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User roles available in MindBridge

  • Updated

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)

  • 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.

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

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**

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 organizations and engagements

Manage organization user roles

Manage engagement settings

Add or remove files

Create or remove tasks

Create and export reports

Create ratios

Edit, show and hide ratios

 


*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.

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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