Summary
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.
Learn about the different levels of access available to your team within MindBridge:
- Overview of user roles in MindBridge
- System (tenant) permissions
- System (tenant) role limitations
- Organization level permissions
- Organization role limitations
Overview of user roles in MindBridge
|
Level |
User roles |
||
|---|---|---|---|
|
System (tenant) |
|
||
| Organization |
|
||
System (tenant) permissions
|
Actions |
App Admin |
User Admin |
Organization Creator* |
User* |
|---|---|---|---|---|
|
Manage Admin settings (such as account groupings and libraries, used to standardize your firm's control points and risk score settings, ratios, segments, populations, etc. |
✓ |
— |
— |
— |
|
Add and remove users within your MindBridge tenant and manage user roles |
✓ |
✓ |
— |
— |
|
Access Admin reports |
✓ |
✓ |
— |
— |
|
Create organizations within your tenant |
✓ |
✓ |
✓ |
— |
|
Access any organization created by your team |
✓ |
— |
— |
— |
| Access organizations that you created | ✓ | ✓ | ✓ | — |
|
Delete any organization from your tenant |
✓ |
— |
— |
— |
| Delete organizations that you created | ✓ | ✓ | ✓ | — |
| Create engagements within any organization |
✓ |
— |
— |
— |
| Create engagements within organizations you created | ✓ | ✓ | ✓ | — |
Organization 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** |
|---|---|---|
|
Add and remove users in organizations and engagements |
✓ |
— |
|
Manage organization user roles |
✓ |
— |
|
Delete organizations from your tenant |
✓ |
— |
|
Create and delete engagements from an organization |
✓ |
— |
|
Access all engagements in an organization |
✓ |
— |
|
Roll an analysis forward |
✓ |
— |
|
Duplicate an analysis |
✓ |
— |
|
Manage Engagement settings |
✓ |
— |
|
Create, access, and delete analyses within an engagement |
✓ |
✓ |
|
Manage Analysis settings |
✓ |
✓ |
|
Import and delete files within an analysis or within the File manager |
✓ |
✓ |
| Verify the account grouping and account mappings, including appending new accounts to the financial hierarchy |
✓ |
✓ |
| Run an analysis, as well as re-run an analysis |
✓ |
✓ |
| Archive and unarchive analyses within the engagement |
✓ |
✓ |
|
Create and save advanced filters from the analysis results |
✓ |
✓ |
|
Create and manage ratios from the analysis results |
✓ |
✓ |
|
Create and manage risk segments from the analysis results |
✓ |
✓ |
|
Create and manage populations from the analysis results |
✓ |
✓ |
|
Create random or risk-stratified samples from the analysis results |
✓ |
✓ |
|
Create, manage, and delete annotations from the analysis results |
✓ |
✓ |
|
Create, manage, and delete audit plan tasks from the analysis results |
✓ |
✓ |
| Export analysis details from analysis results dashboards |
✓ |
✓ |
|
Create and export reports (excluding Admin reports) |
✓ |
✓ |
*System (tenant) role limitations
User Admin
- Cannot add, edit, or disable App Admin accounts.
- Cannot 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 have been invited to 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.