diff --git a/assets/img/access/20231226/Report home-auditee submit.png b/assets/img/access/20231226/Report home-auditee submit.png new file mode 100644 index 00000000..9a9389fc Binary files /dev/null and b/assets/img/access/20231226/Report home-auditee submit.png differ diff --git a/assets/img/access/20231226/audit-submissions.png b/assets/img/access/20231226/audit-submissions.png new file mode 100644 index 00000000..51606e9b Binary files /dev/null and b/assets/img/access/20231226/audit-submissions.png differ diff --git a/assets/img/access/20231226/user-access_add-new-editor.png b/assets/img/access/20231226/user-access_add-new-editor.png new file mode 100644 index 00000000..ba9e690e Binary files /dev/null and b/assets/img/access/20231226/user-access_add-new-editor.png differ diff --git a/assets/img/access/20231226/user-access_certifying-official.png b/assets/img/access/20231226/user-access_certifying-official.png new file mode 100644 index 00000000..fa2fd86a Binary files /dev/null and b/assets/img/access/20231226/user-access_certifying-official.png differ diff --git a/assets/img/access/20231226/user-access_new-editor.png b/assets/img/access/20231226/user-access_new-editor.png new file mode 100644 index 00000000..969349f6 Binary files /dev/null and b/assets/img/access/20231226/user-access_new-editor.png differ diff --git a/assets/img/access/20231226/user-access_removal.png b/assets/img/access/20231226/user-access_removal.png new file mode 100644 index 00000000..62ed5680 Binary files /dev/null and b/assets/img/access/20231226/user-access_removal.png differ diff --git a/assets/img/access/20231226/user-access_remove-editor.png b/assets/img/access/20231226/user-access_remove-editor.png new file mode 100644 index 00000000..5d5fc62b Binary files /dev/null and b/assets/img/access/20231226/user-access_remove-editor.png differ diff --git a/assets/img/access/20231226/user-access_update-certifying-official.png b/assets/img/access/20231226/user-access_update-certifying-official.png new file mode 100644 index 00000000..b25ce0aa Binary files /dev/null and b/assets/img/access/20231226/user-access_update-certifying-official.png differ diff --git a/assets/img/access/20231226/user-access_updated-user-roles.png b/assets/img/access/20231226/user-access_updated-user-roles.png new file mode 100644 index 00000000..3f9d834a Binary files /dev/null and b/assets/img/access/20231226/user-access_updated-user-roles.png differ diff --git a/src/_collections/access/03-audit-submissions.md b/src/_collections/access/03-audit-submissions.md index 25dac70a..f59d372d 100644 --- a/src/_collections/access/03-audit-submissions.md +++ b/src/_collections/access/03-audit-submissions.md @@ -1,9 +1,9 @@ --- tags: access title: Your audit submissions -image: user-access_03.png +image: audit-submissions.png --- Once you have signed in using Login.gov, you’ll see all of the single audit submissions associated with your account and their status. -Audits still in progress can be edited. To do so, click “In progress” next to the report ID in the table. +You can edit audits that are still in progress by clicking "In progress" next to the report ID in the table. diff --git a/src/_collections/access/04-submission-checklist.md b/src/_collections/access/04-submission-checklist.md index 601ae852..c7cd6afa 100644 --- a/src/_collections/access/04-submission-checklist.md +++ b/src/_collections/access/04-submission-checklist.md @@ -1,7 +1,7 @@ --- tags: access title: Submission checklist -image: user-access_04.png +image: Report home-auditee submit.png --- Selecting a single audit submission will take you to its checklist. From here, click on the “Manage report access” button to make changes to certifying officials and audit editors. diff --git a/src/_collections/access/05-manage-cert-official.md b/src/_collections/access/05-manage-cert-official.md index 82aaf823..1316ddf2 100644 --- a/src/_collections/access/05-manage-cert-official.md +++ b/src/_collections/access/05-manage-cert-official.md @@ -1,7 +1,7 @@ --- tags: access title: 'Manage user roles: Certifying Official' -image: user-access_05.png +image: user-access_certifying-official.png --- To make changes to the Auditee or Auditor Certifying Official, click “Edit” next to their name in the table. diff --git a/src/_collections/access/06-update-cert-official.md b/src/_collections/access/06-update-cert-official.md index b120b324..c69e99f6 100644 --- a/src/_collections/access/06-update-cert-official.md +++ b/src/_collections/access/06-update-cert-official.md @@ -1,9 +1,9 @@ --- tags: access title: Updating Certifying Official -image: user-access_06.png +image: user-access_update-certifying-official.png --- -There may only be one Auditor Certifying Official and one Auditee Certifying Official per single audit submission. By submitting