Set up custom user roles and permissions

With custom roles and permission management, your team can efficiently collaborate while ensuring data security and access control. This article provides step-by-step guidance for managing team roles and permissions in your organization.

Prerequisites

This feature is part of a paid plan and requires coordination with your CSM to enable. To access custom roles, open your organization’s settings page at the bottom left corner and select Team Management.

Roles Overview

*Some permissions are fixed and cannot be modified. These are indicated as grayed-out fields in the interface. Editable fields can be customized based on organizational needs.

Team Roles

Team roles manage permissions at the organization level, including settings, integrations, and SAML/SSO management. Your organization includes two default roles:

• Owner: Grants full access to manage users, roles, integrations, and settings.
• Non-Owner: Provides limited access to view settings but restricts administrative tasks.

Respond Roles

Respond permissions are categorized into:

• Basic Permissions: Enable users and approvers to handle fundamental tasks such as accessing the knowledge base, creating questionnaires, and updating answers.
• Knowledge Base Permissions: Grant administrators the ability to manage and create content within the knowledge base, including approving or removing answers and managing documents.

Due Diligence Roles

These roles manage the Due Diligence side of HyperComply, covering templates, reviews, and vendor management:

• Editor: Can view vendors, security reviews, and documents. Editors can also create, edit, delete, send, and rate security reviews, as well as manage the vendor list.
• Admin: Includes all Editor permissions, plus the ability to manage security review templates and oversee the templates library.

Managing Roles

Adding or Editing Roles

Admins can create or edit custom roles to align with team workflows:

1. Go to the Settings tab in your HyperComply dashboard.
2. Click View Roles.
3. Select an existing role to edit or click Add a Role.
4. Assign permissions by checking the relevant options.
5. Save changes to apply updates across your organization.

Removing Roles

1. Navigate to Team Management in the Settings tab.
2. Locate the role to delete and click Remove a Role.
3. Confirm the removal.

Inviting and Managing Members

1. Click Invite Member and enter the new user’s details.
2. Assign a role during the invitation process. Custom roles, if set up, will appear in the dropdown list.
3. Send the invitation.
4. Once accepted, the user’s role and permissions will activate immediately.

By following this guide, you can effectively manage roles and permissions, ensuring secure and efficient collaboration within your organization.