Account Safeguarding Leads
People that have access to the Safeguarding Module are split into two groups, Account Safeguarding Leads and Users.
Account Safeguarding Leads can only be added from within Safeguarding by another Account Safeguarding Lead. A new Account Safeguarding Lead will also need to have been added to the People module, before they can be added as an Account Safeguarding Lead.
We will need to go to Safeguarding, click Settings and click the Access tab. We’ll then need to scroll to the bottom of the page, to the Account Safeguarding Leads section, and click the Add Lead button.
We can then search for the person we wish to add by typing in the search box and then selecting them from the list that appears.
Finally, we need to click the Save button to add the person as an Account Safeguarding Lead.
If we need to remove an Account Safeguarding Lead, we can click the red dustbin button to the right of their name, in the list. We can then click the Confirm button, to confirm we wish to remove the person, and they will be removed from the list.
Safeguarding Users
To give a new user limited access to Safeguarding, we will need to click the Add User Access button, in the User Access section.
In the window that comes up, we will need to use the search bar to search for the relevant person in the system. We can search by typing their name and then selecting them from the list that appears.
We can then decide the level of access we would like to give, and for which Categories, by switching the relevant toggles on.
Giving a user access to Add Concern only, will allow them to add Concerns but they will not be able to see any other Concerns that have been added.
If we want a user to be able Add and View Concerns, we will need to switch on the View Concern toggle. They will not be able to make any changes to any Concerns.
If we switch on the Edit Concern option, the user will be able to Add and View Concerns, and they will also be able to make changes to existing Concerns.
Switching on Merge Concerns will allow the user to merge the details of 2 Concerns, as well as Add, View and Edit existing Concerns.
If we enable the Delete Concern option, the user will be able to perform a soft delete of a Concern. This means that the Concern will be moved to the Archived list, which is only available to Account Safeguarding Leads. An Account Safeguarding Lead can then decide whether the Concern should be permanently deleted or restored.
If the DBS toggle is switched on, the user will have access to the Checks section of Safeguarding.
In the Location section, we can choose to which locations the Safeguarding User’s permissions will apply. We will only be able to select from locations of which the User is a member.
If there are a lot of locations in our iKnow account, we’ll be able to use the search bar to find the correct location.
Once we’ve set all the permissions, we can click the Add User button and the user will be added to the list of people under User Access.
We can view the permissions that have been given to a user by clicking the blue view button to the right of their name. If we need to make any changes to their access, we’ll need to click the orange edit button and to remove their access completely, we can click the red dustbin button.