Roles and Permissions

System Administrators can create and manage the roles for users at their organization to control access to specific modules, tasks, and data in the application. This is done by adding a new role, setting the available permissions, and then assigning the role to a user. 

The roles matrix provided below allows System Admins to set permissions for their custom roles as well as default roles according to their organizational requirements. Our platform provides three default roles: Super User, User, and Super-User: View All Assessments/Issues. 

This article covers the following topics:

• Questionnaire Permissions
• Assessments Permissions
• Issues Permissions
• Document Permissions
• Data Inventory Permissions
• Report Builder Permissions

Questionnaire Permissions

Read: Users can only view Questionnaires

Write: Users can view and create Questionnaires

Approve: Users can approve Questionnaires

Publish: Users can publish Questionnaires to their Partners

Assessments Permissions

View All: Users can view all Assessments within their Primary Organization in a "read-only" mode.  In other words, users will be able to view the Assessment but they will not be able to edit or perform any actions on the Assessment

Modify All: Users can View and Modify All assessments for their primary organization and secondary organizations and for the partners to which they have access.

Note: Modify All permission does not grant Assessment module configuration ability.

Reports: Users can view and generate Assessment Reports within the Assessment module.

Dashboard: Users can view and interact with all dashboards in the Assessments module.

Issues Permissions

Users with the Write permissions will be able to create and publish new issues from the Issues module.

View All: Users can view all Issues within their Primary Organization in a "read-only" mode.  In other words, users will be able to view all Issues but they will not be able to edit or perform any actions on any issues.

Modify All: Users can View and Modify All Issues for their primary organization and secondary organizations and for the partners to which they have access.

Note: Modify All permission does not grant Issue module configuration ability.

Reports: Users can view and generate Issue Reports within the Assessment module.

Dashboard: Users can view and interact with all dashboards in the Issues module.

Document Permissions

Note: The Document permissions shown below apply to Publish360 users only.

Read: Users can only view Document Folders

Write: Users can view and create Document Folders

Approve: Users can approve Document Folders

Publish: Users can publish Document Folders to their Partners

Note: For the Module Admin capabilities, click here

Data Inventory Permissions

The Data Inventory permissions shown below apply to Privacy360 users only.  

Read: Users can view all items in the Data Inventory.

Write: Users can view, edit, and manage their Data Inventory.

Report Builder Permissions

The Report Builder permissions shown below apply to all users.

Manage: Users can see the reporting module, create reports, and view and modify their reports. 

View All: Users can see the reporting module and view any reports.

Manage All: Users can see the reporting module, create reports, and view and modify any report.