Skip to main content
All CollectionsUser Management
Which role is recommended for which user group?
Which role is recommended for which user group?
Updated over a week ago

Note:

  • Do not confuse role with access.

  • Even with the Administrator role, users can be granted access to only a very small part of your organization through organizational units.

  • Roles and access to organizational units are therefore not connected in any way.

Departments

We recommend roles with as few permissions as possible.

  • Standard (Reduced)

  • Standard

  • Standard (No Deletion)

Despite some differences, users can:

  • Create processing activities

  • Edit processing activities

  • Delete processing activities (Exception: Standard (No Deletion)

  • Manage comments and tasks

  • Access the document center.

Experts, Coordinators, and Data Protection Officers

  • Experts

  • Data Protection Officers

Expert / Data Protection Officer

In addition to the permissions of previously mentioned roles, these users have access to:

  • All Features (except Administration):

    • They can edit, delete, and approve in all features.

  • Depending on the chosen modules, they can also be assigned as:

    • Data Protection Expert (Processing Activities)

    • Data Protection Officer (Processing Activities)

    • Risk Owner

    • Lead Auditor

    • Auditor

Administrators

  • Administrators

Who would have thought 😉

In addition to the permissions of previously mentioned roles, these users have access to:

  • All Features, including Administration

Auditors or Managing Directors (Individuals who only need an overview):

  • Read-Only (All Functions):

  • Users have read-only access to ALL areas of the system.

  • November 2024 Update: This role is the only one with access to entries from ALL organizational units.

Not a fit?

In the Corporate and Enterprise packages, you have the option to work with your Customer Success Management contact to create custom roles tailored to your specific needs.

Did this answer your question?