Standards Permissions and Access

Standards access is controlled by your site role in the Standards module. There are three roles: Member, Manager, and Admin. Each role determines what you can see and do with standards at your site.

Member

Members can view and discuss standards but cannot change them. Depending on the site configuration, Members may only be able to see their own comments rather than all comments.

• Browse adopted standards and requirements

• Add comments on standards

• View standards in the Standards Library

Manager

Managers can set up and run standards at their site, including activating them, linking evidence, and configuring requirements.

• Everything a Member can do

• Adopt standards from the library onto the site

• Link evidence to requirements

• Assign roles and owners to requirements

• Set whether requirements are in scope or out of scope

• Configure requirements during the adopting phase

• Activate standards so they become live and track compliance

• View all comments on standards, not just their own

• View the cross-standard overview and dashboards

• Access the Standards options settings page

Admin

Admins have full control over standards at their site and can govern standards across the organisation.

• Everything a Manager can do

• Archive and restore adopted standards

• Force-mark a non-compliant requirement as compliant when necessary

• Manage organisation standards policy, which controls which standards are available or mandatory across sites

• Author, edit, and publish standard definitions

• Access the Standards policies settings page

Settings pages

Two settings pages are available for the Standards module, depending on your role:

• Standards options — available to Managers and Admins. This is where you manage adoption settings and defaults.

• Standards policies — available to Admins only. This is where you set organisation-wide policy for which standards sites must adopt.

If you do not see either page under your site Settings, you do not have the required role for that page.

Owner assignment

Only users who have Standards access at the site can be assigned as an Owner on a requirement. Members can be assigned, but someone who has no access to the Standards module at all cannot be chosen.

Common questions