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Engagement settings: Access management

Article author
Chrissy Bridges
  • Updated

Summary

Learn about different user roles and how to manage permissions within the engagement.


Go to Access management

  1. Select the logo in the MindBridge sidebar.
    You will go to the Organizations page.
  2. Select View in line with the organization you want to see, or click anywhere in the row.
    You will go to the Engagements page.
  3. Select the gear icon in line with the desired engagement.
    You will land on the General settings tab on the Engagement settings page.
  4. Select the Access management tab.
    You will see the control points that go into the MindBridge score.
Tip: If you are already in an engagement, simply open the sidebar and select Engagement Settings, then go to the Access management tab.

Overview

The access management settings display which users have access to the engagement and what role they have.

Role Permissions
Manager Managers have access to all engagements within the organization by default. They cannot have their access to an engagement removed.
Auditor Auditors can be added to specific engagements within an organization. They have limited access within the engagement and can load data, create tasks, and export reports but cannot change any engagement settings.
Client Clients can be added to an engagement to load data via a data connector. They cannot access any information regarding the engagement outside of the data connector they were invited to.

 


Grant a user access

  1. Select Grant access.
    A pop-up window appears.
  2. Enter the name or email address of the user(s) you would like to add as auditors on the engagement.
  3. Once satisfied, Save your work.
Note: Only existing MindBridge users can be added. New users cannot be added here.

Removing user access

  1. Select the checkbox beside the user you want to remove.
  2. Open the Actions menu.
  3. Select Remove Access.
    A pop-up window appears.
  4. Confirm your changes.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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