Why can't a user see some policies or registers?

Quick answer: If a user can't see some items, the items are usually linked to a Business Unit that restricts viewing to its own members. Check the Business Unit's settings. Users who need to see drafts (for example board members) need Policy Editing and Process Editing permissions.

Users can't see some policies or processes

1. Open one of the items the user can't see and check which Business Unit it's linked to.

2. Check that Business Unit's viewing and editing setting. If viewing is restricted to the unit, anyone outside it can't see the item.

3. If everyone should be able to view the items, choose a setting such as Anyone in org can view, but only reporting/affiliated to Unit can edit. The setting applies to everything linked to that Business Unit, including register items.

Board members or reviewers can't see draft items

Users with Process Viewing permission only see published items. To let someone see drafts without making them an administrator, give them Policy Editing and Process Editing permissions under People > Users.

Only some staff should see the registers

Set up Business Units for your register items and choose the right visibility setting. See Guide: Manage Business Units (BU) for Registers.

Note: Roles don't restrict what people can see. They only affect which items are suggested to users. Users with full administrator permissions can see and edit everything.

Related articles

• Guide: New Business Unit (BU) Set Up
• Working example 1: Locking down content access to 2 separate teams
• Working Example 3: Want all staff to view content yet only one group can edit

Still need help?

Email support@centroassist.com.au or call 1300 420 171. Please include your organisation's Centro ASSIST web address (for example yourorganisation.centroassist.com.au) and a screenshot if you can.

If your Centro ASSIST subscription is through Ageing Australia, please contact Ageing Australia Quality Systems at quality@ageingaustralia.asn.au.