Summary
Learn about the different levels of access people using MindBridge may have.
User roles
User roles are organized into 2 levels of access within MindBridge. Users will have be assigned a role at both the system level and the organization level, for every organization they belong to.
|
Level |
User roles |
||
|---|---|---|---|
|
System (tenant) |
|
||
| Organization |
|
||
User role permissions
System (tenant) level permissions
|
Actions |
App Admin |
User Admin* |
Organization creator* |
User* |
|---|---|---|---|---|
|
Create organizations |
✓ |
✓ |
✓ |
— |
|
Delete any organization or engagement |
✓ |
— |
— |
— |
|
Access any organization or engagement |
✓ |
— |
— |
— |
|
Add or remove users from the system (tenant) |
✓ |
✓ |
— |
— |
|
Assign system user roles |
✓ |
✓ |
— |
— |
|
Manage account groupings and libraries to standardize your firm's control point settings, ratios, etc. |
✓ |
— |
— |
— |
|
Access administrative reports about user activity |
✓ |
✓ |
— |
— |
Organization level permissions
In addition to system roles, you may be assigned an organizational role for organizations or engagements to which you are invited.
- Managers control an entire organization
- Auditors have access to individual engagements within an organization
|
Actions |
Manager** |
Auditor** |
|---|---|---|
|
Delete organizations |
✓ |
— |
|
Create engagements |
✓ |
— |
|
Delete engagements |
✓ |
— |
|
Access all engagements in the organization |
✓ |
— |
|
Create analyses |
✓ |
✓ |
|
Delete analyses |
✓ |
✓ |
|
Access all analyses in an engagement |
✓ |
✓ |
|
Add or remove users to organizations and engagements |
✓ |
— |
|
Manage organization user roles |
✓ |
— |
|
Manage engagement settings |
✓ |
— |
|
Add or remove files |
✓ |
✓ |
|
Create or remove tasks |
✓ |
✓ |
|
Create and export reports |
✓ |
✓ |
|
Create ratios |
✓ |
✓ |
|
Edit, show and hide ratios |
✓ |
✓ |
*System (tenant) role limitations
User Admin
- Cannot add, edit, or disable App Admin accounts.
- Cannot access or make changes to libraries or account groupings.
- Can only access organizations and engagements they created or to which they have been invited.
- Can only create engagements within organizations they created or to which they have been invited as a Manager.
Organization Creator
- Can only access organizations and engagements they created or to which they have been invited.
- Can only create engagements within organizations they created or have been invited to as a Manager.
User
- Can only access organizations and engagements they created or to which they have been invited.
- Can only create engagements within organizations they created or have been invited to as a Manager.
Client
- Clients must be invited to connect to MindBridge.
- Once the client account has been activated, their access is limited to the page that allows them to set up a data source.
**Organization role limitations
Manager
- Can only access organizations and engagements they created or to which they have been invited.
Auditor
- Can only access organizations and engagements to which they have been invited.
- Cannot modify organization settings, can modify limited engagement settings.
Anything else on your mind? Chat with us or submit a request for further assistance.