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. Each user will have a role at each level, for each organization to which they belong.
|
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 the organization or engagements |
✓ |
— |
|
Manage organization user roles |
✓ |
— |
|
Manage engagement settings |
✓ |
— |
|
Add or remove files |
✓ |
✓ |
|
Create or remove tasks |
✓ |
✓ |
|
Create and export reports |
✓ |
✓ |
*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
**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 engagement or organization settings
Anything else on your mind?
Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.
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