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Merge pull request #167 from GSA-TTS/JM-User-Access1
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Content revisions: Manage User Access page
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jperson1 authored Nov 8, 2024
2 parents cb89653 + bbb9478 commit 61e2c4f
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Binary file added assets/img/access/20231226/audit-submissions.png
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4 changes: 2 additions & 2 deletions src/_collections/access/03-audit-submissions.md
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---
tags: access
title: Your audit submissions
image: user-access_03.png
image: audit-submissions.png
---

Once you have signed in using Login.gov, you’ll see all of the single audit submissions associated with your account and their status.

Audits still in progress can be edited. To do so, click “In progress next to the report ID in the table.
You can edit audits that are still in progress by clicking "In progress" next to the report ID in the table.
2 changes: 1 addition & 1 deletion src/_collections/access/04-submission-checklist.md
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---
tags: access
title: Submission checklist
image: user-access_04.png
image: Report home-auditee submit.png
---

Selecting a single audit submission will take you to its checklist. From here, click on the “Manage report access” button to make changes to certifying officials and audit editors.
2 changes: 1 addition & 1 deletion src/_collections/access/05-manage-cert-official.md
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---
tags: access
title: 'Manage user roles: Certifying Official'
image: user-access_05.png
image: user-access_certifying-official.png
---

To make changes to the Auditee or Auditor Certifying Official, click “Edit” next to their name in the table.
6 changes: 3 additions & 3 deletions src/_collections/access/06-update-cert-official.md
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---
tags: access
title: Updating Certifying Official
image: user-access_06.png
image: user-access_update-certifying-official.png
---

There may only be one Auditor Certifying Official and one Auditee Certifying Official per single audit submission. By submitting a new official, you will be removing the current official listed.
Each audit submission can have only one Auditor Certifying Official and one Auditee Certifying Official. Submitting a new official will replace the current one.

Keep in mind that the Auditor Certifying Official may not be the same individual listed as the Auditee Certifying Official and may not be the same as any of the Audit Editors.
The Auditor Certifying Official must be a different individual from the Auditee Certifying Official and cannot be one of the Audit Editors.
4 changes: 1 addition & 3 deletions src/_collections/access/07-manage-audit-editor.md
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---
tags: access
title: 'Manage user roles: adding new Audit Editor'
image: user-access_07.png
image: user-access_add-new-editor.png
---

To add a new Audit Editor, click the “Add editor” button below the table. There is no limit to the number of Audit Editors that can be on a single audit submission.

At this time, you can’t remove editors but we are working to add that feature in the future.
4 changes: 2 additions & 2 deletions src/_collections/access/08-add-audit-editor.md
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---
tags: access
title: Adding new Audit Editor
image: user-access_08.png
image: user-access_new-editor.png
---

To add a new Audit Editor, enter their name and email address associated with their Login.gov account.
To add a new Audit Editor, enter their name and **the email address associated with their [Login.gov](https://login.gov/) account.**
2 changes: 1 addition & 1 deletion src/_collections/access/09-updated-roles.md
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---
tags: access
title: Updated user roles
image: user-access_09.png
image: user-access_updated-user-roles.png
---

Once you’ve added new users, you will see their names and email addresses appear in the table of users on the single audit submission. **For the changes to take effect, users must log out and log back in to their account**.
9 changes: 9 additions & 0 deletions src/_collections/access/10-remove-audit-editor.md
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---
tags: access
title: "Manage user roles: adding new Audit Editor"
image: user-access_remove-editor.png
---

To remove an Audit Editor, click "Remove" next to their name in the table.

At this time, you can’t remove Auditee Certifying Officials.
7 changes: 7 additions & 0 deletions src/_collections/access/11-confirm-audit-editor-removal.md
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---
tags: access
title: Confirm Audit Editor removal
image: user-access_removal.png
---

Audit Editors cannot remove their own access. This helps to ensure that an audit remains accessible to an organization.
6 changes: 3 additions & 3 deletions src/audit-resources/user-access.md
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# Managing user access

Anyone with access to the audit submission can make changes to the Auditee and Auditor Certifying Officials, as well as add additional Audit Editors. At this time, it’s not possible to remove Audit Editors.
Anyone with access to the audit submission can modify the Auditee and Auditor Certifying Officials and add additional Audit Editors.

Keep in mind that you may only have one Auditee Certifying Official and Auditor Certifying Official per single audit submission. These may not be the same individuals.
Keep in mind that each audit submission can have only one Auditee Certifying Official and one Auditor Certifying Official, and these must be different individuals.

The instructions below walk you through making changes to user roles. Once you have completed these steps, **users must log out and log back in to their account for the changes to take effect**.
The following instructions guide you through the process of changing user roles. **After completing these steps, you must log out and log back in for your changes to take effect.**

<ol>
{% for item in collections.access %}
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