Introduction: Learn how to assign an access level to a user and the definitions of each access level in Touchstone.

Step 1: To create access for a user, select the pencil icon next to the user that you would like to give access to.

(Note: Admin accounts have access to everything in Touchstone, so their access cannot be changed)

Giving access allows them to interact with positions on the Organization Chart and the processes linked to that position’s job description. Any process that the user needs access to must be linked to their job description by an Administrator.

Once access to positions has been created, establish what kind of access you would like the user to have to those positions.

Two types of Access:

Read Access:  Allows the user to read and print the content they have access to. (Read access is recommended for users who only view work processes.) These users cannot edit processes but are encouraged to look for innovations and recommend them to their manager for implementation.

(Read access is recommended for users who only view work processes.)

Create Access: Allows the user to utilize all TouchStone functionality except:

      • Adding new processes to the Four Functions list.
      • Adding new Sub-Functions to the Four Functions list.
      • Re-ordering process on the Four Functions List.
      • Deleting processes from the Four Functions List.
      • Moving positions on the Organizational Chart, under positions that they do not have access to.

(Create access is recommended for users who are in Managerial positions and are entrusted to build and innovate all the job descriptions and work process for their position and their department.)

(Note: The ability to create and modify the Four Function list is only available to Administrators.)


Step 2: To set user access select the position the user will have access to.

Step 3: Choose the type of access the user will have.

Step 4: Click the “Update” button

(Note:  The access level selected will then be shown under “User Access” designated with the color of the access given.)

Step 5: After choosing the type of access the user will have, click “Done”.

Note: When giving a user access to a position, the user will automatically be given the same access level to all the subordinate positions (all the positions on the Organizational Chart that are directly below that position). Access to the subordinate positions can be changed by selecting those positions under “User Access” and then changing the access level.