WEBVTT

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Harbour Roads Training needs an uploader, a

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reviewer and a final approver. This lesson

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explains invitations, membership and access without using

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real names or contact details. The directory

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shows people, roles and account status. Use

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the available company or permission views to

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understand who is meant to do each

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step. A person labelled reviewer may still

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lack a required permission or file scope.

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Check actual capability and the file's signing

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rules before assigning a handover. An authorised

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administrator selects the new member’s role and

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company membership. In training we use fictional

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role labels and reserved example addresses only.

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Confirm the intended organisation, role and partner

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company before an invitation is sent. A

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wrong company assignment can give the person

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an unsuitable file scope. Pending invitations are

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different from active accounts. Use the available

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resend, change-role or revoke actions to manage

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an invitation rather than creating unnecessary duplicates.

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If a colleague cannot act, check whether

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the invitation was accepted, the account is

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active, and the required permissions are present.

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Repeating the invitation may not solve the

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problem. Changing a role affects capability; changing

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company membership affects scope. Review both when

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a person's responsibilities change. Deactivation prevents an

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account from continuing normal work. Review the

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person's active responsibilities and hand over records

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before removing access. Check that the organisation

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has an eligible final certifier who differs

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from the uploader and co-signer. Having three

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accounts is not sufficient without the right

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permissions. Pause here. Assign the training roles

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to upload, co-sign and final approval. Identify

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the checks needed before inviting an external

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partner.