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
- System (tenant) level permissions
- *System (tenant) role limitations
- Organization level permissions
-
**Organization role limitations
User role permissions
Level |
User roles |
||
---|---|---|---|
System (tenant) |
|
||
Organization |
|
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 |
✓ |
✓ |
— |
— |
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** |
---|---|---|
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) |
✓ |
✓ |
*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 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.