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Contacts

What are Contacts?

Any individual, who is required to view or edit information within Abriska, must be set up as a contact and assigned a role. Contacts can also be used to allocate ownership of Assets, activities, controls and Assessments.

To view the list of current contacts, click on ‘Contacts’ from the organisation setup page.

Teams

Abriska also allows an organisation to distribute responsibilities to a ‘Team’. A ‘Team’ is essentially a group of Abriska contacts which allows for ownership to be added, amended or deleted by any user within the team of which an item is allocated. Teams can be allocated ownership of any item that can be allocated to a single contact.

Teams are displayed on the same page as contacts, but are viewed by selecting the 'Teams' tab.

Creating a New Contact

To add a new contact, click ‘Create a New Contact’ from Organisation Setup > Contacts. The contact must be assigned to a division. A contact can only be assigned a username after they have been created, by editing the contact.

To amend the details of an existing contact, click on the ‘edit’ link associated with that individual contact. This can be found on the right-hand side of the contacts table.

Assigning Log on Rights

Assigning an Username

To limit access to Abriska, each user requires a unique username and password combination. The user cannot modify their username, but can modify their password at any time. When setting up a new contact, they must first be allocated a unique username. To assign a username, click ‘Edit Username’. The username can be emailed to the user only if a valid email address has been supplied for them during setup.

Usernames must be unique across the whole solution and can only be in made up of characters, numbers and these punctuation characters “_.@”. This should allow usernames to be email addresses.

Assigning an Abriska Role

Assigning an Password

Creating a New Team

To add a new team, click ‘Create a New Team’ from Organisation Setup > Contacts, give the team a name and choose which division it should be a part of. To amend the details of an existing team, click on the ‘Teams’ tab, and click on the 'edit' link associated with that individual contact.

To assign a contact to a team, click the 'edit' link for to the contact that is to be assigned. From the contact setup form, select 'Assign to Team' from the sidebar. This option is only available for existing contacts when the organisation has at least one team set up.

Deleting a Contact or Team

Contacts cannot be fully deleted; they are only hidden from view. The reason for this is that removing the contact fully would corrupt the application. Deleted contacts will, however, not be displayed in other parts of the application and cannot log in to Abriska.

To remove a contact or team, navigate to the corresponding 'edit' page (see above). From here, select 'Delete Contact' or 'Delete Team', as applicable. Please note that contacts cannot be restored from within the application after they have been deleted. If a contact is deleted accidentally then contact support.

End Dated Contacts

Deleted contacts are archived and can be viewwed by clicking 'View End Dated Contacts' from Org Setup > Contacts. If an ended contact still has active responsibilities then these can be reassigned to another contact by clicking 'Manage Responsibilities'.