User Roles explained

Rachel Kinkead Updated by Rachel Kinkead

User Roles in the Governance & Risk Platform

  

Within the Governance & Risk platform, there are different roles, depending on what each user needs to be able to do.  It’s important for Administrators to choose the correct roles for each user, both at a system-wide level, and for each Module they need access to.

 Please note – the System Administrator role should only be selected for those few individuals who need to make system-wide changes for your Organisation.  Please be aware that Administrators can update things like Multi-Factor Authentication (MFA) settings, User profiles, Groups and Committees.
For detailed instructions on setting user roles at the top level and for each module, please read the User Management Guide.

 

Meetings

 

Attendee - this User can be invited to meetings.  Select this role for anyone who only needs to attend meetings, access the meeting materials or make annotations.

Organiser - this User can set up and edit, as well as attend, meetings.

System Administrator - select this role at the top level (all Users list) for those who also need to set up or edit agenda templates, or manage Groups & Committees. Remember, this role can make system-wide changes across the entire account, so only apply this to users who really need that level of access.

 

Risks & Goals

We have recently been developing the Risks & Goals Administration screens, to enable you to assign users to your Risks/Goals boards.  If you have access to Menu > Administration > Users, you'll be able to set up new users and assign them to the applicable boards via the Plans & Registers section. For full instructions, please see the User Management Guide.

There are two levels of access to the boards: User and Administrator

Users

Standard users can make changes to Risks, Controls, Actions, Objectives or Measures where they are assigned as an Owner or Editor of that item. 

Board Administrators

Admins can make changes across the board, regardless of ownership.  Board Admins can make changes to Owners and Editors.

Important: A System Administrator role is different to a board Administrator. System Administrator at the top level should only be applied to those users who need to make Organisation-wide changes like manage other Users, update Multi-Factor Authentication settings, or manage Groups & Committees for the Meetings module. Applying a System Administrator role in the All Users list will not provide Administrator level for a Risk Register or Goals Plan - this must be done via the Plans & Registers dropdown.

 

 

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