Check if a user has access to a review

A user's access to a review template depends on several factors, including their role, permissions and location. They may be able to perform a review but not view its results in Analytics, or vice versa.

Rather than checking each permission individually, you can use the Check user access option to quickly see exactly what a user can do with a specific review template.

What determines a user's access?

A user's access depends on:

• Location types: Which location types the review template applies to, if it's a location-based review.
• User role: The user's assigned role and the permissions associated with it.
• Roam permissions: Which locations the user's role allows them to access.

How to check a user's access

You'll need an Ocasta account with Account Owner permissions to be able to do this.

1. Open the Ocasta Admin in your web browser.
2. Go to Reviews > Review templates.
3. Select the review template you want to check.
4. Under the Permissions section you'll find Check user access.
5. Start typing the user's name into the search box, then select them from the results.

Once you've selected a user, you'll see a summary of their access to that review template, including:

• Role: The user's assigned role.
• Home location: The user's primary location.
• Perform reviews: Whether the user can perform reviews using this template.
• View in Analytics: Whether the user can view reviews completed using this template in Analytics.
• Permitted locations: Which locations the user can perform reviews for and which locations they can view review results for.

This gives you a clear picture of what the user can access without having to check their role, location settings and permissions separately.