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User roles available in MindBridge

  • Updated

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:


User role permissions

Level

User roles

System (tenant)

  • Client*
  • User
  • Organization Creator
  • User Admin
  • App Admin
Organization
  • Auditor
  • Manager
*Note: MindBridge automatically assigns the "Client" role to those who have been invited to connect through a direct connector. A "Client" only has access to their set up page.

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 and remove users in the system (tenant)

Assign system user roles

Manage account groupings and libraries to standardize your firm's control point settings, ratios, populations etc.

Access Admin reports

Note: The "Client" role does not have any inherent permissions and has been excluded from this table. 

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
Note: App Admins can perform any actions within all organizations and engagements

Actions

Manager**

Auditor**

Add and remove users in organizations and engagements

Manage organization user roles

Delete organizations

Create and delete engagements

Access all engagements in the organization

Manage engagement settings

Create and delete analyses

Access all analyses in an engagement

Manage analysis settings

Import and delete files

Verify account mapping and account grouping

Run an analysis

Archive and unarchive analyses

Create and save filters using analysis results

Create and manage ratios using analysis results

Create and manage risk segments using analysis results

Create and manage populations using analysis results

Create random or stratified samples using analysis results

Create, manage, and delete annotations using analysis results

Create, manage, and delete audit plan tasks using analysis results

Export the analysis results

Create and export reports (excluding Admin reports)

Roll analysis forward

 

 


*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.


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