Search

Creating and Managing User Roles and Permission Groups

System Administrators can create and manage the Roles of internal users within their organization. By creating and managing user roles, System Administrators have the ability to allow or restrict user access to specific modules, tasks, and data in the application. This can be achieved by creating roles, defining the permissions for each role, and assigning a role to a user.

Note: The system does not allow users to make changes to Default roles. If you modify an existing default role, a new role will be created.

To learn more about the Role Permissions please see our full help article below:

To learn more about the Modular Admin capabilities, please see our full article below:

This article covers the following topics.

Navigating to Roles

From the System Admin Module, navigate to the Roles screen to access the Default Roles as seen below.

Creating and Managing Users Roles 1[R360]

Default Roles

Three default roles are currently available for users: User, Super User, and Super User - View All Assessments/Issues.

User: This is a basic role that enables users to view and create questionnaires or documents.

  1. From the System Admin Module, navigate to the Roles screen and click on the Add Role button as shown below.

    Creating and Managing Users Roles 2[R360]

  2. Enter a Role Name as shown below.

    Creating and Managing User Roles 3[R360]

  3. Click on the checkbox buttons in the Role Access section to select the permissions for the role. Once done, click on the Submit button to save the role.

    Creating and Managing Users Roles 4[R360]

Super User: This is an advanced role that enables users to view, create, approve, and publish questionnaires, issues, and documents. It also allows users to access Assessment Reports.

Super User - View All Assessments/Issues: This is a role that includes all the permissions of the Super User as well as the ability to view all assessments and issues across their organization.

Note: The View All Assessments/Issues role only allows users to view and not edit any assessment/issue.

Adding a Custom Role

System Administrators can manage user role permissions by creating roles, defining permissions, and assigning the roles to users.

Modifying a Role

System Administrators can manage the role permissions as per their business needs and modify role permissions or manage custom roles from the Roles screen.

  1. From the System Admin Module, navigate to the Roles screen, and click on the role that you intend to edit as shown below.

    Creating and Managing Users Roles 5[R360]

  2. Within the Role AccessMatrix, you can select or deselect permissions for a role. Click on the Save Changes button to confirm.

    Creating and Managing Users Roles 6[R360]

    Note: You can view all the users associated with the selected role under the section Users with this role, in order to visualize the impact of changing role authorizations.

Deleting a Role

From the System Admin Module, navigate to the Roles screen and click on the Delete button to delete a role as shown below.

Creating and Managing Users Roles 7[R360]

Note: You cannot delete a Role if it is assigned to a user.