Providing a new user with the appropriate role in HyperComply is an essential step towards ensuring all of the information in your Knowledge Base is being crafted and approved by the appropriate team member.
When you invite a new user to your workspace, you will be prompted to select their role in HyperComply.
You can invite new team members with your role or below. This means a User can only invite other Users, an Approver can invite Users or Approvers, and Admins can invite users of any role.
What exactly does each role have permission to view or modify in your HyperComply workspace?
Users
In any questionnaire, a User can...
- View & filter questionnaires
- Answer questions, edit answers, comment on Q&As
- Assign questions
If the User is the Owner of the questionnaire, they can...
- Apply Knowledge Segments
- Assign an owner or due date
- Apply a knowledge expiration date
- Complete / un-complete
- Delete an In Progress, Completed, or Pending Questionnaire
If the User is not the Owner of the questionnaire, they will be unable to complete the following...
- Apply Knowledge Segments
- Apply a knowledge expiration date
- Delete an In Progress, Completed, or Pending Questionnaire
In Settings, a User can...
- Can add a member with User permissions. Cannot set or change their Role.
Other
- A User cannot edit Compliance Information.
- A User cannot Approve answers
- Cannot flag answers
- Cannot upload / edit a reference questionnaire
- Cannot delete a Reference Questionnaire
- Cannot configure Knowledge Segments
Approver
An Approver will have all of the same permissions as the User above, as well as:
- Can approve questions
- Can flag questions
- Can edit Compliance Information
- Upload / edit a reference questionnaire
- Delete a Reference Questionnaire if they are the Owner
Admin
An Admin will have all of the same permissions as the User and Approver above, in addition to:
- Can delete any questionnaires, even if they are owned by others
- Can set and change any members' role
- Can add / edit segments.
- Can add / edit expiration dates
- Can add / edit / delete integrations
- Can add / edit / delete SAML / SSO
Your workspace Admin can also invite as many team members as are needed to complete security questionnaires, with no additional charge.
