Bringing the right team members into Complyance is key to successful platform adoption. Complyance comes with 3 systems fields: admin, member and auditor, but also supports Role-Based Access Control (RBAC), ensuring each user has the appropriate level of access based on their role.
The three system fields:
Admin allows access to all features in your environment, including editing roles and permissions.
Members have viewing access and some editing access.
Auditors is the most restricted role as it’s designed specifically for external users to view your information, without editing rights.
RBAC helps you:
Limit access to sensitive information
Demonstrate audit readiness
Simplify user management by assigning roles instead of individual permissions
This article explains how to create a new user role and assign users to it.
Creating New Roles
The Create and Edit Roles permission is reserved for users with administrative responsibilities. This allows them to manage role creation, assign permissions, and configure access.
To edit user roles in platform navigate to the settings tab on the left-hand side navigation bar of Complyance.
- Open the roles tab to view all roles currently set up in your environment.
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To add a new role select '+ new role' button.
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Enter your role name and press submit.
The role will now appear in your organizations role library.
- Configure permissions: Click the role name to open it, and toggle on the permissions you want to assign to this role.
- Once configured, the role is ready to have users assigned.
Assigning Users to a Role
Now that you have created a new role in platform you can assign your team members to the role.
- Click on the users tab in settings.
- Search for the user you want to update.
- Click their current role to open a dropdown of all available roles.
- Select the new role.
For information on common user roles and permissions please follow this article: Common User Roles and Permissions
Still have questions? Reach out to our support team via the Support Center for assistance.