User Management (Collaborator)
Learn how to assign, manage, and revoke collaborator access in Sprinto for seamless task delegation and compliance tracking.
Overview
This guide provides comprehensive instructions on managing collaborators in Sprinto, including assigning checks, revoking access, and resolving assigned checks. Collaborators are non-admin users who have specific permissions that enable them to access and complete assigned tasks without requiring full admin privileges. This streamlined approach ensures enhanced collaboration and task management without compromising security or administrative control.
Collaborators play a crucial role in Sprinto by handling specific tasks and compliance activities delegated to them by admin users. By granting collaborator access, non-admin users can effectively participate in the compliance management process without needing complete administrative rights. This division of responsibilities fosters a more efficient and secure collaboration environment within the organisation.
Add a Collaborator
Before you begin, ensure you are logged into the Sprinto Admin Portal with appropriate credentials. Having administrator access is necessary to add or manage collaborators within the portal.
Navigate to Dashboard > Tasks. The Tasks tab will display all available checks and their current assignments.
Hover over the Sprinto check assignment column and click the edit icon to start assigning the check.
From the Assigned to drop-down menu, carefully search for the non-admin user listed under the All other staff category. This list includes all staff members who do not have administrative rights.
Click Make collaborator & assign next to the name of the staff member. This action grants collaborator access and assigns the selected check.
Click Save changes to finalise the assignment. The designated user will automatically receive an email notification containing the access link and task details.
Revoking Collaborator Access
To revoke collaborator access, follow these steps:
Navigate to Settings > Teams and select the All members tab from the list. This section displays a comprehensive list of current collaborators within the organisation.
Scroll through the list to find the specific collaborator whose access you wish to remove.
Click the Remove button next to the user's name. A confirmation dialog will appear to verify your intent.
Click Remove again in the pop-up dialog to confirm and finalise the revocation of collaborator access.
By revoking access, the user's permissions will be instantly updated, removing their ability to manage or view the previously assigned tasks.
Assigning Sprinto Checks to Collaborators
Assigning checks to collaborators is an efficient way to distribute compliance tasks among non-admin users. To do so, follow these steps:
Log into the Sprinto Admin Portal and navigate to Dashboard > Tasks. Alternatively, visit the Configure Checks page to view all available checks.
Identify and select the specific task you wish to assign. You may utilise the search bar or filters for quicker navigation through the tasks.
Click Manage from the task details drawer, which opens a menu of assignment options.
In the drop-down menu, select Mark collaborator & assign next to the chosen user. Non-admin users are listed under the All other staff category.
Click Save Changes to complete the assignment. An automatic email notification will be sent to the collaborator, providing them with details about the assigned task.
Resolving Assigned Checks as Collaborator
Log into the Sprinto Employee Portal using your credentials.
Access the assigned tasks through the email notification link or directly via the portal dashboard.
Once on the dashboard, click View next to any pending tasks to access the details.
Carefully review the assigned check, including linked documentation if available, to understand the requirements.
Click Fix it to begin the resolution process. Follow the guided steps to complete the necessary actions. If the task is marked as a special case, update it accordingly by marking it as such.
Once resolved, ensure to mark the task as completed to update the status.
Note: The task dashboard is only accessible when there are pending tasks to address.
Support
If you encounter any issues or require further assistance, do not hesitate to reach out to the Sprinto support team at [email protected]. Our team is available to help you with collaborator management and any related concerns.
Last updated