permissions: Permissions can be set to control who can view and interact with comments. This ensures that only authorized users, such as a Europe zone controller, can access comments in certifications for Germany, France, and Italy.
     
    2. Workspace Roles: Assigning roles like "Workspace Member" or "Viewer" allows users to view and comment on documents, including certifications. These roles can be tailored to provide visibility across multiple certifications.
     
    3. Group Management: Groups can be created and assigned permissions to certifications. Adding the Europe zone controller to groups with access to the relevant certifications ensures they can view comments across these certifications.
     
    If you need further assistance in setting up these permissions or have specific requirements, let me know!
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  • Monica Rowland

    Hi Isabel- I have a similar situation. We have several different regions and I would like the leaders to be able to see the comments/responses for those that report to them, but not necessarily give access to all of the certifications. How could I get some assistance in understanding how those permissions/roles/groups need to be set up within my certifications/process?

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  • Isabel Messore

    Hi Monica Rowland, that's a great question!

    Apologies for not including links for the above reccommendations, I'm happy to share the resources below:

    Your Customer Success Manager would be a great person to assist here! They'll be able to set up a call with you to go through your current workflow and provide guidance on how to achieve this in your specific process! As Melanie mentioned here, your CSM is a great resource for these type of walkthroughs :)

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