Roles
- Employee reads assigned policies and records acknowledgments for their own rows.
- Manager sees completion and overdue items for assigned people and can receive escalation mail.
- Admin manages policies, assignments, export, settings, and security.
How a role is chosen
- Open Security to map a user or a SharePoint group to a role.
- A direct assignment wins over a SharePoint group.
- A site owner with no assignment stays an Admin and always keeps Security access.
- Employees see their own acknowledgment rows. Signing is checked against the signed-in person.
Library permissions for policy files and receipts follow the SharePoint site unless an administrator changes them in SharePoint. The Security page does not replace those library permissions.