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User roles available in MindBridge

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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

Level

User roles

System (tenant)

  • Client*
  • User
  • Organization Creator
  • User Admin
  • App Admin
Organization
  • Auditor
  • Manager
*Note: MindBridge automatically assigns the "Client" role to individuals who have been invited to connect through a direct connector. Users with the Client role only have access to their setup page.

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

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
Note: App Admins can perform all of the following actions within all organizations and engagements.

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

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)

Roll an analysis forward

Duplicate an analysis

 


*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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