a new official, you will be removing the current official listed. +Each audit submission can have only one Auditor Certifying Official and one Auditee Certifying Official. Submitting a new official will replace the current one. -Keep in mind that the Auditor Certifying Official may not be the same individual listed as the Auditee Certifying Official and may not be the same as any of the Audit Editors. \ No newline at end of file +The Auditor Certifying Official must be a different individual from the Auditee Certifying Official and cannot be one of the Audit Editors. diff --git a/src/_collections/access/07-manage-audit-editor.md b/src/_collections/access/07-manage-audit-editor.md index cbcfc081..c789c0c9 100644 --- a/src/_collections/access/07-manage-audit-editor.md +++ b/src/_collections/access/07-manage-audit-editor.md @@ -1,9 +1,7 @@ --- tags: access title: 'Manage user roles: adding new Audit Editor' -image: user-access_07.png +image: user-access_add-new-editor.png --- To add a new Audit Editor, click the “Add editor” button below the table. There is no limit to the number of Audit Editors that can be on a single audit submission. - -At this time, you can’t remove editors but we are working to add that feature in the future. diff --git a/src/_collections/access/08-add-audit-editor.md b/src/_collections/access/08-add-audit-editor.md index f451e2ed..93dc91b5 100644 --- a/src/_collections/access/08-add-audit-editor.md +++ b/src/_collections/access/08-add-audit-editor.md @@ -1,7 +1,7 @@ --- tags: access title: Adding new Audit Editor -image: user-access_08.png +image: user-access_new-editor.png --- -To add a new Audit Editor, enter their name and email address associated with their Login.gov account. +To add a new Audit Editor, enter their name and **the email address associated with their [Login.gov](https://login.gov/) account.** diff --git a/src/_collections/access/09-updated-roles.md b/src/_collections/access/09-updated-roles.md index a6d169a9..6ec160d6 100644 --- a/src/_collections/access/09-updated-roles.md +++ b/src/_collections/access/09-updated-roles.md @@ -1,7 +1,7 @@ --- tags: access title: Updated user roles -image: user-access_09.png +image: user-access_updated-user-roles.png --- Once you’ve added new users, you will see their names and email addresses appear in the table of users on the single audit submission. **For the changes to take effect, users must log out and log back in to their account**. diff --git a/src/_collections/access/10-remove-audit-editor.md b/src/_collections/access/10-remove-audit-editor.md new file mode 100644 index 00000000..26526197 --- /dev/null +++ b/src/_collections/access/10-remove-audit-editor.md @@ -0,0 +1,9 @@ +--- +tags: access +title: "Manage user roles: adding new Audit Editor" +image: user-access_remove-editor.png +--- + +To remove an Audit Editor, click "Remove" next to their name in the table. + +At this time, you can’t remove Auditee Certifying Officials. diff --git a/src/_collections/access/11-confirm-audit-editor-removal.md b/src/_collections/access/11-confirm-audit-editor-removal.md new file mode 100644 index 00000000..d178eb94 --- /dev/null +++ b/src/_collections/access/11-confirm-audit-editor-removal.md @@ -0,0 +1,7 @@ +--- +tags: access +title: Confirm Audit Editor removal +image: user-access_removal.png +--- + +Audit Editors cannot remove their own access. This helps to ensure that an audit remains accessible to an organization. diff --git a/src/audit-resources/user-access.md b/src/audit-resources/user-access.md index 4cef8053..e3ec6fc0 100644 --- a/src/audit-resources/user-access.md +++ b/src/audit-resources/user-access.md @@ -16,11 +16,11 @@ inlcude_survey: true # Managing user access -Anyone with access to the audit submission can make changes to the Auditee and Auditor Certifying Officials, as well as add additional Audit Editors. At this time, it’s not possible to remove Audit Editors. +Anyone with access to the audit submission can modify the Auditee and Auditor Certifying Officials and add additional Audit Editors. -Keep in mind that you may only have one Auditee Certifying Official and Auditor Certifying Official per single audit submission. These may not be the same individuals. +Keep in mind that each audit submission can have only one Auditee Certifying Official and one Auditor Certifying Official, and these must be different individuals. -The instructions below walk you through making changes to user roles. Once you have completed these steps, **users must log out and log back in to their account for the changes to take effect**. +The following instructions guide you through the process of changing user roles. **After completing these steps, you must log out and log back in for your changes to take effect.**
    {% for item in collections.access %}